The TRADE

JULY 5, 2024

Milan-based O’Connor joins following almost 15 years at ACCIONA Group’s Spanish asset manager, BESTINVER. MIT SIM carries out a range of brokerage activities, with a particular focus on supporting investors looking at small to medium sized enterprises. He also previously worked for Gestnord, the brokerage arm of Banca Sella.

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Sale Asset Management Boutique Equities 59

Global Banking & Finance

JUNE 29, 2023

CHOM CAPITAL: Integrating Sustainability Into Every Stage of the Investment Process CHOM CAPITAL GmbH is an owner-operated asset management boutique with a proven track record across European equities.

Capital 52

Capital Investment Boutique Asset Management 52

The TRADE

FEBRUARY 5, 2024

Greg Finke joins the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Prior to joining Rothschild in January 2023, Finke spent nearly five years at Marathon Asset Management as a global equity trader covering equities and FX.

Capital 52

Capital Boutique Asset Management Trading 52

The TRADE

JANUARY 26, 2024

Andrew Jackson Vontobel Asset Management has appointed ex-Credit Suisse senior executive Andrew Jackson, as its new head of fixed income, replacing Simon Lue-Fong who is departing after three years in the role. A spokesperson told The TRADE that Jackson will oversee a team of 39 investment professionals in his new role.

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The TRADE

JULY 15, 2024

He also previously served as managing director at both American Express Bank International and Deutsche Bank, Argentina. Edmond de Rothschild Asset Management appointed Regine Wiedmann as head of distribution for the DACH region. Before that, she co-founded Vicenda Asset Management in Zug, Switzerland.

Asset Management 64

Asset Management Management Trading Sale 64

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. The move has opened up swathes of synergy opportunities for the pure fixed income asset manager, with its traders now working directly alongside RBC BlueBay Asset Management’s equities desk.

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Trading Asset Management Management Electronics 98

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.

Sale 64

Sale Asset Management M&A Investment Banking 64

The TRADE

JUNE 12, 2023

Van Suchtelen joined LedgerEdge from boutique trading firm SFI Markets – formerly STX Fixed Income – where he was responsible for the Northern European market. Before that, he held senior positions at ATC Financial Solutions and Wallich & Matthes, where he set up the asset back securities desk.

Asset Management 64

Asset Management Trading Consulting Investors 64

The TRADE

AUGUST 20, 2024

Northern Trust has been selected to provide outsourced trading to global asset manager Nedgroup Investments via its Integrated Trading Solutions (ITS). Amy Thorne Specifically, Northern Trust will support Nedgroup with its new in-house multi-boutique fixed income platform.

Investment 59

Investment Trading Investment Manager Funds 59

The TRADE

FEBRUARY 12, 2024

Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Prior to joining Rothschild in January 2023, Finke spent nearly five years at Marathon Asset Management as a global equity trader covering equities and FX.

Capital 64

Capital Sale Asset Management Management 64

The TRADE

JUNE 5, 2023

Polar Capital’s head of trading Alex Jenkins has left the boutique hedge fund to join rival Millennium later this year, The TRADE can reveal. Jenkins has been head of trading at Polar Capital for three and a half years, joining in 2019 after serving with Highbridge Capital Management for five years as its head of European trading.

Trading 52

Trading Accountant Capital Sale 52

The TRADE

OCTOBER 4, 2023

LiquidityBook is set to acquire boutique capital markets fintech provider, Messer Financial Software, in a bid to accelerate its multi-asset capabilities. With regard to our buy-side clients, and especially newer or smaller funds, time and again we hear their need to shadow their fund admins or manage their own books and records.

Portfolio Management 59

Portfolio Management Architecture Portfolio Accountant 59

Mergers and Inquisitions

APRIL 24, 2024

We’ll return to this point later, but in finance, it’s more common to do a pre-MBA internship at a small VC/PE firm or boutique bank rather than a bulge bracket bank. Pre-MBA programs at large companies tend to be more common and important in tech and consulting; internships at boutique firms (via networking) are more common in finance.

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IT Investment Banking Recruitment Finance 59

Mergers and Inquisitions

MARCH 27, 2024

run them, but so do many elite boutiques (Lazard, Evercore, PJT, etc.), Outside of IB, various asset managers, hedge funds, consulting firms, and trading firms also run some type of spring week program, but we’re focusing on banking here. Which Banks Offer Spring Weeks? All the bulge bracket banks in the U.K.

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Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

SEPTEMBER 13, 2023

Two relevant internships in 1L and 2L, such as at a restructuring boutique bank and a PE or credit-related one. If you want to get into distressed investing directly out of law school, you’ll probably need: A degree from one of the top law schools in the country.

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Debt Funds Investment Equities 103

The TRADE

JANUARY 3, 2024

Boutique independents and the largest financial services providers co-exist in this burgeoning space which has some elements of comradery and others of fierce rivalry. Raymond McCabe, founder and managing partner of Outset Global, highlights how a dozen of its frontline traders are “pure buy-side” from “big desks”.

Trading 64

Trading Asset Management M&A Broker 64

Mergers and Inquisitions

AUGUST 23, 2023

All the large investment banks – bulge brackets , elite boutiques , and middle-market firms – use internships as a recruiting tool for Analysts and Associates. No Return Offer” Policy – Some boutique banks hire interns but never plan to bring them back full-time. If you’re in this category, at least it’s easy to explain in interviews!

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

JANUARY 10, 2024

The Top Firms in Wealth Management vs. Investment Banking Most people would say the top investment banks are the bulge brackets and elite boutiques , at least for entry-level roles. That said, I think the sheer hatred directed toward wealth management in some online forums is quite exaggerated.

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Investment Banking Management Bank Banking 59

The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. A novel concept to greener traders.

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Trading Electronics Portfolio IT 64

Mergers and Inquisitions

JANUARY 22, 2025

Equity research recruiting tends to be less structured, though the bulge bracket banks and elite boutiques still run traditional processes that start over a year before summer internships. public markets roles ( hedge funds , asset management , etc.), and areas like corporate finance or strategy at normal companies.

Investment Banking 64

Investment Banking Equities Bank Banking 64

The TRADE

FEBRUARY 5, 2025

It really depends on how those how those big asset pools structure themselves, but we can foresee certain areas in the future where an asset manager and a very large buy-side pool will collaborate on a bespoke index.

Asset Management 59

Asset Management Boutique Collaboration Consulting 59

The TRADE

DECEMBER 9, 2024

.” The past year has seen multiple investment managers outsource their trading to Northern Trust. Most recently, UK-based asset manager Artemis selected Northern Trust to provide outsourced trading services for its equities and derivatives activity, effective January 2025.

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Trading Asset Management Funds Collaboration 64