The TRADE

FEBRUARY 26, 2024

Ryan O’Connor left Goldman Sachs Asset Management and is set to join ETF provider Global X ETFs as chief executive on 8 April. He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business.

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Asset Management Management Trading Capital Market 64

The TRADE

NOVEMBER 25, 2024

Cboe Clear Europe has received regulatory approval to clear European Securities Financing Transactions (SFTs), granted by De Nederlandsche Bank (DNB) and the Autoriteit Financiële Markten (AFM). The concept of central clearing of SFTs is not new and has been tried before with varying degrees of success.

Finance 69

Finance Finance Securities Trading 69

The TRADE

JUNE 27, 2023

Asset managers are turning to third party vendor relationships as a means of reducing costs, a report from Northern Trust and Coalition Greenwich has found. Around 37% of the 151 asset managers surveyed by Northern Trust confirmed plans to renegotiate fees with vendors to reduce costs and increase efficiencies.

Asset Management 59

Asset Management Management Capital Market Valuation 59

The TRADE

AUGUST 28, 2023

Northern Trust promoted Dane Fannin as its new head of global foreign exchange (GFX)and securities finance within its capital markets business. He originally joined the bank in 2006 in a securities lending role. Pictet Asset Management appointed Jade Beckmann as an equity trader.

Asset Management 52

Asset Management Banking Bank Universal Banks 52

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

JULY 31, 2023

Deutsche Bank has re-entered the local DCM in South Korea as it expands its investment banking capabilities in the region in a bid to support its local clients in accessing global debt capital markets. It also provides asset management services to its South Korean clients through Deutsche Bank subsidiary, DWS.

Investment Banking 52

Investment Banking Banking Bank Debt Capital Markets 52

The TRADE

FEBRUARY 27, 2024

The deal will further bolster FIS’ capital markets technology offering, having acquired SunGard in a major deal back in 2015. trillion asset manager Franklin Templeton outsourcing its entire global transfer agency (TA) operations to FinTech FIS.

Trading 111

Trading Capital Market Asset Management Capital 111

Razorpay

AUGUST 9, 2023

Regular individuals have retail banks. Huge corporations have investment banks. The answer: Merchant banks. Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. What is a Merchant Bank? billion).

Banking 52

Banking Bank Business Underwriting 52

The TRADE

JULY 15, 2024

Previously in his career, Paparella ran the institutional structured products Latin America desk for RBC Capital Markets. He also previously served as managing director at both American Express Bank International and Deutsche Bank, Argentina. Before that, she co-founded Vicenda Asset Management in Zug, Switzerland.

Asset Management 64

Asset Management Management Trading Sale 64

The TRADE

MARCH 11, 2024

BNY Mellon made two key senior managing director hires into its fixed income and equity sales and trading businesses. Gould joined BNY Mellon after three years at RBC Capital Markets where she previously served as co-head of equities electronic sales and trading.

Equities 119

Equities Trading Sale Capital Market 119

The TRADE

NOVEMBER 13, 2024

Artificial intelligence (AI) and innovation have become synonymous in recent times, with the promise of more efficiency than ever before without breaking the bank clearly proving too good to resist. But what does the persistent evolution of AI mean for capital markets specifically?

Trading 64

Trading Capital Market Asset Management IT 64

The TRADE

JULY 24, 2023

RBC Capital Markets appointed Giles Gleave and Mike Heraty as its newest managing directors, according to an internal memo seen by The TRADE. Before that, he worked at Bank of America for 11 years, most recently as head of North American equity client solutions sales and structuring.

Asset Management 52

Asset Management Investment Manager Management Equities 52

The TRADE

JANUARY 8, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). He originally joined the asset manager as an investment operations analyst in 2020. Throughout his career Jenkins has also worked at SWIFT, Macgregor, and AXA Investment Managers.

Asset Management 64

Asset Management Equities Sale Investment Manager 64

The TRADE

SEPTEMBER 18, 2023

Grasso joined FlexTrade last year after three and a half years at Bloomberg, also with a buy-side OMS focus, most recently serving as an account manager for its AIM solution. Previously he also served across ANIMA Asset Management and Mediobanca.

Bank 64

Bank Banking Stock Equities 64

The TRADE

DECEMBER 27, 2023

The acquisition was completed earlier this month, with operations acquired set to be rebranded as Marex Prime Services and Market Outsourced Trading, with both becoming part of the Marex Capital Markets business (formed last year following the acquisition of ED&F Man Capital Markets). He will report to Blatch.

Acquisitions 110

Acquisitions Trading Mergers and Acquisitions Capital Market 110

Global Banking & Finance

MAY 7, 2024

Race for Europe’s first ‘real-time’ stock trade tape heats up By Huw Jones LONDON (Reuters) – Banks and asset managers are vying with Europe’s exchanges to develop technology that can deepen the pool of investors in the continent’s capital markets and better compete with Wall Street.

Trading 40

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The TRADE

APRIL 15, 2024

Across the board banks have reported increasingly positive equities performances, a notable development following turbulent recent times. Jane Fraser While equities performance either grew or remained flat across the sell-side, the banks posted less impressive growth in fixed income, however. year on year (up 47.9%

Equities 59

Equities Investment Banking Capital Market Banking 59

The TRADE

MAY 15, 2024

BNY Mellon has today announced the integration of Global Markets Trading (GMT), which will combine the firm’s capabilities in foreign exchange, fixed income, equities and capital markets to provide full-service client provisions.

Trading 69

Trading Asset Management Capital Market Broker 69

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. The global head of capital markets at German asset manager DWS, Keshava Shastry, has left the business, according to two people with knowledge of the matter.

Asset Management 72

Asset Management Sale Trading Equities 72

The TRADE

DECEMBER 28, 2023

At the time, the Swiss National Bank said that the takeover provided a solution “to secure financial stability and protect the Swiss economy in this exceptional situation”. This time being the internal promotion from Northern Trust for its new head of global foreign exchange within its capital markets business.

Asset Management 69

Asset Management Electronics Trading Equities 69

Peak Frameworks

OCTOBER 30, 2023

While the term "bank" may conjure a monolithic image, the reality is far more nuanced. The world of banking can be broadly divided into: Retail Banks: Think of your local branch where you have your checking and savings accounts. For example, Wells Fargo and Bank of America are giants in this space. interest annually.

Banking 52

Banking Bank Proprietary Trading Investment Banking 52

Accenture Capital Markets

SEPTEMBER 5, 2023

In large banks and insurers, individual departments are usually large enough to justify creating their own support teams. Institutional investors usually have narrower operations than banks or insurers. The post Three Ways Institutional Investors Could Increase RPA Success appeared first on Accenture Capital Markets Blog.

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Investors Financial Services Insurance Investment 94

The TRADE

OCTOBER 23, 2023

and Lloyds Banking Group, before joining J O Hambro in 2018. Asset manager Ninety One promoted from within for its new deputy global head of trading and head of trading for South Africa. De Kock has held the position since 2010 and his next role is so far unconfirmed. He will report to Blatch.

Capital 64

Capital Management Asset Management Trading 64

The TRADE

DECEMBER 4, 2023

Justin Llewellyn-Jones, head of capital markets, North America (equities, FX and derivatives) and chief product officer for capital markets at fintech firm Broadridge announced his departure after more than four years with the business. He began his career as a fixed income support analyst at JP Morgan.

Capital Market 64

Capital Market Broker Asset Management Trading 64

The TRADE

JULY 25, 2023

During his time with the asset manager Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong. Prior to joining Invesco in 2016, Taitz spent two and a half years at RBC Capital Markets in a fixed income role and 10 and a half years at UBS Investment Bank as an executive vice president.

Trading 52

Trading Asset Management Investment Banking Capital Market 52

The TRADE

APRIL 8, 2024

Previously in his career, Siegel served as head of European credit sales and trading at MUFG, as well as head of investment grade credit trading at RBC Capital Markets. Other previous tenures include credit trading roles at both Barclays Investment Bank and Credit Suisse.

Trading 64

Trading Asset Management Sale Investment Banking 64

The TRADE

OCTOBER 27, 2023

As part of a major scheme from the Monetary Authority of Singapore (MAS) to develop the region as a global FX trading hub, several large banks over the last few years agreed to develop FX pricing and trading engines in Singapore, in partnership with MAS.

Trading 90

Trading Asset Management Management Investment Manager 90

The TRADE

JUNE 23, 2023

EU asset managers, banks and brokers are urging policy markets not to succumb to pressure that could potentially lead to suboptimal outcomes in the Markets in Financial Instruments Directive (Mifid/r) review.

Trading 59

Trading Equities Asset Management Initial Public Offering 59

The TRADE

JULY 31, 2023

During his time with the asset manager, Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong. Prior to joining Invesco in 2016, Taitz spent two and a half years at RBC Capital Markets in a fixed income role and 10 and a half years at UBS Investment Bank as an executive vice president.

Asset Management 52

Asset Management Investment Banking Trading Investment Manager 52

The TRADE

OCTOBER 16, 2023

Previously in his career, he spent almost a decade at the asset manager in an equity trading role until 2006 and later spent nearly four years at SEB. Prior to joining Segantii, Cain spent nearly four years as a trader at Apollo Global Management. Millennium has appointed Ryan Cain in an equites-focused role.

Equities 69

Equities Sale Trading Investment Banking 69

The TRADE

NOVEMBER 10, 2023

“The strengthening of Abu Dhabi’s dynamic capital market will serve to support the long-term sustainable growth of the UAE economy and the exchange will continue to explore partnerships that support both regional and global connectivity as well as a deeper and more liquid market.”

Collaboration 64

Collaboration Securities Financial Institution Investors 64

Accenture Capital Markets

JANUARY 22, 2024

The first green bond was issued by the World Bank in November 2008 and since then, they’ve become a well-established feature of the global financial landscape. Investor appetite for such investments is rapidly increasing, as banks, asset managers and large corporates all seek ways to invest in sustainability.

Investment 103

Investment Investors Finance Finance 103

Mergers and Inquisitions

FEBRUARY 28, 2024

For the right person, though, fixed income research can be even better than equity research, whether you’re at a bank, an asset management firm, a hedge fund, or a credit rating agency: Table of Contents: What is Fixed Income Research? A few examples: Markets: What’s the 10-year U.S. Treasury yield at?

Equities 59

Equities Asset Management Debt Recruitment 59

The TRADE

JANUARY 2, 2024

Eric Heliene, head of buy-side trading desk, Groupama Asset Management  The intensification of financial regulation is a fundamental trend transforming the asset management ecosystem.   Another big theme will be the importance of the retail investor, and how European capital markets can grow by better serving this community. Investor

Trading 64

Trading Asset Management Equities Retail 64

The TRADE

JANUARY 3, 2024

But there are a number of factors at play which make the future an enticing space to watch as only time will tell whether the independents can continue to thrive among a growing crowd of institutional banking players. Can everyone keep up with the increasing multi-asset and geographic demands? Will we see more M&A?

Trading 64

Trading Asset Management M&A Broker 64

The Deal

JULY 18, 2023

Still, cash-rich private credit can bypass rating agency requirements and syndication to close transactions quickly and put up more money compared to traditional banks. That’s made these firms more attractive to sponsors and sellers, giving the asset class an upper hand in setting buyout terms. billion in commitments in June.

Debt 52

Debt Finance Finance Private Equity 52

The TRADE

OCTOBER 18, 2024

After a few turbulent years stemming from market volatility, rising interest rates, geopolitical turmoil, inflation, soaring energy prices, client performance, fee pressures, a mini banking crisis, looming regulation, constant tweaking of risk models, rising client complexities and the notorious Archegos saga… well, things are looking up.

Funds 69

Funds Broker Banking Bank 69