The TRADE

AUGUST 27, 2024

Acadian Asset Management appointed Jian Du vice president, senior trader in its Sydney office. Du joined the asset manager from Goldman Sachs, where he most recently served as executive director of electronic trading, also based in Sydney. Stifel Europe appointed Freddie Dolcezza as a new equity trader, based in London.

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The TRADE

MARCH 5, 2024

When it comes to selecting an algo provider, ease of system use, reliability and quality of technical support was the top consideration for asset managers across both sides of the Channel in 2023 – 71% in the UK and 73% in Continental Europe – according to a Coalition Greenwich report.

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The TRADE

JULY 15, 2024

Most recently, he served as equity and derivatives trader, vice president at SSGA, focused on the EMEA region, having joined the desk in December 2016. He also previously served as managing director at both American Express Bank International and Deutsche Bank, Argentina. Following his departure he is set to join Barclays Capital.

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The TRADE

JUNE 26, 2024

Algo monitoring capabilities and execution consulting were the lowest rated categories for 2024, despite both having increased in average score from last year. Algo monitoring capabilities and execution consulting both achieved scores of 5.61, which represented a drop of 30 and 12 basis points, respectively.

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Funds Trading Broker Consulting 114

The TRADE

AUGUST 28, 2023

Pictet Asset Management appointed Jade Beckmann as an equity trader. Beckmann joined Pictet Asset Management from Bloomberg, where she most recently served as a professional services sales account manager. Prior to that, she held the role of financial products equity specialist at the firm.

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Asset Management Bank Banking Universal Banks 52

OfficeHours

MAY 24, 2023

Investment banks highly value prior experience in finance-related roles like consulting, investment management, or sales and trading. Look for internships or entry-level positions in these roles at banks, asset management firms, consulting firms, or corporate finance departments. and how our process works.

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The TRADE

NOVEMBER 3, 2023

Almost two thirds (63%) of buy-side equity market participants believe outsourced desks would result in improved execution quality and trade performance when trading across regions, according to new research from Coalition Greenwich. These most recent findings therefore demonstrate a huge leap in terms of market opinion.

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The TRADE

SEPTEMBER 30, 2024

Luke Holmes, head of equity sales trading, US clients at Kepler Cheuvreux left the firm after five years, as revealed by The TRADE. Holmes joined Kepler in 2019 having previously served in equity sales trading roles at Sanford C. Janus Henderson Investors appointed Francesca Alesi as a junior equity trader, based in London.

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Mergers and Inquisitions

JULY 19, 2023

If you’re interested in long-only hedge funds, you should ask a different set of questions: Do these long-only funds offer any advantages over strategies like long/short equity ? And if you are interested in this strategy, should you even target hedge funds, or would a long-only asset management firm be better?

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Funds Asset Management Management Equities 52

The TRADE

OCTOBER 16, 2023

Head of EMEA equity trading at Janus Henderson and markets stalwart, Richard Worrell, is set to leave the institution for a sales role at the London Stock Exchange Group (LSEG). Worrell began his most recent spell at Janus Henderson in 2017 after a six-and-a-half-year tenure at Redburn as an equity sales trader.

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Equities Sale Trading Investment Banking 69

Mergers and Inquisitions

SEPTEMBER 13, 2023

Ask anyone interested in distressed debt hedge funds for “the pitch,” and they’ll probably mention one of the following: “It’s like long/short equity or credit , but more interesting!” Distressed investing offers equity-like returns with lower risk.” Distressed assets offer non-correlated returns, similar to global macro.”

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Debt Funds Investment Equities 103

Sica Fletcher

FEBRUARY 18, 2020

In 2019, we closed the largest number of transactions ever for our firm, reflecting the increasingly robust M&A market for insurance brokers driven mainly by private equity sponsored brokerages. Give us a call at 516.967.1958 or reach out today if you would like a consultation.

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Insurance M&A Private Equity Advisory 52

The TRADE

JULY 12, 2023

This issue of The TRADE Magazine touches on all this and more, with in-depth features exploring the potential shift to 24/7 trading in equities and what the SEC’s equities market structure overhaul might mean for institutional investors. In depth – Are we on our way to 24/7 trading in equities? Read the full issue here.

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Trading Equities Retail Investors 52

The TRADE

AUGUST 11, 2023

On Monday 7 August, Aquis Exchange announced plans to expand its block crossing remit with a minority stake in US-based equities block trading start-up OptimX. Pragma is an algorithmic trading and analytical services provider across equities, foreign exchange and fixed income.

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M&A Trading Mergers and Acquisitions Asset Management 52

The TRADE

SEPTEMBER 15, 2023

If you have for example bonds and FX, it’s very easy to trade that in a single EMS, and the same with equity and FX also.” James Barnett, multi-asset trader at Manulife Investment Management, addressed the fact that there are currently no plans to move in that direction.

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Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action.

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Mergers and Inquisitions

APRIL 24, 2024

Diversity, Equity & Inclusion (DEI) Events – These are like the “programs” above but provide underrepresented minorities (URM) with the chance to get fast-tracked for initial interviews. However, you might be competitive for investment banking, asset management, or consulting roles, and a pre-MBA internship could help with those.

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IT Investment Banking Recruitment Finance 59

Mergers and Inquisitions

MARCH 8, 2023

For example, you could start trading a slightly more accessible product (equities, options, etc.) at a hedge fund , prop trading firm , or asset management firm and then move into a commodity role once you prove yourself. Around 10% had wealth management experience. Start in trading and pivot into commodities.

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Razorpay

DECEMBER 15, 2024

The services offered by a private banker include customized wealth management plan that may include investment strategies, asset allocation, and other financial solutions. The process typically begins with an in-depth consultation to understand the client’s financial goals, risk appetite, and specific needs.

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Mergers and Inquisitions

AUGUST 23, 2023

But you could use the experience to aim for other finance roles, especially ones like equity research or corporate banking with less structured recruiting. You saved yourself years, and now you can find another job that’s a better fit (tech, consulting, marketing, startups, etc.).

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The TRADE

OCTOBER 18, 2024

Meanwhile, with regards to equities, revenue deriving from prime brokerage compared to trading shifted from a 30% versus 70% ratio a decade ago, to 40% to 60% in 2023. Dominic Rieb-Smith, managing director, international head, prime services sales, JP Morgan, refers to the past year as “a standout”. billion in 2023.

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Funds Broker Bank Banking 69

The TRADE

JULY 17, 2023

Yet with equities, these markets are constrained by market hours which may be specific to a region and/or exchanges themselves. 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.

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Equities Trading Asset Management Management 52

The TRADE

JANUARY 30, 2024

Electronic trading platforms captured almost a third (32%) of overall Canadian equity trading volume in 2023, with this share expected to rise in the next three years, a new report by Coalition Greenwich has found. The post Natural block liquidity is shifting Canadian equities towards e-trading, finds report appeared first on The TRADE.

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Equities Trading Electronics Asset Management 80

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. The list goes on.

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The TRADE

DECEMBER 27, 2023

The plan was to create an integrated North American dealer to significantly advance its growth strategy in the region, specifically through the addition of Cowen’s US equities sales trading, execution, and research offering. Songca’s appointment comes after nine years with Ninety One, originally joining the asset manager in 2015.

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Acquisitions Trading Mergers and Acquisitions Capital Market 110

The TRADE

DECEMBER 18, 2023

RBC BlueBay Asset Management The market is already pricing in rate cuts in Q1 although I, along with many others, don’t believe they will begin before the end of H1. This uncertainty will lead to heightened equity volatility in 2024. When volatility rises, convertible bonds tend to outperform equities.

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Trading Bank Banking Investors 64

The TRADE

APRIL 9, 2024

CLS will not make any changes to the current FX settlement cut-off after consultation with its members, putting an end to talk of an extension to ease concerns around timings for the impending shift to T+1 for US equities, now just seven weeks away. CET deadline – would take “considerable time to implement”.

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Trading Asset Management Risk Assessment IT 59

Software Equity Group

AUGUST 20, 2024

Accenture Accenture is one of the largest consulting firms in the world, with 750,000 employees and operations in 49 countries and over 200 cities. The software provides features for access control, asset management, eLearning, and predictive analysis. The company also provides PLM consulting and system configuration services.

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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. We also expect to see a heightened demand for the pan-European clearing model, which we pioneered in cash equities, in other asset classes.

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Trading Asset Management Equities Retail 64

The TRADE

OCTOBER 18, 2023

Most recently, the exchange announced the launch of a new Custom Basket Forwards solution in a bid to address the market’s demand for more simple and efficient methods to handle equity exposures. The new functionality which went live in May, named Auction Volume Discovery, was made in consultation with both the buy- and sell-side.

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Trading Stock Retail IT 59

Software Equity Group

MARCH 7, 2024

Brenda Craig, Founder and President Craig Safety Technologies An Early Visionary in Compliance Brenda Craig, Founder and President, has led Craig Safety Technologies for over 25 years, consulting for OSHA and DOT before transitioning into the technology space years ago. Nominate a female trailblazer and be part of this empowering initiative.

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Collaboration Management IT Business 52

Software Equity Group

MARCH 7, 2024

Brenda Craig, Founder and President Craig Safety Technologies An Early Visionary in Compliance Brenda Craig, Founder and President, has led Craig Safety Technologies for over 25 years, consulting for OSHA and DOT before transitioning into the technology space years ago. Nominate a female trailblazer and be part of this empowering initiative.

Collaboration 52

Collaboration Management IT Business 52

Software Equity Group

MARCH 7, 2024

Brenda Craig, Founder and President Craig Safety Technologies An Early Visionary in Compliance Brenda Craig, Founder and President, has led Craig Safety Technologies for over 25 years, consulting for OSHA and DOT before transitioning into the technology space years ago. Nominate a female trailblazer and be part of this empowering initiative.

Collaboration 52

Collaboration Management IT Business 52

The TRADE

DECEMBER 21, 2023

For some asset managers and hedge funds, the seemingly impossible notion of all traders not physically sitting together on a centralised desk and communicating face-to-face was all but wiped away overnight as the hybrid working setup was forcibly tested and passed with flying colours.

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Trading Management Funds Asset Management 64

The TRADE

NOVEMBER 20, 2024

The highly anticipated award for Trader of the Year – Long Only went to Chris Fiorito of River Road Asset Management. Elsewhere within the buy-side category, Balyasny Asset Management took home the award for Trading Desk of the Year, while T. Rowe Price was awarded Fixed Income Trading Desk of the Year.

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The TRADE

DECEMBER 23, 2024

As part of the role, Raghavan will serve a broad mandate across both Citadel Asset Management and Citadel Securities. He joins Citadel from Goldman Sachs, where he most recently served as vice president within the banks global equities team. In this role he built analytical tools, trading strategies and optimisation models.

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M&A Trading Asset Management Mergers and Acquisitions 52

The TRADE

FEBRUARY 17, 2025

Rokos Capital Management appointed Sabina Awan as trading solutions consultant, based in London. Prior to that, she worked as global trading business manager. Before joining Fidelity International, Awan spent two years at Royal London Asset Management.

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