The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Frédéric Benizri left TP ICAP to join financing, investment and risk management business CIC Market Solutions as a sales trader.

Sale 64

Sale Management Trading Portfolio Management 64

Peak Frameworks

AUGUST 24, 2023

Robo-advisors are automated platforms that provide investment management services with minimal human intervention, such as Betterment. These can include account maintenance fees, inactivity fees, and fees for additional services like research reports or access to premium trading platforms. Variety of investment options.

IT 52

IT Trading Accountant Investors 52

The TRADE

NOVEMBER 2, 2023

We were frequently approached by the top four accountancy firms who spoke about amazing opportunities, but I quickly realised this wasn’t the path for me. A friend suggested I consider investment banking and following a trading and sales summer placement at ABN AMRO in the City, I was instantly captivated – I had found my fit.

Trading 64

Trading Portfolio Bank Banking 64

The TRADE

MARCH 27, 2024

Traders can use request for quote or request for market protocols and can upload Ibor portfolios into Tradeweb’s list trading mechanism for conversion into risk free rates. At Tradeweb, around 67-68% of volume on its emerging markets platform was accounted for by RFM in Q4 of last year. “For The result: a boom in RFM.

Trading 64

Trading Electronics IT Investment Manager 64

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. The London-based trading team at Ninety One has a very particular set of skills. This context is crucial for our day-to-day operations.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

Growth Business

AUGUST 3, 2023

I would always encourage a founder to come out of their comfort zone, and even pitch to investors before they’re ready,” said Adam Beveridge, investment manager at SFC Capital. It’s also crucial to do research on the investors themselves: what they invest in, their portfolio and their recent investments.

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Funds Investors Investment Business 52

Cooley M&A

JANUARY 23, 2024

Strategic innovation Strategic acquirers are feeling more pressure to consummate bolt-on acquisitions in order to round out their portfolios, enter new markets and fill innovation gaps. Others have pursued less-traditional acquisitions, choosing to instead form alliances and partnerships. billion.

M&A 52

M&A Mergers and Acquisitions Acquisitions Pharmaceutical 52

The TRADE

DECEMBER 21, 2023

Where hedge funds were the traditional users, we now see a far more diverse group of players, including managed accounts, allocators, insurance firms, family offices and sovereign wealth managers, to name but a few.”

Trading 64

Trading Management Funds Asset Management 64

Peak Frameworks

JULY 20, 2023

At the heart of financial management and investing lies a crucial question: " How can we maximize returns while minimizing risk?" This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s.

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Portfolio Investors Finance Finance 40

FineMark

JULY 13, 2023

Note : FineMark has direct exposure to these impacts through our own proprietary equity solutions and also through our external investment managers. Additionally, many of the S&P 500 components we noted above as generating outsized returns are beneficiaries of AI, either directly or indirectly.

S&P 52

S&P Bank Banking Investment 52

The TRADE

APRIL 9, 2025

The move will see Janus Henderson manage the $45 billion investment grade public fixed income portfolio for Guardians general account, as well as more than $147 billion in fixed income assets globally. The portfolio will include investment grade corporates and securitised credit.

Insurance 59

Insurance Asset Management Portfolio Investment 59

The TRADE

JANUARY 13, 2025

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 This deal is understood to be a key step toward Clearwaters plan of building the first cloud-native front-to-back platform for the entire investment management industry.

Business 59

Business Mergers and Acquisitions Asset Management Investment Manager 59