Investor Pointe

14/09/2026

Brad West is joining tomorrow's 12:30pm panel "Satisfying liquidity needs across a broadening investor base" at the Forum, hosted by Private Equity International - PEI.

He'll be speaking alongside experts from , StepStone Group, and Davis Polk & Wardwell LLP, on what private credit funds are learning about liquidity expectations, redemption gating, and where the LP base goes from here as more types of investors enter the market.

View the full agenda and grab your ticket here: https://eu1.hubs.ly/H0yjyVK0

11/09/2026

Thank you to everyone who joined us in Hong Kong on Wednesday for our latest networking drinks, gathering at TopTown with views across the harbour to Kowloon from the rooftop.

It was a pleasure to co-host with and Intapp (DealCloud) again, and to see the community we've built continuing to grow. Thank you to everyone who made it out, and to our co-hosts for another great evening.

See you at the next one.

07/09/2026

Brad West, our Chief Product Officer for Wealth Management, is joining the panel "Satisfying liquidity needs across a broadening investor base" at the Forum, hosted by Private Equity International - PEI, on September 15th at 12:30pm.

He'll be speaking alongside experts from , StepStone Group, and Davis Polk, on what private credit funds are learning about liquidity expectations, redemption gating, and where the LP base goes from here as more types of investors enter the market.

View the full agenda and grab your ticket here: https://eu1.hubs.ly/H0y7m1C0

Thank you to PEI and PEI Private Credit for having us.

28/08/2026

A question worth asking if you are a private markets manager. Manfredi Bargioni, Chief Client Officer at Investor Pointe, on the link between data infrastructure and alpha generation.

Read the full piece here: https://eu1.hubs.ly/H0xWm8K0

19/08/2026

We're hiring an Analyst to join our Client Solutions team, based in our London headquarters.

It's an exciting time to join: we've launched as both a technology and services firm, and just appointed a new Chief Client Officer to lead our expanded client success and services teams, deepening our focus on client outcomes across private markets.

If you're a driven graduate with a genuine interest in private markets and fintech, we'd love to hear from you.

Find the full job spec and how to apply here: https://eu1.hubs.ly/H0xKZ7h0

14/08/2026

In private markets, alpha, the excess return generated above the market, depends on how clearly a manager can see their own portfolio. Our newly appointed Chief Client Officer, Manfredi Bargioni, explores what changes when GPs move from quarterly spreadsheets to real-time portfolio monitoring, AI-driven analytics, and a single source of truth for their data in our latest piece. It includes how one specialist UK mid-market PE firm centralized reporting across a £1.2bn portfolio.

Read more via the link in the comments and find out how Investor Pointe clients have seen efficiency gains of up to 35% across an entire portfolio. 👇

12/08/2026

60 days ago, Investor Pointe launched, bringing together the teams and technology behind Bite Investments and UNTAP into one company powering how private markets firms operate.

An AI-orchestrated platform, one specialist services team, and a portfolio of tailored solutions covering the full investor lifecycle, from fund design and distribution through to investor servicing, portfolio intelligence, and data optimization.

We are building toward a future where AI and innovation sit at the heart of how private markets firms operate, and we are looking forward to sharing what that looks like for our clients in the months ahead. Read our launch press release here: https://eu1.hubs.ly/H0xCf5h0

Investor Pointe Launches, Combining AI-orchestrated Technology, Specialist Services, and Tailored Solutions for Private Markets.

10/08/2026

WealthBriefing - Private Banking News and Wealth News features Manfredi Bargioni's appointment as Chief Client Officer at Investor Pointe, alongside appointments at Walkers Law Firm and M&G, in its latest wealth management people moves roundup.

Read more: https://eu1.hubs.ly/H0xyh210

WealthBriefing features Investor Pointe alongside Walkers and M&G in its wealth management people moves roundup, covering Bargioni's CCO appointment.

03/08/2026

More coverage to share as we've been featured again in , following Manfredi Bargioni's appointment as Chief Client Officer at Investor Pointe, a move reflecting client success and servicing as key differentiators for us as we grow.

Read more: https://eu1.hubs.ly/H0xmFw50

The Drawdown covers Manfredi Bargioni's appointment as Chief Client Officer at Investor Pointe, leading client services globally.

31/07/2026

The London Business Journal covered Manfredi Bargioni's appointment as Chief Client Officer, highlighting our approach of pairing agentic AI with specialist human expertise to meet rising investor demand for transparency and real-time reporting across private markets.

Read more:

The London Business Journal on Investor Pointe's integrated platform and Manfredi Bargioni's appointment as Chief Client Officer, leading client success.