Asset Management - Investment Banking Today

Crypto Asset Management: Expansion Roadmap for Managers and Investors (Part 1)

JD Supra: Mergers

MAY 23, 2024

Asset managers who invest in crypto assets are expanding their footprint as managers of capital for investors. Investors are increasingly seeking out asset managers that have expertise in crypto assets.

Asset Management

Asset Management Management Investors Financial Institution

Search for scale and specialist expertise point to increased dealmaking among asset managers

JD Supra: Mergers

DECEMBER 15, 2023

Fundraising challenges, higher financing costs, market volatility and an ever-tighter regulatory environment are upping the pressure for M&A among asset managers. Those drivers, however, apply differently depending on which segment of the market you’re looking at. By: Allen & Overy LLP

Asset Management

Asset Management Management M&A Finance

Crypto asset managers look past the next big coin to diversify portfolios

CNBC: Investing

AUGUST 22, 2024

The next step in crypto asset management goes beyond identifying the next big coin. You can forget about a Solana ETF alone.

Asset Management

Asset Management Management Portfolio

Major investment banks and asset managers partake in landmark blockchain pilot

The TRADE

MARCH 12, 2024

Digital Asset’s blockchain network Canton has completed a pilot involving a large group of major investment banks and asset managers demonstrating interoperability of independent distributed ledger applications (dApps) in the capital markets domain.

Asset Management

Asset Management Investment Banking Management Banking

Italian asset management company Anima Alternative SGR adopts Kepler Cheuvreux’s new analytics suite

The TRADE

JANUARY 11, 2024

” Anima Alternative SGR is the asset management company within Anima Group – the largest independent asset management group in Italy. The post Italian asset management company Anima Alternative SGR adopts Kepler Cheuvreux’s new analytics suite appeared first on The TRADE.

Asset Management

Asset Management Management CFA Trading

Silicon Valley: A Friend or Foe to Asset Management?

Accenture Capital Markets

SEPTEMBER 5, 2023

The financial services industry—including asset managers—has had an interesting relationship with Silicon Valley. Asset managers should not assume that these tech giants will look past this industry. Asset managers should start to prepare for what is likely to be inevitable disruption.

Asset Management

Asset Management Management Funds Financial Services

Walter GAM takes minority stake in Madryn Asset Management

PE Hub

JANUARY 30, 2024

The post Walter GAM takes minority stake in Madryn Asset Management appeared first on PE Hub. Walter GAM is a private equity affiliate of the Walter Group, a Montreal-based family office.

Asset Management

Asset Management Management Private Equity Equities

A big European asset manager trims Nvidia shares after huge rally

CNBC: Investing

JULY 15, 2024

DNB Asset Management, a Nordic fund giant, dumped a sizable portion of its Nvidia stake after the chip giant's stunning 2024 run.

Asset Management

Asset Management Management Shares Funds

Impax Asset Management to acquire corporate credit business from partner firm Formuepleje Group

The TRADE

JANUARY 10, 2024

Impax Asset Management has entered into an agreement to acquire the corporate credit assets from fixed income manager Absalon Corporate Credit, part of Formuepleje Group. The post Impax Asset Management to acquire corporate credit business from partner firm Formuepleje Group appeared first on The TRADE.

Asset Management

Asset Management Corporation Management Business

Nikko Asset Management to rename as Amova Asset Management

The TRADE

SEPTEMBER 5, 2024

Nikko Asset Management is set to rename itself as Amova Asset Management on 1 September 2025. The post Nikko Asset Management to rename as Amova Asset Management appeared first on The TRADE. ” Specifically, ‘Amova’ is an amalgamation of the concepts driving the business.

Asset Management

Asset Management Management Business Trading

Web3 investment firm Borderless Capital acquires CTF Capital to bring AI and quant expertise

TechCrunch: M&A

MARCH 26, 2024

Borderless Capital, an investment firm that specializes in web3, announced Tuesday that it is acquiring CTF Capital, a quantitative trading and asset management firm headquartered in Miami, with technology and operation teams in Latin America. The financial details of the deal were not disclosed.

Capital

Capital Investment Asset Management Acquisitions

Brookfield Asset Management opens new Frankfurt office

PE Hub

NOVEMBER 13, 2023

The post Brookfield Asset Management opens new Frankfurt office appeared first on PE Hub. Brookfield has been actively investing in Germany since 2013.

Asset Management

Asset Management Management Investment Funds

Mattamouros rejoins Goldman Sachs Asset Management as managing director

PE Hub

AUGUST 17, 2023

Most recently, she was a managing director at EQT Partners. The post Mattamouros rejoins Goldman Sachs Asset Management as managing director appeared first on PE Hub.

Asset Management

Asset Management Management

Santander Asset Management joins Eurex for listed FX business

The TRADE

MAY 22, 2024

Eurex has welcomed Santander Asset Management as a global player in its listed FX segment. Imanol Urquizu The Spanish asset manager has begun to expand its FX futures business to Eurex, supported by Banco Santander as clearing member and Deutsche Bank as liquidity provider.

Asset Management

Asset Management Management Business Trading

Brookfield Asset Management wraps up third infrastructure debt fund

PE Hub

NOVEMBER 3, 2023

The post Brookfield Asset Management wraps up third infrastructure debt fund appeared first on PE Hub. BID III's limited partners include public and private pension plans, sovereign wealth funds, financial institutions, endowments, foundations and family offices.

Asset Management

Asset Management Debt Funds Management

European asset managers face almost 40% of trades falling outside of CLS cut-off due to custodian deadlines

The TRADE

MARCH 14, 2024

More than a third of FX trades from European asset managers would have to settle outside CLS following the US shift to T+1 and therefore carry increased risk, a leading association has found through new research. T+1 implementation today does not represent an absolute reduction of risk in the system.

Asset Management

Asset Management Trading Management Funds

Royal London Asset Management restructures global equity team

The TRADE

APRIL 29, 2024

Royal London Asset Management has restructured its global equity team with immediate effect, following the departure of its head of equities and some members of the wider global equities team. The post Royal London Asset Management restructures global equity team appeared first on The TRADE.

Asset Management

Asset Management Equities Management Funds

Fund finance market—adapting to change

JD Supra: Mergers

JUNE 23, 2023

Once considered a small, esoteric area of the lending landscape, fund finance—loan facilities secured against investor commitments to private equity (PE) funds and/or fund assets—has grown into a global market worth more than US$600 billion during the last decade, according to asset manager abrdn. By: White & Case LLP

Finance

Finance Finance Funds Private Equity

Jupiter Asset Management trader joins TT International

The TRADE

OCTOBER 21, 2024

Michael Lam has joined TT International as a senior trader, following three and a half years at Jupiter Asset Management as a fixed income trader at the firm. The post Jupiter Asset Management trader joins TT International appeared first on The TRADE. London-based Lam announced his new role on social media.

Asset Management

Asset Management Management Investment Manager Media

Brookfield Asset Management agrees to exit Greenergy’s European biz

PE Hub

MARCH 5, 2024

The post Brookfield Asset Management agrees to exit Greenergy’s European biz appeared first on PE Hub. Greenergy is a UK-based road fuels supplier and a biodiesel producer.

Asset Management

Asset Management Management

Bloomberg AIM adopted by APS Asset Management to automate post-trade workflows

The TRADE

JUNE 24, 2024

Singapore-headquartered fund manager APS Asset Management has adopted order and investment management technology solution, Bloomberg AIM, to automate its post-trade workflows. We are proud that our partnership with APS Asset Management will help them scale and automate workflows.”

Asset Management

Asset Management Trading Management Investment Manager

People Moves Monday: UBS, MEAG, Northern Trust Asset Management and more…

The TRADE

JUNE 24, 2024

Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan.

Asset Management

Asset Management Management Sale Portfolio Management

BlackRock and Jio Financial Services new asset management venture set to “democratise access to investment solutions” in India

The TRADE

JULY 27, 2023

According to the businesses, the aim is to “revolutionise India’s asset management industry and transform financial futures” through combining the scale and investment history of BlackRock, with the technology resources and local market knowledge held by JFS.

Asset Management

Asset Management Financial Services Management Investment

What Asset Managers need to get right with generative AI

Accenture Capital Markets

JUNE 18, 2024

Generative AI (gen AI) is predicted to impact over two-thirds of all functions across the capital markets industry, suggesting that the technology has the potential to significantly transform all its segments—including asset management. The majority of asset manager have already started on this journey.

Asset Management

Asset Management Management Capital Market Government

Resona Asset Management selects BBH to bolster FX trading capabilities

The TRADE

OCTOBER 31, 2024

Brown Brothers Harriman (BBH) has expanded its relationship with Japan-based Resona Asset Management to include BBH’s automated third party FX solution, InfoFX. Munenori Yoshihara, BBH The development sees Resona become the first Japanese investment manager to implement the FX solution.

Asset Management

Asset Management Trading Management Investment Manager

People Moves Round Up: MarketAxess, MUFG and Royal London Asset Management

The TRADE

MAY 7, 2024

He joined the bank in 2021 as global head of e-FX having and previously served as a strategic transformation consultant at State Street.Prior to that, Tokyo-based Wright spent 16 years at Morgan Stanley, most recently as a managing director. He has also held roles at FXall and UBS, as product manager and associate director, respectively.

Asset Management

Asset Management Management Equities Trading

FDIC Proposes Amendments to Its Change in Bank Control Act Regulations

JD Supra: Mergers

AUGUST 9, 2024

The proposal would establish stricter oversight of certain transactions and responds to concerns that large asset managers may be exerting influence on FDIC-supervised institutions.

Banking

Banking Bank Asset Management Insurance

JPMorgan analyzes all the winners and losers in asset management industry from bitcoin ETF approval

CNBC: Investing

JANUARY 11, 2024

The firm weighed on some companies would be impacted by the rule change.

Asset Management

Asset Management Management

Fengate Asset Management announces financial close on two U.S. healthcare facilities

Global Newswire by Notified: M&A

NOVEMBER 5, 2024

Fengate Asset Management announces financial close on the acquisition of two operating inpatient rehabilitation facilities in the United States.

Asset Management

Asset Management Management Healthcare Acquisitions

State Street Global Advisors and Galaxy Asset Management collaborate on new digital asset-based strategies

The TRADE

JUNE 27, 2024

State Street Global Advisors and Galaxy Asset Management have unveiled a new collaboration aimed at bringing investors digital asset-based strategies, offering key exposure to companies involved in the digital asset space. trillion digital asset landscape through manager-directed strategies.

Asset Management

Asset Management Collaboration Management Investors

What will it cost you to buy a bitcoin ETF? Here are the cheapest and most expensive funds

CNBC: Investing

JANUARY 11, 2024

Asset managers were already cutting their fees ahead of Thursday's launches for bitcoin ETFs.

Asset Management

Asset Management IT Funds Management

People Moves Monday: UBS, Titan Asset Management, IEX Group and more…

The TRADE

JUNE 10, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management, joined Titan Investment Solutions as a junior portfolio manager and trader. The post People Moves Monday: UBS, Titan Asset Management, IEX Group and more… appeared first on The TRADE.

Asset Management

Asset Management Management Trading Equities

Navigating Immigration Challenges in Corporate Mergers and Acquisitions

JD Supra: Mergers

MAY 1, 2024

In the intricate processes of mergers and acquisitions, the focus often lands squarely on financials, asset management, and strategic alignments.

Mergers and Acquisitions

Mergers and Acquisitions Mergers Acquisitions Corporation

‘Big Short’ investor Michael Burry piles into physical gold fund, making it his biggest bet

CNBC: Investing

MAY 15, 2024

Burry, who now manages hedge fund Scion Asset Management, bought more than 440,000 units of the Sprott Physical Gold Trust (PHYS).

Funds

Funds Asset Management Investors IT

Microsoft signs deal to invest more than $10 billion on renewable energy capacity to power data centers

CNBC: Investing

MAY 1, 2024

Microsoft and Brookfield Asset Management will develop 10.5 gigawatts of renewable energy, in a deal they describe as the largest of its kind.

Asset Management

Asset Management Investment Management IT

The one sector of the stock market that is cheap with upside today

CNBC: Investing

SEPTEMBER 29, 2024

Karen Firestone of Aureus Asset Management breaks down the case for biopharmaceuticals.

Asset Management

Asset Management Stock Management

Energy & Sustainability M&A Activity — September 2024

JD Supra: Mergers

SEPTEMBER 4, 2024

August 01, 2024: SEAM Group, a B2B business products and services company that provides safety, reliability, maintenance, and enterprise asset management services in the hospitality, food processing, and pharmaceutical industries, was acquired by ABB for an undisclosed amount.

M&A

M&A Hospitality Asset Management Pharmaceutical

New Vanguard CEO says improving customer experience is a 'very high' priority and AI could help

CNBC: Investing

JULY 29, 2024

Salim Ramji comes to Vanguard from rival BlackRock, making him the first outsider CEO for the roughly $9 trillion asset manager

Asset Management

Asset Management Management

Evaluating Asset Management Companies: Key Metrics and Methodologies

MergersCorp M&A International

NOVEMBER 1, 2024

Valuing an asset management company (AMC) is a multifaceted endeavor that requires a nuanced approach. Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations.

Asset Management

Asset Management Management Valuation Discounted Cash Flow

SMC Entertainment Enters Letter of Intent to Acquire Boutique Investment Manager, Bateau Asset Management, Providing Entry to Australian and Southeast Asian Financial Services Market

Global Newswire by Notified: M&A

SEPTEMBER 9, 2024

SMC Entertainment Enters Letter of Intent to Acquire Boutique Investment Manager, Bateau Asset Management.

Boutique

Boutique Asset Management Entertainment Investment Manager

[Podcast] Private Market Talks: The Hedge Fund Platform Model with Crestline’s Caroline Cooley

JD Supra: Mergers

MAY 14, 2024

In this episode, we’re joined by Caroline Cooley, managing partner and CIO for Crestline Summit Strategies. Caroline joined Crestline in 1998 and has since helped build the firm into a multi-strategy, multi-portfolio and multi-billion-dollar asset manager. By: Proskauer - Private Market Talks Podcast

Asset Management

Asset Management Portfolio Funds Management

FDIC Proposes Broader Role Under the Change in Bank Control Act

JD Supra: Mergers

AUGUST 29, 2024

The NPR seeks, in part, to address the FDIC’s concerns about the increasing stakes in insured depository institutions (IDIs) and their holding companies (IDI Holding Companies) held by large fund complexes and other asset managers. The NPR was adopted by a 3-to-2 vote, with Vice-Chair Travis Hill and. By: Morrison & Foerster LLP

Banking

Banking Bank Insurance Asset Management

Oaktree to pick up Close Brothers Asset Management in £200 million deal

The TRADE

SEPTEMBER 19, 2024

Oaktree Capital Management has agreed to acquire Close Brothers Asset Management (CBAM) – the wealth management arm of Close Brothers – for an equity value of up to £200 million, set to be completed in early 2025 pending customary regulatory approvals.

Asset Management

Asset Management Management Mergers and Acquisitions Business

Antitrust Authorities Keep Pressure Up on Private Equity, Focusing on Healthcare

JD Supra: Mergers

MARCH 8, 2024

A recent government initiative announced on March 5, 2024 signals that more antitrust scrutiny for private equity firms and asset managers is on the horizon.

Private Equity

Private Equity Equities Healthcare Asset Management

Crypto Asset Management: Expansion Roadmap for Managers and Investors (Part 1)

Search for scale and specialist expertise point to increased dealmaking among asset managers

Trending Sources

Crypto asset managers look past the next big coin to diversify portfolios

Major investment banks and asset managers partake in landmark blockchain pilot

Italian asset management company Anima Alternative SGR adopts Kepler Cheuvreux’s new analytics suite

Silicon Valley: A Friend or Foe to Asset Management?

Walter GAM takes minority stake in Madryn Asset Management

A big European asset manager trims Nvidia shares after huge rally

Impax Asset Management to acquire corporate credit business from partner firm Formuepleje Group

Nikko Asset Management to rename as Amova Asset Management

Web3 investment firm Borderless Capital acquires CTF Capital to bring AI and quant expertise

Brookfield Asset Management opens new Frankfurt office

Mattamouros rejoins Goldman Sachs Asset Management as managing director

Santander Asset Management joins Eurex for listed FX business

Brookfield Asset Management wraps up third infrastructure debt fund

European asset managers face almost 40% of trades falling outside of CLS cut-off due to custodian deadlines

Royal London Asset Management restructures global equity team

Fund finance market—adapting to change

Jupiter Asset Management trader joins TT International

Brookfield Asset Management agrees to exit Greenergy’s European biz

Bloomberg AIM adopted by APS Asset Management to automate post-trade workflows

People Moves Monday: UBS, MEAG, Northern Trust Asset Management and more…

BlackRock and Jio Financial Services new asset management venture set to “democratise access to investment solutions” in India

What Asset Managers need to get right with generative AI

Resona Asset Management selects BBH to bolster FX trading capabilities

People Moves Round Up: MarketAxess, MUFG and Royal London Asset Management

FDIC Proposes Amendments to Its Change in Bank Control Act Regulations

JPMorgan analyzes all the winners and losers in asset management industry from bitcoin ETF approval

Fengate Asset Management announces financial close on two U.S. healthcare facilities

State Street Global Advisors and Galaxy Asset Management collaborate on new digital asset-based strategies

What will it cost you to buy a bitcoin ETF? Here are the cheapest and most expensive funds

People Moves Monday: UBS, Titan Asset Management, IEX Group and more…

Navigating Immigration Challenges in Corporate Mergers and Acquisitions

‘Big Short’ investor Michael Burry piles into physical gold fund, making it his biggest bet

Microsoft signs deal to invest more than $10 billion on renewable energy capacity to power data centers

The one sector of the stock market that is cheap with upside today

Energy & Sustainability M&A Activity — September 2024

New Vanguard CEO says improving customer experience is a 'very high' priority and AI could help

Evaluating Asset Management Companies: Key Metrics and Methodologies

SMC Entertainment Enters Letter of Intent to Acquire Boutique Investment Manager, Bateau Asset Management, Providing Entry to Australian and Southeast Asian Financial Services Market

[Podcast] Private Market Talks: The Hedge Fund Platform Model with Crestline’s Caroline Cooley

FDIC Proposes Broader Role Under the Change in Bank Control Act

Oaktree to pick up Close Brothers Asset Management in £200 million deal

Antitrust Authorities Keep Pressure Up on Private Equity, Focusing on Healthcare

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