Solutions
iCapital1, a global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, has been awarded three patents for technological advances in data security within the alternative investing process.
The iCapital patents allow asset and wealth managers to generate and share investment documents containing confidential information without providing sensitive client data to third parties.
When an advisor or fund manager uses the iCapital platform, these inventions provide the technology to display client data on iCapital’s transaction and service platform or in reports without iCapital taking possession of that data. This capability enhances iCapital’s ability
Global corporate finance advisory house Clearwater International has launched a new division which it believes could unlock £250 million of new domestic and international investment for high-growth businesses over the next three years.
Clearwater Growth will provide a range of transaction services tailored to the needs of entrepreneurs and owner managers of businesses with turnovers up to £40 million and equity cheques up to £15 million.
It aims to meet demand from owner managers for corporate finance advisors capable of providing cost-effective access to international investors, deep sector expertise and sophisticated transaction processes.
With Clearwater International’s backing, the
Linedata, a global provider of asset management and credit technology data and services, has launched its Cognitive Investment Data Management Service, a front office data management solution for asset managers and alternative funds.
With the rise of digital transformation and the explosion of data, asset managers and credit analysts are often strapped for time and facing an information overload. With this solution, investment teams can act faster to spot alpha while gaining back time and productivity. Intelligent data extraction cuts opportunity screening and idea validation times by nearly 60% compared to analyst-driven research.
Buck, an integrated HR, pensions, and employee benefits consulting, technology, and administration services firm, has launched Echelon+, an inclusive approach to defined benefit pensions governance to help protect trustees and sponsors from increasing complexity.
City Hive, the think tank and advocacy group, has launched ACT, a standard of corporate culture for investment companies, chaired by City Hive’s CEO Bev Shah, and Chief Strategist Mandy Kirby.
ACT, standing for ‘Action, Challenge, and Transparency’, is a standard of corporate culture designed to help investment companies demonstrate movement towards more diverse, equitable and inclusive firms. ACT enables companies to show alignment between external and internal values; between beliefs and behaviours.
There are 15 founding signatories to ACT, including Schroders, Lombard Odier Investment Management, M&G, Aviva Investors, Mirabaud Investments, AssetCo, Federated Hermes, WHEB, BlueBay Asset Management, Radiant ESG,
Apex Group Ltd (Apex), a global financial services provider, has extended its longstanding relationship with Aizawa Asset Management (AAM) to provide services to their new Cayman fund, Ariake Secondary Fund III LP (ASF-III).
Global investment solutions provider, Russell Investments, has been selected by French pension plan, Fonds de réserve pour les retraites (FRR), as transition management partner.
FRR will utilise Russell Investments’ deep capital markets expertise and extensive trading capabilities to reduce exposure risk and execution costs when restructuring its mandates, including changes to managers, strategies, benchmarks and investment styles.
William Blair, a global boutique with expertise in investment banking, investment management, and private wealth management, has launched a Private Capital Advisory practice.
Advisor Group has selected CAIS, an alternative investment platform for independent financial advisors, to provide a platform solution for improved alternative investment access, education and transaction workflow.
EFA has been named as the central administrator providing fund accounting as well as registrar & transfer agency services to Sherpa Asset Management’s Diversified Opportunities Fund.
The private equity strategy of the fund is focused on longer than conventional value creation periods and more hands-on management of funds and companies via its Direct Investment holdings.
Sherpa Asset Management is a Zürich based asset management company providing asset & wealth management services.
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm