The TRADE

JULY 24, 2023

Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture, The TRADE can reveal. He departs following a 35-year long career in investment management, spending 19 years at Fidelity Investments as a European portfolio manager until 2006.

Investment Manager 52

Investment Manager Management Investment Portfolio Management 52

The TRADE

OCTOBER 19, 2023

The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.

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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 Can you imagine an asset manager increasing the management fee for an ETF?

Trading 52

Trading Portfolio Management Asset Management Management 52

Razorpay

DECEMBER 15, 2024

A private banker is a financial professional who manages the investments and financial needs of high-net-worth individuals and organizations. Private bankers provide personalized financial services, such as asset management, estate planning, and tax advice.

Bank 52

Bank Banking IT Management 52

The TRADE

JULY 17, 2023

With Middle East and North Africa (MENA) becoming a larger part of indices and portfolio managers’ thinking, decisions will have to be taken around how best to trade these markets. Foremost is smooth and continuous trading, meaning an asset manager can work on a global level with minimum hinderance.

Equities 52

Equities Trading Asset Management Management 52

The TRADE

JANUARY 3, 2024

David Berney and Michael Broadbent run Ergo Consultancy which delivers what it refers to as provider “beauty parades” for buy-side organisations looking to outsource their trading, whereby it presents all the services in the industry to that asset manager, hedge fund or asset owner.

Trading 64

Trading Asset Management M&A Broker 64

Mergers and Inquisitions

MAY 24, 2023

Event-driven hedge funds differ from other funds because they rely on specific “hard catalysts,” such as acquisitions and divestitures. All the large multi-manager funds , such as Millennium, also use event-driven strategies to some extent. Schoenfeld Asset Management (PSAM), Pentwater, Silver Point, Anchorage, and King Street.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The TRADE

AUGUST 7, 2024

Traders, and portfolio managers, across the industry are seemingly eager to be part of these conversations – not just about the dawn of outsourcing but also when it comes to technological change across the market. Examples just from just the last six months include UK-based investment management firm Waverton – which has £9.1

Trading 59

Trading Management IT Investment Manager 59

The TRADE

MARCH 4, 2024

JP Morgan subsidiary Neovest has moved to expand its capabilities in the hedge fund sphere with the acquisition of investment management platform LayerOne Financial. Users will be able to send orders to their brokers, manage positions, monitor portfolios, and conduct risk assessments and compliance checks from a unified platform.

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Funds Risk Assessment Investment Manager Broker 59

Mergers and Inquisitions

MARCH 5, 2025

Biotech Hedge Funds Definition: Biotech hedge funds bet for or against public biopharmaceutical companies, typically based on catalysts such as clinical trial results, acquisitions, and liquidations; many funds focus on early-stage companies, but some also invest in platform companies, and some also make private-market investments.

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Funds Healthcare Mergers and Acquisitions Valuation 64