The TRADE

FEBRUARY 28, 2024

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, The TRADE can reveal. Keshava Shastry Shastry, a managing director based in London, had been with the German firm for over ten years. DWS declined to comment.

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The TRADE

MAY 8, 2024

Singapore-based investment manager New Silk Road has outsourced its trading to Northern Trust as it seeks to fortify its offering as T+1 looms. The post Singaporean investment manager New Silk Road outsources trading to Northern Trust appeared first on The TRADE.

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Global Banking & Finance

FEBRUARY 6, 2024

Empowering ESG Investment Managers with Standard Methodology Aligned Green, Social, Sustainability, Sustainability-Linked and Transition (ESG bonds or GSS+) finance volumes passed the $4trillion mark in H1 2023, according to the Climate Bonds Initiative (CBI). How Green is Green? But how green is green?

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OfficeHours

MAY 24, 2023

Investment banking is one of the most sought-after careers in the finance world. Investment banking is highly desirable due to its potential for high lifetime earnings, its interesting and impactful work, and it serves as a springboard for a career in finance. Maybe even more important than your major is your GPA.

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The TRADE

DECEMBER 19, 2023

Martin Hendry, deputy head of trading, Liontrust Asset Management As we peer into the crystal ball for 2024 trading, a notable shift is anticipated with the adoption of T+1 settlement for US equity transactions. What challenges will Asian and European asset managers face with their FX overlay process?

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The TRADE

JULY 24, 2023

Before that, he worked at Bank of America for 11 years, most recently as head of North American equity client solutions sales and structuring. Elsewhere, Gleave previously served as head of equity solutions for EMEA at Nomura and has also held senior positions at investment banks Morgan Stanley Bank of America, and Lehman Brothers.

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The TRADE

JUNE 19, 2023

The Bank of England (BofE) has today launched a new stress testing “exercise” to improve the understanding of how major banks and buy-side behave in stressed market conditions, including how these behaviours might interact to “amplify shocks”.

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The TRADE

OCTOBER 7, 2024

Previously recognised individuals have gone on to head up some of the largest and most successful desks across leading asset managers and hedge funds.

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The TRADE

APRIL 17, 2024

Sumitomo Mitsui Trust Asset Management has adopted DTCC’s Institutional Trade Processing (ITP) suite of services in a bid to enhance its offering as the US shift to a T+1 settlement cycle fast-approaches, scheduled for 28 May.

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The TRADE

SEPTEMBER 27, 2024

If you are a member of the buy-side community and would like information on attending please contact Karen Delahoy at karen.delahoy@thetradenews.com or Annabel Smith at annabel.smith@thetradenews.com.

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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. Previously in his career, he spent a year as an operation analyst at Liquidnet.

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Razorpay

DECEMBER 15, 2024

What is Private Banking? Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth.

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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. Legal & General Investment Management (LGIM) promoted one of its own to the role of head of US equity and foreign exchange trading.

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Global Banking & Finance

DECEMBER 23, 2024

BNP Paribas has formally signed the previously announced 5.1bn ($5.3bn) share purchase agreement for Axa Investment Managers. Axa and BNP Paribas Cardif entered into exclusive negotiations in August to offload Axa’s asset management division.

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The TRADE

JULY 18, 2023

Bank of America has reported a strong second quarter and first half of the year overall, despite its global wealth and investment management total revenue decreasing 4% to $5.2 The bank also highlighted that lower than average transactional volumes had contributed to lower asset management and brokerage fees.

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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. This year, the industry has seen interest in Singapore grow from the buy-side too.

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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. We are nimble and agile.

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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.

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The TRADE

NOVEMBER 27, 2023

Read more: Fireside Friday with… Morgan Stanley’s Maria Salamanca Mejia Previously in his career, McMahon worked as a centralised dealer at Bank of Ireland Asset Management, working on the multi-asset global trading desk.

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Accenture Capital Markets

SEPTEMBER 5, 2023

The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing. This is mostly because a large share of the total spend is related to front-office costs that RPA does not address, such as staff compensation, investment management fees and deal costs.

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The TRADE

JUNE 19, 2023

Previously, Williams served as an investment account manager at Northern Trust. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. M&G’s global asset management arm appointed Manabu Fujita as head of M&A Investments Japan.

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The TRADE

NOVEMBER 6, 2023

She later took on a role at the bank as executive director of investor flow sales responsible for the introduction of its derivative product to its UK client base. She assumed the role at the bank after a 15-year stint with Morgan Stanley where she held several roles, most recently head of market structure for clients.

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The TRADE

AUGUST 14, 2023

I’ve always worked in the asset management industry, starting my first job at 18 with Scottish Amicable Investment Management in Glasgow. I joined the banking services team and within that team sat the Treasury function consisting of a money market and FX trader. What has your journey to the trading desk been like?

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The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. She joined Ninety One in 2021 from Royal London Asset Management where she had been head of dealing for three years. Gibson is a seasoned trader with an extensive career in markets.

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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?

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The TRADE

JUNE 5, 2023

TS Imagine expanded its team in the Asia Pacific region with two new appointments from investment management fintech Enfusion. Stephanie Cheung was appointed as sales director, while An Hoong will work within the account management team, responsible for technical account management and client support.

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The TRADE

OCTOBER 27, 2023

In July, LTX integrated with BlackRock’s end-to-end investment management and operations platform Aladdin as part of the next phase of the pair’s multi-year partnership. Since the initial launch, participant syndicate banks have more than doubled to over 30 who are now sending EMEA deal announcements to Liquidnet.

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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.

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The TRADE

OCTOBER 31, 2024

Chicago-based head of US trading at Legal and General Investment Management (LGIM) Ryan Raymond has seen enough economic turmoil during his career to know what to do when markets turn volatile. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

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The TRADE

SEPTEMBER 23, 2024

As Alan Martin Lucero, head of FX at Norges Bank Investment Management and Gregory Armon-Jones, managing partner, Armon-Jones Partners debated the role of the future trader, the audience were forced to question if the future truly is digital when it comes to traders’ roles.

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The TRADE

MARCH 4, 2025

Founded in 2020, the platform offers financial solutions to high-growth small and medium-sized enterprises (SMEs) and private equity managers across Europe. The acquisition comes as part of the bank’s growth strategy in alternative asset management, promoting private debt and funds of funds verticals.

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The TRADE

OCTOBER 28, 2024

Michael Lam joined TT International as a senior trader, following three and a half years at Jupiter Asset Management as a fixed income trader. He has previous experience across multi-asset trading and his past roles include stints as a multi asset trader at Manulife Investment Management and BNP Paribas Asset Management.

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The TRADE

FEBRUARY 17, 2025

Before joining Fidelity International, Awan spent two years at Royal London Asset Management. Lavigne brings more than 25 years of buy-side experience, with relationships across the FX market spanning peers, banks and platforms, the exchange said. Elsewhere, Casey Haire was appointed managing director to cover US mid-cap banks.

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The TRADE

FEBRUARY 3, 2025

Wilkes brings extensive experience in financial services, having previously held senior roles at Deutsche Bank, JP Morgan and Goldman Sachs. As part of the new role, he will lead Broadridges sales efforts across the EMEA and APAC regions, with a focus on asset managers and fund administrators.

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The TRADE

DECEMBER 9, 2024

Founded in 2006, Avanza Fonder is a wholly owned subsidiary of Avanza Bank Holding which provides services for private clients. The fund company manages funds in-house and in collaboration with other managers. ” The past year has seen multiple investment managers outsource their trading to Northern Trust.

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The TRADE

MARCH 10, 2025

Prior to joining the firm, London-based Power served as a global multi-asset and derivatives trader at Newton IM, and before that as head of trading at Standard Life Investments. Power has also worked in derivatives-related positions at various firms, including: Ignis Asset Management, Axial Investment Management, and RBS.

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The TRADE

JANUARY 7, 2025

As part of the integration, OptimX is now a certified sweep partner on Charles Rivers investment management system (IMS) meaning Charles River institutional clients can now access OptimX liquidity via their desktops.

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