The TRADE

NOVEMBER 6, 2023

Shortlisted individuals are repeated contributors to discussion whether that be through panels, associations or schemes to support the next generation joining the financial services industry. He was promoted to senior vice president in 2018, later taking on his current role as director and multi asset trader.

Trading 52

Trading Asset Management Equities Management 52

M&A Leadership Council

JUNE 20, 2024

February 23, 2018) The Un-Ignorable Link Between Employee Experience and Customer Experience. Canada, Europe and Asia in the financial services industry. Reference: Forbes Online. She specializes in current state assessment, guidance on M&A planning, integration, and change management.

M&A 52

M&A Business Management Accountant 52

The TRADE

JULY 3, 2023

The Securities and Exchange Commission (SEC) has allowed its no-action letter to the Securities Industry and Financial Markets Association (SIFMA), based on enforcements surrounding research services, to expire – reinforcing that it was not intended to be permanent solution.

Bulge Bracket 52

Bulge Bracket Asset Management Broker Trading 52

Cooley M&A

DECEMBER 3, 2019

From 2008 to 2018, the total R&W policies bound per year in North America rose from 40 deals, providing $541 million of coverage to 1500+ R&W insurance transactions, providing aggregate coverage of $38.6 Aon estimates that over 45% of all private M&A transactions in North America had R&W insurance in 2018. [2].

Insurance 40

Insurance Underwriting Mergers and Acquisitions M&A 40

Growth Business

AUGUST 22, 2023

Financial services Bio: If you haven’t heard of BGL , you’ll have certainly heard of its brands, like comparethemarket.com. A “digital distributor of insurance and household financial services”, BGL currently serves 11 million customers. 13 – Copper Value: $2-$2.5bn Founded: 2018 What do they do?

Insurance 52

Insurance Bank Banking Funds 52

The TRADE

JANUARY 3, 2024

The service provider landscape for outsourced trading is made up of an eclectic mix of firms. Boutique independents and the largest financial services providers co-exist in this burgeoning space which has some elements of comradery and others of fierce rivalry.

Trading 64

Trading Asset Management M&A Broker 64

Growth Business

MARCH 1, 2024

million in February 2018, in exchange for a majority stake in the business. This article was originally published by Michael Somerville on 14 September 2018. This meant that when it came to it, the thorny issue of valuation was well thought through and understood by all parties. Our discussions led to Bridges investing £8.5

Private Equity 59

Private Equity Equities Investment Business 59

Growth Business

SEPTEMBER 13, 2023

Regions covered: Europe and UK Fund size: £77m Types of funding round: Seed to Series A Investment range: £400,000 – £4m Sectors interested in: Biotechnology, financial services and life and science software No. of investments each year: 6 to 7 Previous companies invested in: 46, including SuperAwsome, Vitesse and Spacelift No.

Capital 52

Capital Business Funds Investment 52

The TRADE

APRIL 30, 2024

Mifid’s legacy continues to shape regulatory frameworks and market dynamics, alongside laying the groundwork for subsequent regulatory initiatives such as Mifid II… Mifid II: Next up is the revised Markets in Financial Instruments Directive, Mifid II, which was implemented in January 2018 as an overhaul of its predecessor, Mifid I.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

The TRADE

OCTOBER 24, 2024

Its black background and computerised white text might seem a little out of date to individuals outside of the industry but its role in the financial markets has cemented this interface as a poster child for financial services. In Europe, the SI regulatory regime was introduced in 2007 as part of the Mifid I regulation.

Trading 120

Trading Investors IT S&P 120

The TRADE

DECEMBER 21, 2023

Coalition Greenwich points out that from 2018 to 2022 the number of outsourced trading providers grew from fewer than 10 to more than 40. The pandemic marked a seminal moment across the capital markets, effectively drawing a line between the old world and the new. The number now – in 2023 – is said to be well over 50.

Trading 64

Trading Management Funds Asset Management 64

Beyond M&A

FEBRUARY 14, 2025

There is a significant amount of M&A activity in the accountancy sector, and we have been fortunate to be involved in this space continuously since 2018. This industry is ripe for M&A due to its relationship-driven nature, making it challenging for businesses to switch from one accountant to another.

Accountant 130

Accountant M&A Management IT 130

Growth Business

OCTOBER 23, 2023

Brown continued developing the idea of Acre over the course of 2018 and Aviva Ventures climbed onboard in September 2018, leading a £5 million seed funding round but more importantly providing a channel to market Acre’s software.

Corporation 64

Corporation Capital Investment Investors 64