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Solutions

Arzish Baaquie, Smartkarma

Smartkarma expands into Europe

Smartkarma, an Asia-based provider of independent investment research, has opened a new UK office to serve as a hub to build out its independent research analyst community in Europe and support its buy-side investor clientele. Arzish Baaquie (pictured), who joined the firm in 2014 and previously led the Special Situations

M&A activity heats up for Independent Broker-Dealers, says Fidelity report

Fidelity Clearing & Custody Solutions, the division of Fidelity Investments that provides clearing and custody to broker-dealer firms, registered investment advisors (RIAs), family offices, retirement recordkeepers and banks, today released the latest report in its Fidelity Wealth Management M&A Series; ‘Insights from Independent Broker-Dealers’ (IBDs). The report found that, year-to-date,

Cloud

Considering cloud?

By George Ralph, RFA – Firms which may be considering a move, partial or otherwise, to cloud-based services, will need to work through a checklist to ensure all the bases are covered, that the firm is not exposed to any forthcoming regulations, and that the data will be adequately protected.

Laurent Vanderweyen, Alter Domus

Alter Domus launches new third party AIFM management service offering

Fund and corporate services provider Alter Domus has launched a new third party AIFM management service offering, as it continues to enhance its vertically integrated range of services to the alternative funds market. Alter Domus has signed an agreement to acquire Luxembourg Fund Partners, subject to the usual regulatory approvals

Griff Norville, Hamilton Lane

Private Capital Markets platform Cobalt now integrated with Ipreo’s iLEVEL

Bison, a technology provider focused on developing innovative analytical solutions for the private markets, has integrated the Cobalt GP and Cobalt LP products with Ipreo’s iLEVEL platform.  Launched in 2016, Cobalt is a software platform developed jointly by Bison and Hamilton Lane (NASDAQ: HLNE), a global private markets asset management

Colnvestor partners with five new fund managers

Alternative assets platform CoInvestor has partnered with five major fund managers in the run-up to the height of the tax season.   Albion Capital, Amati Global Investors, Blackfinch Investments, Stellar Asset Management and Unicorn Asset Management have teamed up with CoInvestor to access the growing number of advisory firms allocating

Threat Stack secures USD45m in Series C funding

Threat Stack, provider of an intrusion detection platform for cloud, hybrid-cloud, and on-premise environments, has raised USD45 million in a Series C funding round led by F-Prime Capital Partners, the venture capital group associated with the parent company of Fidelity Investments, and Eight Roads Ventures, with participation from existing investors

Telcoin secures investment from Mixi co-founder and East Ventures

Telcoin, a new cryptocurrency promoting financial inclusion through telecommunications industry partnerships, has secured an investment from East Ventures Managing Partner and Mixi co-founder Batara Eto. Eto served as co-founder and CTO of Mixi from 2004 to 2007. Mixi began as Japan’s first social network, a predecessor to Facebook likened to

Sameer Shalaby, HazelTree

Neuberger Berman implements Hazeltree’s treasury product suite

Neuberger Berman, an investment manager specialising in equities, fixed income, private equity and hedge fund portfolios for institutions and advisors worldwide, has implemented Hazeltree’s, treasury product suite. Hazeltree’s suite provides Neuberger Berman with automated workflows in reconciliation, securities financing, margin management as well as cash and collateral management.      “At

Announcement

FeedStock appoints fintech research veteran to advisory board

Fintech research veteran Amar Rajani has joined the FeedStock Advisory Board, effective immediately.  Rajani is Founder and Managing Director of Argella Limited, an advisory firm specialising in FinTech and with specialist knowledge in the research and regulatory space. Prior to this, he spent the past 17 years at Bloomberg LP,

Events

12 November, 2026 – 5:00 pm

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