The TRADE

NOVEMBER 25, 2024

Vikesh Patel With this approval, the pan-European clearing house will introduce a service for European SFT transactions in cash equities and ETFs, which includes central clearing, settlement and post-trade lifecycle management. In Europe, there have been multiple failed attempts to successfully introduce and maintain SFT clearing.

Finance 69

Finance Finance Securities Trading 69

The TRADE

APRIL 5, 2024

Kepler Cheuvreux subsidiary Ellipsis Asset Management has moved to expand its capabilities in the convertible bond segment with the acquisition of Rothschild & Co’s business. As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM.

Asset Management 64

Asset Management Portfolio Management Business Management 64

The TRADE

NOVEMBER 9, 2023

Running for its ninth year, the Rising Stars initiative, in partnership with Instinet, has recognised a number of up-and-coming talents over the years, many of whom have gone on to hold impressive roles and head up some of the largest and most successful desks across the world’s leading asset managers and hedge funds.

Trading 59

Trading Asset Management Investment Manager Equities 59

The TRADE

JULY 29, 2024

David Kirk is set to join Millennium, following almost three and a half years at Marble Bar Asset Management where he most recently served as a trader, The TRADE understands. Kirk joins the capital management firm with experience working as a trader on both the buy- and sell-side.

Asset Management 64

Asset Management Equities Trading Sale 64

The TRADE

JULY 15, 2024

Most recently, he served as equity and derivatives trader, vice president at SSGA, focused on the EMEA region, having joined the desk in December 2016. He also previously served as managing director at both American Express Bank International and Deutsche Bank, Argentina. Following his departure he is set to join Barclays Capital.

Asset Management 64

Asset Management Management Trading Sale 64

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

The TRADE

MARCH 4, 2024

Atkins joined Redburn Atlantic in 2004 as a sales trader having previously served for eight years at Morgan Grenfell and two years at Marathon Asset Management. Demoulin joined Redburn Atlantic in 2021 having previously served as head of dealing at Verrazzano and as a senior dealer at FrontPoint Partners.

Asset Management 72

Asset Management Sale Trading Equities 72

Shearman & Sterling

OCTOBER 19, 2021

On September 20, 2021, in a decision authored by Justice Karen L. Brookfield Asset Management, Inc. 406, 2020, 2021 WL 4260639 (Del. 406, 2020, 2021 WL 4260639 (Del. the "Company"). Rosson, No. Rosson, No.

Economics 52

Economics Asset Management Equities Corporation 52

The TRADE

JANUARY 29, 2024

Elsewhere, Sherlock most recently served in a European equity sales role since 2021. Hepsworth was appointed to the desk at the London-headquartered asset manager after spending the last four and a half years at MarketAxess in a facilitation trading role.

Asset Management 64

Asset Management Trading Sale Equities 64

The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. It’s been busy.

Funds 59

Funds Capital Capital Market S&P 59

The TRADE

FEBRUARY 26, 2024

Atkins joined Redburn Atlantic in 2004 as a sales trader having previously served for eight years at Morgan Grenfell and two years at Marathon Asset Management. Demoulin joined Redburn Atlantic in 2021 having previously served as head of dealing at Verrazzano and as a senior dealer at FrontPoint Partners.

Sale 59

Sale Trading Business Equities 59

Shearman & Sterling

OCTOBER 19, 2021

On September 20, 2021, in a decision authored by Justice Karen L. Brookfield Asset Management, Inc. 406, 2020, 2021 WL 4260639 (Del. 406, 2020, 2021 WL 4260639 (Del. the "Company"). Rosson, No. Rosson, No.

Economics 40

Economics Asset Management Equities Corporation 40

The Deal

JUNE 22, 2023

Macquarie Asset Management has agreed to acquire waste services provider Coastal Waste & Recycling Inc. based Coastal was formed in 2017 through a partnership between CEO Brendon Pantano, Summer Street Capital Partners LLC and Concentric Equity Partners LP, according to an emailed press release from Macquarie.

Asset Management 52

Asset Management Capital Equities Management 52

The TRADE

FEBRUARY 12, 2024

He joined after most recently spending two and a half years at BlackRock’s flagship Aladdin platform, serving as a managing director and leading its business development efforts across EMEA. Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities.

Capital 64

Capital Sale Asset Management Management 64

The Deal

MAY 2, 2023

The process is expected to attract private equity and strategic interest, with one source noting there were several bidders interested in the fumigation and agriculture chemicals business of Douglas Products during a 2021 auction process run by Evercore that came before Altamont broke off Duke’s Root.

Private Equity 52

Private Equity Sale Capital Business 52

The TRADE

JUNE 19, 2023

Catton joined BlackRock in 2021 from Banco Santander where he had been a credit trader for four and a half years. Williams joined from BNY Mellon, where he spent the last six years, most recently serving as an equity trader. Previously, Williams served as an investment account manager at Northern Trust.

Sale 64

Sale M&A Asset Management Investment Banking 64

Razorpay

AUGUST 9, 2023

Example of Merchant Banking In 2021, merchant bank Avendus Capital helped the Indian company Piramal Enterprises acquire the debt-ridden assets of Dewan Housing Finance Corporation (DHFL) for ₹34,250 crore ($4.4 This service helps companies to raise the required funds from the public.

Bank 52

Bank Banking Business Underwriting 52

Peak Frameworks

AUGUST 16, 2023

Of note, Cox has a dedicated Alternative Asset Management Program , which is a consistent feeder into great finance and investing jobs. The Alternative Asset Management program exposes students to industry speakers and practical investing classes. We filtered the data to examine U.S. hires into the top investment banks.

Investment Banking 40

Investment Banking Bank Banking Investment 40

The TRADE

JUNE 26, 2023

 Participant Agent Lenders include BNY Mellon and Citi, while borrowers include Barclays, JP Morgan and Goldman Sachs, among others.

Finance 59

Finance Finance Securities IT 59

The Deal

JULY 18, 2023

For instance, Ridgemont Equity Partners ‘ January investment in food distributor Worldwide Produce was supported by six direct lenders including Ares Capital Corp. , NXT Capital LLC , Kayne Anderson Private Credit, Manulife Investment Management , PNC Erieview Capital and Yukon Partners Management LLC.

Debt 52

Debt Finance Finance Private Equity 52

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. At the helm of the team is global head of trading Cathy Gibson who oversees trading across the asset manager’s offices in London, the US, Asia Pacific and South Africa.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

The TRADE

OCTOBER 24, 2023

The pan-European central counterparty (CCP) has approval to clear cash equities, depositary receipts, ETFs, and equity derivatives (index futures and options). Its overall market share for cash equities clearing was 34% in the first half of 2023, an year-on-year increase from 2022.

Trading 59

Trading Risk Management Equities Management 59

The TRADE

OCTOBER 31, 2024

Finding fixed income After spending three months as a trading assistant intern at PPM America, Raymond landed his first permanent buy-side position, joining UBS Asset Management as an operations assistant in 2003. Equities was already a globalised product and in 2021, LGIM opted to globalise its fixed income product offering.

Portfolio 52

Portfolio Trading Management Asset Management 52

The TRADE

MARCH 8, 2024

I graduated university in 2021 with a degree in modern languages and started on a graduate scheme that gave me a great overview of the various aspects of a trading role. The post Celebrating International Women’s Day with… Liontrust Asset Management’s Maddy Davies appeared first on The TRADE.

Trading 59

Trading Asset Management Funds Management 59

The TRADE

JULY 24, 2023

Werner Eppacher has spent the entirety of his two-decade financial career with German asset manager DWS Group, catching his first glimpse of a trading floor as an intern for Deutsche Bank in 2003. “A This is followed by 13% being accounted for by alternatives and 12% by active equity.

Trading 52

Trading Portfolio Management Asset Management Management 52

Solganick & Co.

SEPTEMBER 2, 2024

February 2024: As part of the aftershocks of Broadcom’s $69 billion acquisition of virtualization giant VMware in 2023, private equity firm KKR announced a deal to buy VMware’s End User Computing business for approximately $4 billion. The company went public in 2021 but was reportedly in acquisition talks with Thoma Bravo as early as 2022.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers M&A 52

The TRADE

JULY 6, 2023

Speaking to the key considerations for the European buy-side community, Susan Yavari, regulatory policy advisor – capital markets at European Fund and Asset Management Association (EFAMA) highlighted that identifying potential pain points is the overarching focus.

Funds 59

Funds Investors Trading Management 59

Software Equity Group

APRIL 24, 2024

Historically, strategic buyers have dominated the space, conducting the majority of transactions each year from 2019 to 2021. However, private equity buyers have surged forward over the past two years, accounting for 54% in 2022 and 63% in 2023.

Manufacturing 52

Manufacturing M&A Business Management 52

The TRADE

OCTOBER 18, 2024

Meanwhile, with regards to equities, revenue deriving from prime brokerage compared to trading shifted from a 30% versus 70% ratio a decade ago, to 40% to 60% in 2023. Dominic Rieb-Smith, managing director, international head, prime services sales, JP Morgan, refers to the past year as “a standout”. billion in 2023.

Funds 69

Funds Broker Bank Banking 69

The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. One way of doing this is by using an execution management system (EMS). A novel concept to greener traders. asks Ruffles.

Trading 64

Trading Electronics Portfolio IT 64

The TRADE

MAY 23, 2024

It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor. “We of total continuous trading in European equities.

Trading 52

Trading Investors Broker IT 52

Software Equity Group

OCTOBER 3, 2023

Meanwhile, the number of businesses that tailor content to individual departments and employees rose from 13% in 2021 to 32% in 2022. Specific sectors like IWMS (Integrated Workplace Management Systems) and EAM (Enterprise Asset Management) are indispensable components of the broader DX initiative.

M&A 52

M&A Collaboration Business Management 52

Software Equity Group

MARCH 7, 2024

About IntelligenceBank IntelligenceBank is an award-winning marketing operations and digital asset management software that helps teams better manage their business processes online. The post Meet the 2024 Female Trailblazers of SaaS appeared first on Software Equity Group.

Management 52

Management Collaboration IT Business 52

Software Equity Group

MARCH 7, 2024

About IntelligenceBank IntelligenceBank is an award-winning marketing operations and digital asset management software that helps teams better manage their business processes online. The post Meet the 2024 Female Trailblazers of SaaS appeared first on Software Equity Group.

Management 52

Management Collaboration IT Business 52

Software Equity Group

MARCH 7, 2024

About IntelligenceBank IntelligenceBank is an award-winning marketing operations and digital asset management software that helps teams better manage their business processes online. The post Meet the 2024 Female Trailblazers of SaaS appeared first on Software Equity Group.

Management 52

Management Collaboration IT Business 52

The TRADE

APRIL 30, 2024

New rules have impacted almost every financial firm, ranging from banks to asset managers. Among the key components of Basel III is the increase in minimum capital requirements for banks, including higher common equity and Tier 1 capital ratios. The years following 2008’s GFC experienced continued financial regulatory reform.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Software Equity Group

JANUARY 16, 2024

Infrastructure Bill : In 2021, President Biden signed the Infrastructure Investment and Jobs Act (IIJA), also called the Bipartisan Infrastructure Law, intended to invest $550 billion in a myriad of major construction projects across the country.

Manufacturing 52

Manufacturing Economics Management Business 52