The TRADE

JULY 24, 2023

Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture, The TRADE can reveal. He departs following a 35-year long career in investment management, spending 19 years at Fidelity Investments as a European portfolio manager until 2006.

Investment Manager 52

Investment Manager Management Investment Portfolio Management 52

The TRADE

SEPTEMBER 7, 2023

Legal & General Investment Management (LGIM) has expanded its footprint across Asia with the opening of its new Singapore office, the latest development in the firm’s growth strategy for the region. LGIM has had a presence in Asia for over 10 years, having opened offices in Hong Kong in 2021 and Tokyo in 2017.

Investment Manager 64

Investment Manager Investment Management Sale 64

Cleary M&A and Corporate Governance Watch

MAY 31, 2023

Section 260 of the UK Companies Act 2006 (the “CA 2006”) permits a shareholder to bring a claim on behalf of the company against its directors in respect of certain causes of action, including breach of the directors’ duty of care towards the company. 172 of CA 2006); and the duty to exercise reasonable care, skill and diligence (s.174

IT 52

IT Management Business Government 52

Tyton Partners

APRIL 5, 2024

Rob Brodo, and Joe and Jim Gekoski founded Advantexe in 2006 to improve the business acumen of client organizations. Advantexe was founded in 2006 by Rob Brodo, Joe Gekoski, and his brother Jim. Its mission is to help client organizations achieve their missions by improving the business acumen of their managers.

Education 64

Education Business Professional Services Private Equity 64

The TRADE

AUGUST 28, 2023

He originally joined the bank in 2006 in a securities lending role. Pictet Asset Management appointed Jade Beckmann as an equity trader. Beckmann joined Pictet Asset Management from Bloomberg, where she most recently served as a professional services sales account manager.

Asset Management 52

Asset Management Bank Banking Universal Banks 52

Solganick & Co.

JULY 1, 2022

was the exclusive financial advisor to eMedApps in its strategic merger with Medical Technology Solutions, LLC, a Sunstone Partners backed healthcare managed services company. eMedApps provides hosting for EHR, Practice Management, and Revenue Cycle Management solutions and for any IT components or environments.

Medical 52

Medical IT Healthcare Acquisitions 52

The TRADE

JULY 31, 2023

During his time with the asset manager, Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong. Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture.

Asset Management 52

Asset Management Investment Banking Trading Investment Manager 52

The TRADE

DECEMBER 28, 2023

UBS shakes up execution services management team structure People moves are always one of our biggest draws in readership, and in October, UBS’ plans to make changes within its execution services business , specifically the electronic trading area, became one of most read stories of the year.

Asset Management 69

Asset Management Electronics Trading Equities 69

Shearman & Sterling

OCTOBER 19, 2021

Brookfield Asset Management, Inc. Valihura, the Delaware Supreme Court sitting en banc reversed the denial of defendants' motion to dismiss breach of fiduciary duty claims brought by former stockholders of TerraForm Power, Inc. the "Company"). Rosson, No. 406, 2020, 2021 WL 4260639 (Del. Rossette, 906 A.2d 2d 91 (Del.

Economics 52

Economics Asset Management Equities Corporation 52

The TRADE

OCTOBER 16, 2023

Previously in his career, he spent almost a decade at the asset manager in an equity trading role until 2006 and later spent nearly four years at SEB. According to an update on his social media, Cain joined Millennium from Segantii Capital Management, where he served as a trader for nearly six years.

Equities 69

Equities Sale Trading Investment Banking 69

The TRADE

OCTOBER 13, 2023

Previously in his career, he also spent almost a decade at the asset manager in an equity trading role until 2006 and later spent nearly four years at SEB. He began his most recent spell at Janus Henderson in 2017 after a six-and-a-half-year tenure at Redburn as an equity sales trader.

Trading 59

Trading Sale Capital Market Equities 59

The TRADE

AUGUST 23, 2023

GFX covers institutional FX solutions across liquidity, trading, transaction processing, outsourcing, eFX, currency management, and custody. He originally joined the bank in 2006 in a securities lending role. “We

Capital Market 52

Capital Market Finance Finance Capital 52

Growth Business

NOVEMBER 6, 2023

For example, large energy companies BP and Shell are pumping investment into companies developing technologies to manage carbon and helping fuel the change to electrification. In sectors such as cleantech and fintech, there are large corporates with their own venture capital arm looking to invest in disruptive start-ups.

Corporation 111

Corporation Capital Investment Media 111

The TRADE

JANUARY 30, 2024

He was named managing director in 2002 and partner in 2006. Jim Esposito “No matter the role, Jim has dedicated himself to our business with a keen focus on serving our clients, promoting effective risk management and enhancing the culture of the firm.

Bank 52

Bank Banking Investment Banking Risk Management 52

The TRADE

FEBRUARY 1, 2024

Michael Peters Michael Peters, chief executive of Eurex Frankfurt AG since July 2020 and member of the Eurex executive board since 2006, has decided to step down at the end of June and to retire in 2024 later this year. Speaking to his departure, Peters said: “I am very pleased of what Eurex has achieved in the last 25 years.

Bank 59

Bank Banking Risk Management Trading 59

The TRADE

JULY 18, 2023

M&G’s global asset management arm has secured a Securities Investment Consulting Enterprise (SICE) business license in Taiwan, allowing the firm to establish a new office in Taipei as part of its Asia expansion strategy. Lin will be responsible for strengthening M&G’s wholesale and institutional presence in the region. “We

Investment 52

Investment M&A Asset Management Management 52

The TRADE

FEBRUARY 5, 2024

Esposito joined Goldman Sachs in 1995 as a salesperson for emerging markets debt, before subsequently being named managing director in 2002 and partner in 2006. Long-standing Goldman Sachs executive Jim Esposito is set to leave after almost three decades at the institution.

Investment Banking 64

Investment Banking Finance Finance Equities 64

Shearman & Sterling

OCTOBER 19, 2021

Brookfield Asset Management, Inc. Valihura, the Delaware Supreme Court sitting en banc reversed the denial of defendants' motion to dismiss breach of fiduciary duty claims brought by former stockholders of TerraForm Power, Inc. the "Company"). Rosson, No. 406, 2020, 2021 WL 4260639 (Del. Rossette, 906 A.2d 2d 91 (Del.

Economics 40

Economics Asset Management Equities Corporation 40

Growth Business

SEPTEMBER 13, 2023

Manchester’s got heathtech, SaaS, e-commerce, payments, cyber… it’s a really diverse tech economy,” Katie Gallagher, managing director of digital tech trade body Manchester Digital tells Growth Business. Workers can find shifts, manage schedules and find out when they’ll get paid. of investment since its foundation in 2006.

Funds 105

Funds Business Investment Equities 105

Focus Investment Banking

OCTOBER 19, 2023

In September 2006, they decided that it was time to pursue their dream of owning their own shop, and Auto Body Innovations, Inc. It has been such a pleasure to work with Keith and Kevin on the sale of their business,” commented Nancy Rolland, FOCUS Managing Director. FOCUS represented Auto Body Innovations in this transaction.

Investment Banking 52

Investment Banking Sale Bank Banking 52

The TRADE

SEPTEMBER 26, 2023

James Hilton has been appointed multi-asset managing director in RBC’s low touch team, according to sources familiar with the matter. Prior to joining Credit Suisse in 2006, Hilton spent six years at UBS Investment Bank as a director.

Electronics 52

Electronics Sale Trading Equities 52

Periculum Capital

JULY 13, 2023

Founded in 2006, Pet Palace has developed an excellent reputation as a leading provider of high-quality boarding, daycare, and grooming services for dogs and cats. Periculum’s strategy and expertise provided our company a robust transaction process with an ideal outcome,” said Brian Hudock, founder and CEO of Pet Palace.

Sale 52

Sale IT Advisory Corporate Finance 52

Growth Business

JUNE 12, 2023

Rishi Jatania, managing director of CCI Kenya , explores why this is and why your business should potentially re-consider. As previously mentioned, BPO providers are experts in delivering customer service to already international standard frameworks and managed SLAs. Why do businesses hesitate?

Business 52

Business Management Profitability IT 52

Software Equity Group

JANUARY 8, 2024

In 2006, we created the SEG SaaS Index , a basket of public SaaS companies, in order to better track the performance of the industry. Dev Ops & IT Management Tools used by programmers/developers to create, update, or maintain systems for software development. They are used by virtually all enterprises.

Management 52

Management Stock Mergers and Acquisitions Business 52

Software Equity Group

JANUARY 8, 2024

In 2006, we created the SEG SaaS Index , a basket of public SaaS companies, in order to better track the performance of the industry. Dev Ops & IT Management Tools used by programmers/developers to create, update, or maintain systems for software development. They are used by virtually all enterprises.

Business 52

Business Management Stock Mergers and Acquisitions 52

The Deal

JULY 18, 2023

.” Anderson, who is among the largest shareholders of Salas O’Brien (though no shareholder owns a majority stake) and who joined the firm in 2006, also keeps his top trusted managers up to speed on every deal they approach. “We’ve had good growth.”

Mergers 52

Mergers Mergers and Acquisitions Private Equity Equities 52

Razorpay

SEPTEMBER 26, 2024

Established in 2006, Future Generali has thrived by nurturing relationships built on trust, a core value that defines their journey. With a relentless focus on embracing cutting-edge technology, Future Generali encountered a hurdle in managing multiple payment gateways. They found their answer to all woes in Razorpay Optimizer.

Insurance 52

Insurance IT Collaboration Management 52

Devensoft

JUNE 20, 2023

These elements include identifying potential targets, assessing the value of these targets, conducting due diligence, negotiating, and closing deals, and post-merger integration and management. This involves managing the transition and ensuring that the integration is seamless and efficient.

M&A 52

M&A Corporation Mergers and Acquisitions Mergers 52

The TRADE

APRIL 17, 2024

Global asset manager Robeco leverages a low touch and high touch trading team that spans across three continents. And, like most asset managers across the street, its global equity trading desk plays host to a variety of characters, each bringing their own individual string to the wider team’s bow.

Trading 59

Trading Equities Asset Management Portfolio Management 59

Devensoft

MAY 23, 2023

Another challenge is managing the integration process itself. The integration process can be complex, and there may be competing priorities and timelines that need to be managed. Disney acquired Pixar in 2006 for $7.4 Assign clear responsibilities to each team member to manage the integration process effectively.

M&A 52

M&A Mergers and Acquisitions Mergers Collaboration 52

Devensoft

MAY 17, 2023

Project Management in M&A Explore ways to keep the deal on track Factors to consider before pursuing horizontal integration Before pursuing horizontal integration, companies must consider several factors. Disney and Pixar – In 2006, Disney acquired Pixar , a leading animation studio.

M&A 52

M&A Business Profitability Shares 52

The TRADE

JULY 10, 2023

The legislation also saw fund managers reduce the number of providers that they used to access research. However, many critics argued that it has had a negative impact on the industry, including a reduction in the amount of investment research available.

Government 40

Government IT Investment Broker 40

Wall Street Mojo

JANUARY 4, 2024

Empire Building refers to a management or leadership strategy where individuals within an organization seek to expand their influence, power, and control over various aspects of the company beyond their original responsibilities. Differences in corporate culture and management styles may lead to conflicts and hinder effective collaboration.

Mergers and Acquisitions 52

Mergers and Acquisitions Business Engineering Investment 52

Growth Business

NOVEMBER 2, 2023

BP Ventures Founded: 2006 Sector focus: Digital transformation, low carbon products, advanced mobility, carbon management, power and storage, intelligent commodities Ticket size: N/A Current investments: 30 Exits: 9 Bio: BP Ventures invests in businesses that align with its core business, including in those helping BP reduce carbon emissions.

Corporation 52

Corporation Capital Investment Media 52

Cooley M&A

OCTOBER 12, 2021

Stockholders Litigation (“ Pattern Energy ”) and The MH Haberkorn 2006 Trust, et al. These decisions, which are described in more detail below, highlight the importance of a committee’s role in managing conflicts, particularly when it is made aware of potential wrongdoing by conflicted fiduciaries. Empire Resorts, Inc., Sales Process.

Sale 40

Sale Management IT Negotiation 40

Growth Business

SEPTEMBER 13, 2023

Regions covered: UK Fund size: £100m funds under management Types of funding round: Early stage venture Investment range: £200,000 – £1m Sectors interested in: High growth potential companies across all sectors No. of investments each year: 10 Previous companies invested in: 90 including, Ebury, Gousto, BluWireless and Fatmap.

Capital 52

Capital Business Funds Investment 52

Cleary M&A and Corporate Governance Watch

APRIL 17, 2023

The Dutch Court did not hold Shell liable for past damages, although failure to comply with the judgment will give rise to damages. Admissibility In England, a shareholder must seek permission from the court to bring a derivative claim.

Underwriting 52

Underwriting Investors IT Corporation 52