The TRADE

DECEMBER 4, 2023

Justin Llewellyn-Jones, head of capital markets, North America (equities, FX and derivatives) and chief product officer for capital markets at fintech firm Broadridge announced his departure after more than four years with the business. He began his career as a fixed income support analyst at JP Morgan.

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The TRADE

JUNE 23, 2023

EU asset managers, banks and brokers are urging policy markets not to succumb to pressure that could potentially lead to suboptimal outcomes in the Markets in Financial Instruments Directive (Mifid/r) review.

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The Deal

FEBRUARY 6, 2024

“Chesapeake’s previous deals were aimed at growing the company simply for the sake of growth,” said Mark Viviano, managing partner of Kimmeridge Energy Engagement Partners, the public investment unit of private alternative asset manager Kimmeridge Energy Management Co.

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The TRADE

SEPTEMBER 18, 2023

Grasso joined FlexTrade last year after three and a half years at Bloomberg, also with a buy-side OMS focus, most recently serving as an account manager for its AIM solution. Previously he also served across ANIMA Asset Management and Mediobanca.

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The TRADE

NOVEMBER 6, 2023

Stéphane Marie-Françoise, director, multi-asset trader, Unigestion Senior vice president and multi-asset trader at Unigestion, Stéphane Marie-Françoise, has an extensive financial markets career spanning more than 20 years. He began his career at the UK’s HM Treasury, before moving to AIG Investments to manage fixed income funds.

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The TRADE

JULY 21, 2023

Lit volumes saw record lows in Q2, accounting for 41% of overall activity in June – in stark contrast to the 50-60% average between 2018 and 2021, whilst dark activity also declined in Q2, falling from $4.6 billion in Q1 to $3.83 There is a need to improve secondary market liquidity as a means of boosting investment in SMEs.”

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The TRADE

JANUARY 3, 2024

The narrative of the service being used solely by smaller hedge funds has been replaced by suggestions that outsourced trading is gathering pace among larger fund managers. Coalition Greenwich points out that from 2018 to 2022 the number of outsourced trading providers grew from fewer than 10 to more than 40.

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Mergers and Inquisitions

JANUARY 31, 2024

Single-Manager Hedge Fund Performance The multi-manager hedge fund article described how MM funds grew faster than the overall industry between 2018 and 2023. The Top Single-Manager Hedge Funds Single-manager funds far outnumber multi-manager funds, but they’re also much smaller. now) structure.

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M&A Leadership Council

OCTOBER 22, 2023

Functions that may be outsourced include employee records and pay (HRIS and payroll systems), sales and service (CX software), customer billing (ERP and finance systems), and procurement (supply chain and asset management systems). Department of Labor rules effective April 2018 streamline the filing of disability claims under ERISA.

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Software Equity Group

MARCH 7, 2024

Alwar Pillai, Co-Founder and CEO Fable True Leadership in a Fast-Growing Category Alwar Pillai co-founded Fable in 2018 after witnessing firsthand the challenges enterprises faced in addressing digital accessibility. ” About Planable Planable is an operating system for content marketers.

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Software Equity Group

MARCH 7, 2024

Alwar Pillai, Co-Founder and CEO Fable True Leadership in a Fast-Growing Category Alwar Pillai co-founded Fable in 2018 after witnessing firsthand the challenges enterprises faced in addressing digital accessibility. ” About Planable Planable is an operating system for content marketers.

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Software Equity Group

MARCH 7, 2024

Alwar Pillai, Co-Founder and CEO Fable True Leadership in a Fast-Growing Category Alwar Pillai co-founded Fable in 2018 after witnessing firsthand the challenges enterprises faced in addressing digital accessibility. ” About Planable Planable is an operating system for content marketers.

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The TRADE

APRIL 30, 2024

New rules have impacted almost every financial firm, ranging from banks to asset managers. These measures included mandates for constraints on proprietary trading (known as the Volcker Rule), and enhanced supervision of derivatives markets, as well as increased capital reserves.

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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. So balance is key here: there are obviously benefits to an internal trading desk within an asset manager or hedge fund, but the same is true of the opposite for many in 2023.

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The TRADE

MARCH 21, 2025

Spencer Copp has joined Jefferies as an equity trader following his departure from Jupiter Asset Management in December 2024, where he had most recently served as a senior dealer. Jupiter acquired the entire used share capital of Merian for 370 million and combined the group to operate under the Jupiter brand.

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The TRADE

MARCH 28, 2025

Fidelity Internationals head of debt capital markets for EMEA is set to leave the buy-side firm, The TRADE can reveal. ” Whyman has been with Fidelity International since 2018 where he joined as a senior fixed income trader. He assumed his most recent role as head of debt capital markets for EMEA in 2022.

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The TRADE

MARCH 31, 2025

Liontrusts chief commercial officer and former head of trading, Matt McLoughlin, left the UK-based asset manager after 10 years, The TRADE revealed. Under his stewardship, Liontrust was awarded The TRADEs Multi-Asset Trading Desk of the Year and Mid-Cap Trading Desk of the Year in 2022 and 2017 respectively.

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The TRADE

NOVEMBER 8, 2024

After two years in his first role, Grady moved to Bankers Trust Asset Management where he spent four and a half years as an international equity dealer also based in Sydney. He then moved to London in 1997 for a senior dealer role at Legal & General Investment Management.

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