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KKM Financial's Essential 40 stock fund is now an ETF

CNBC: Investing

Many asset managers have been converting their mutual funds to ETFs in recent years, due in part to a 2019 SEC rule change.

Funds 104
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UBS appoints new president of asset management

The TRADE

Aleksandar Ivanovic UBS has chosen Aleksandar Ivanovic to succeed Suni Harford as president of asset management upon her departure, with the appointment effective from 1 March. Prior to this most recent appointment, was head of client coverage and head of the EMEA and Switzerland regions for asset management.

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The TRADE announces the Rising Stars of Trading and Execution 2023

The TRADE

The scheme has recognised numerous promising talents over the years, many of whom have gone on to expanded roles such as head of trading at some of the world’s largest asset managers and hedge funds. Find previous years’ recognised shortlists here: 2022 – 2021 – 2020 – 2019 – 2018 – 2017 – 2016 – 2015.

Trading 117
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2019 In Review: #1 in Insurance M&A

Sica Fletcher

In 2019, we closed the largest number of transactions ever for our firm, reflecting the increasingly robust M&A market for insurance brokers driven mainly by private equity sponsored brokerages. Sica | Fletcher is pleased to announce that we’ve topped the S&P Global rankings for the third consecutive year.

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Royal London Asset Management: ‘At the end of the day, they’re just really good traders’

The TRADE

Royal London Asset Management’s (RLAM) trading team is no stranger to change. The London-based asset manager has undergone not one but three makeovers in recent years as it continues to evolve with the demands of the street. More recently though, RLAM’s trading team has undergone another revamp.

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BESTINVER sales trader joins MIT SIM

The TRADE

Milan-based O’Connor joins following almost 15 years at ACCIONA Group’s Spanish asset manager, BESTINVER. He most recently served as e quity sales trader, leveraging key knowledge of the Italian, Swiss, US and UK markets. He also previously worked for Gestnord, the brokerage arm of Banca Sella.

Sale 57
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Austria’s Kathrein Privatbank: Continuing to Apply the Personal Approach in its 99th Year

Global Banking & Finance

Austria’s Kathrein Privatbank: Continuing to Apply the Personal Approach in its 99th Year Founded by Carl Kathrein in 1924, Kathrein Privatbank is one of the leading private banks in Austria, offering customised investment advice, asset management, financing and consulting to families, entrepreneurs and foundations.