The TRADE

OCTOBER 21, 2024

Before joining JP Morgan, Finlayson spent 14 years at UBS, holding a variety of senior positions including her most recent stint as head of market structure and liquidity strategy. Prior to joining BNY, she was the co-head of equities electronic sales and trading EMEA for RBC Capital Markets.

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Trading Equities Financial Market Advisory 98

The TRADE

JULY 3, 2023

His fellow co-head is Nicholas Hemmerly who joined Clear Street from his role as senior managing director, head of investment banking at Bridgeway Capital Partners. Gerety joined from JonesTrading, where he spent 11 years, serving most recently as managing director, equity capital markets. His next role is unconfirmed.

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Trading Investment Banking Bank Banking 64

The TRADE

JULY 29, 2024

Kirk joins the capital management firm with experience working as a trader on both the buy- and sell-side. According to an update on social media, Nickalls will join the sell-side next month in an emerging markets credit role. He was recognised as a Rising Star of Trading and Execution at Leaders in Trading in 2021.

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Asset Management Equities Trading Sale 64

The Deal

JULY 27, 2023

After a six-month rotation in capital markets, she was staffed on a team advising Aetna Inc. on its 2015 agreement to buy Humana Inc. Camila Panama became hooked on M&A as a first-year associate, she recounted on this week’s Drinks With The Deal. HUM), a deal that was later blocked by antitrust enforcers.

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M&A Management Capital Market Negotiation 52

The TRADE

JULY 10, 2023

Gould joined RBC Capital Markets in October 2020 to co-lead its European low touch sales and trading business alongside Chris Parker, who has been in the role since 2011. According to sources familiar with the matter, it has been communicated to clients that due to streamlining, certain roles have been eliminated.

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The TRADE

DECEMBER 11, 2023

Justin Llewellyn-Jones has been appointed chief operating officer, joining from Broadridge where he most recently served as chief product officer and head of capital markets, North America (equities, FX and derivatives). Dariush Mirfendereski has been appointed head of inflation trading as part of MUFG’s rates trading team.

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Trading Sale Electronics Financial Institution 64

Accenture Capital Markets

SEPTEMBER 5, 2023

i] [link] [ii] Aite Group survey of 369 financial advisors, Q2 2017 and 403 financial advisors, Q3 2015 [iii] Ibid The post Why Large Wealth Management Firms Can’t Be Ruled Out in the Digital Space appeared first on Accenture Capital Markets Blog.

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Management Portfolio Management Portfolio Financial Services 52

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth. What is private equity and how does it work? However, there is hope things will improve in 2024.

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Private Equity Equities Investment Business 59

Cooley M&A

JANUARY 24, 2020

According to Cornerstone Research , the number of M&A class action filings increased from 34 in 2015 to 85 in 2016, 198 in 2017, and 182 in 2018. This trend continued in the first half of 2019, but at a slightly slower pace (72 filings in 1H19 compared to 91 in 1H18 and 91 in 2H18).

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M&A Mergers and Acquisitions Mergers Business 40

Mergers and Inquisitions

MAY 10, 2023

The basic difference is that the international bulge bracket banks tend to be stronger in M&A advisory and weaker in equity and debt capital markets. Among the elite boutiques , Evercore has the strongest presence in Singapore, and Rothschild also works on many deals, mostly in the middle-market space. 7,200 | U.K.:

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Investment Banking Bank Banking Investment 105

The TRADE

DECEMBER 21, 2023

The pandemic marked a seminal moment across the capital markets, effectively drawing a line between the old world and the new. Ergo Consultancy was chosen by Railpen – which manages £37 billion of assets – to bring its trading activities in-house from an outsourced service provider.

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Trading Management Funds Asset Management 64

The TRADE

DECEMBER 23, 2024

The deal will further bolster FIS capital markets technology offering, having acquired SunGard in a major deal back in 2015. As revealed by The TRADE and sister publication Global Custodian in February, fintech giant acquired SaaS post-trade platform Torstone Technology.

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