The TRADE

OCTOBER 2, 2023

Groupama Asset Management is set to expand its use of Virtu’s Triton Valor EMS to another asset class, now encompassing fixed income trading. It’s the key to success if we want to enhance the FICC market structure which has largely stayed the same for the last 50 years,” said Heleine.

Asset Management 59

Asset Management Trading Electronics Management 59

The TRADE

JULY 29, 2024

David Kirk is set to join Millennium, following almost three and a half years at Marble Bar Asset Management where he most recently served as a trader, The TRADE understands. Kirk joins the capital management firm with experience working as a trader on both the buy- and sell-side.

Asset Management 64

Asset Management Equities Trading Sale 64

Shearman & Sterling

SEPTEMBER 1, 2013

This newsletter is devoted to discussing legal issues facing alternative asset managers and funds. Since 2008, the alternative asset market has seen a broad convergence of previously distinct asset classes and strategies, such as private equity, hedge funds, debt and claims trading, etc.,

Asset Management 40

Asset Management Private Equity Debt Funds 40

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.

Trading 98

Trading Asset Management Management Electronics 98

The Deal

JULY 18, 2023

But the asset class has also carried over its caution from the second half of last year amid economic uncertainty and a tighter fundraising environment. Borrowers typically don’t have to pay interest on unfunded debt until they tap those credit lines.

Debt 52

Debt Finance Finance Private Equity 52

Mergers and Inquisitions

JULY 19, 2023

And if you are interested in this strategy, should you even target hedge funds, or would a long-only asset management firm be better? Non-Equity Funds – Finally, it is difficult to “short” certain securities effectively, such as distressed debt and many types of credit (especially structured products ).

Funds 52

Funds Asset Management Management Equities 52

Shearman & Sterling

OCTOBER 24, 2017

GAMCO Asset Management Inc. v iHeartMedia Inc., 12312-VCS (Del. " In its short order, the Supreme Court affirmed without further elaboration.

Debt 52

Debt Sale Asset Management Funds 52

Razorpay

AUGUST 9, 2023

Example of Merchant Banking In 2021, merchant bank Avendus Capital helped the Indian company Piramal Enterprises acquire the debt-ridden assets of Dewan Housing Finance Corporation (DHFL) for ₹34,250 crore ($4.4 They help companies to raise capital in the form of debt or equity. What services do merchant banks offer?

Banking 52

Banking Bank Business Underwriting 52

The Deal

FEBRUARY 6, 2024

“Chesapeake’s previous deals were aimed at growing the company simply for the sake of growth,” said Mark Viviano, managing partner of Kimmeridge Energy Engagement Partners, the public investment unit of private alternative asset manager Kimmeridge Energy Management Co.

Mergers 59

Mergers Mergers and Acquisitions Debt M&A 59

Mergers and Inquisitions

JANUARY 22, 2025

But you would not build models for M&A deals, leveraged buyouts, or debt/equity issuances in research or at least, they would be far simpler than the IB versions. public markets roles ( hedge funds , asset management , etc.), Investment Banking: Which Ones Right for You? bulge bracket research team to startup PE firm).

Investment Banking 64

Investment Banking Equities Bank Banking 64

The TRADE

JUNE 29, 2023

Specialist multi-asset manager Candriam and its parent company New York Life Investments have expanded their partnership to grow their remit in the US offshore market. Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries.

Investment 64

Investment Investors Asset Management Sale 64

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 Bank Banking Debt Capital Markets 52

Shearman & Sterling

OCTOBER 24, 2017

GAMCO Asset Management Inc. v iHeartMedia Inc., 12312-VCS (Del. " In its short order, the Supreme Court affirmed without further elaboration.

Debt 40

Debt Sale Asset Management Funds 40

Mergers and Inquisitions

FEBRUARY 28, 2024

Partially, it’s an issue of accessibility: Everyone understands what happens to the stock price if a company beats earnings… …but few people understand what it means if a company is set to violate a debt covenant on page 214 of its credit agreement. the appropriate debt vs. equity mix, and additional capital needs over the next few quarters.

Equities 59

Equities Asset Management Debt Recruitment 59

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. Convertible bonds will also provide cheaper financing options to those companies with other types of debt coming due which will lead to greater primary issuance.

Trading 64

Trading Banking Bank Investors 64

The TRADE

JANUARY 22, 2025

We of course cover the traditional real estate sub-sectors, but also emphasise non-traditional real estate and real estate-adjacent sub-sectors, including digital infrastructure, asset managers, car washes, and student housing, as an example subset. We do some listed options more on the index side as hedging instruments.

Funds 59

Funds Capital Capital Market S&P 59

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.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The TRADE

OCTOBER 26, 2023

Citadel Securities Needing little introduction, Citadel Securities, is one of the largest market makers in US Treasuries and USD interest rate swaps globally, and serves an extensive list of financial institutions, including: banks, asset managers, pension funds, hedge funds, central banks, and sovereign wealth fund.

Electronics 59

Electronics Trading Banking Bank 59

The TRADE

APRIL 15, 2024

Chief executive, Richard Handler and president, Brian Friedman highlighted that the bank expects the investment banking momentum to continue looking ahead to the rest of 2024.

Equities 59

Equities Investment Banking Capital Market Banking 59

The TRADE

JUNE 9, 2023

outstanding shares held with UBS assuming responsibility for Credit Suisse’s obligations under its outstanding debt securities. Credit Suisse shareholders are set to receive one UBS share for every 22.48

Government 59

Government Shares Debt Portfolio 59

Mergers and Inquisitions

JANUARY 31, 2024

“Quick analyses” could still come up, especially when catalysts are triggered, so there is some overlap between the multi-manager and single-manager investment styles. This is especially common in areas like distressed debt investing that depend heavily on catalysts.

Funds 59

Funds Management S&P Recruitment 59

The TRADE

MAY 24, 2024

Longer term, the new Government will face a number of aggressive assumptions regarding UK growth and tax revenue, with implication for absolute debt service levels. We have seen a stabilisation of money flows in recent months, global funds are returning to the UK, while we continue to see outflows (mostly to US) of domestic asset managers.

Bulge Bracket 52

Bulge Bracket Electronics Retail Trading 52

Razorpay

DECEMBER 15, 2024

A private banker is a financial professional who manages the investments and financial needs of high-net-worth individuals and organizations. Private bankers provide personalized financial services, such as asset management, estate planning, and tax advice.

Banking 52

Banking Bank IT Management 52

The TRADE

OCTOBER 24, 2023

Subject to regulatory approvals, the service will come through its Amsterdam-based clearing house and introduce matching, CCP clearing, settlement and post-trade lifecycle management for SFT transactions in European cash equities and ETFs, and settlement will take place in 19 European Central Securities Depositories (CSDs).

Trading 59

Trading Risk Management Equities Management 59

Mergers and Inquisitions

JANUARY 10, 2024

Some of these client differences relate to the distinction between private wealth management and private banking; for more on that, you should review the the private banking article. By contrast, investment banking is more about advising companies on transactions such as M&A deals , equity and debt deals , and restructuring.

Investment Banking 59

Investment Banking Management Bank Banking 59

Peak Frameworks

OCTOBER 30, 2023

Asset Management and Private Banking While most of us are familiar with regular banking services, there's a high-end segment dedicated to the uber-rich and institutional investors. These services can range from simple wealth management advice to intricate financial planning and strategy.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Software Equity Group

AUGUST 20, 2024

Visma Visma is a developer of cloud enterprise software that digitizes core business processes in the private and public sectors, including accounting, ERP, procurement, payroll, and debt collection solutions. The software provides features for access control, asset management, eLearning, and predictive analysis.

Investment 52

Investment Management Acquisitions Business 52

The Deal

JUNE 21, 2023

Brookfield Infrastructure, a Hamilton, Bermuda-based asset management company, and Toronto-based investment firm Ontario Teachers’ did not disclose the terms of the transaction. Upon the closing, Compass founder and CEO Chris Crosby and the management team of the Dallas-based company will continue in their positions.

M&A 40

M&A Capital Asset Management Management 40

The TRADE

APRIL 30, 2024

New rules have impacted almost every financial firm, ranging from banks to asset managers. As part of its supervisory and enforcement authority, the CFPB has taken action against financial institutions for a various violations including predatory lending, deceptive advertising, and unlawful debt collection practices.

Financial Institution 69

Financial Institution Financial Market Risk Management Banking 69

JD Supra: Mergers

MARCH 7, 2025

Given the UKs status as the largest centre for private market asset management in Europe, and the importance of fair and robust valuation practices in private markets, the FCA has addressed its review to valuation practices in the fund and portfolio management sector, as well as advisory services in the private equity, venture capital, private debt.

Valuation 165

Valuation Portfolio Management Private Equity Asset Management 165

Global Banking & Finance

NOVEMBER 29, 2024

By Dharamraj Dhutia MUMBAI (Reuters) – Amundi Investments, Europe’s largest asset management firm, plans to increase its exposure to Indian debt through its recently launched funds focusing on the country’s fixed income market, officials at the asset management firm said.

Asset Management 52

Asset Management Debt Funds Management 52

Mergers and Inquisitions

OCTOBER 11, 2023

But it’s also important when a commercial real estate loan refinancing occurs, as the amount of new debt is based on the property’s value. Asset Management “Asset management” (AM) refers to what institutional investors, such as PE and life insurance firms, do after buying new properties.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

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.

Finance 69

Finance Finance Capital Asset Management 69

The TRADE

MARCH 28, 2025

Fidelity Internationals head of debt capital markets for EMEA is set to leave the buy-side firm, The TRADE can reveal. He assumed his most recent role as head of debt capital markets for EMEA in 2022. According to an update on his social media, Stephen Whyman is leaving Fidelity after seven years to pursue another entrepreneurial path.

Debt Capital Markets 52

Debt Capital Markets Capital Market Debt Media 52

The TRADE

MARCH 31, 2025

Liontrusts chief commercial officer and former head of trading, Matt McLoughlin, left the UK-based asset manager after 10 years, The TRADE revealed. Under his stewardship, Liontrust was awarded The TRADEs Multi-Asset Trading Desk of the Year and Mid-Cap Trading Desk of the Year in 2022 and 2017 respectively.

Debt Capital Markets 59

Debt Capital Markets Trading Architecture Asset Management 59

The TRADE

FEBRUARY 24, 2025

Allen Zimmerman, SimCorp The move will enable SimCorp to complement its Axioma risk models and portfolio construction capabilities with Yield Books fixed income analytics to deliver analytics for securitised debt. This is another step toward enabling faster and more informed investment decisions.

Book-building 64

Book-building Risk Management Asset Management Debt 64

The TRADE

MARCH 21, 2025

As a result, were seeing increased participation, particularly from hedge funds and asset managers. Futures and options are designed to help clients efficiently manage risk in any market scenario, but theyre particularly critical in volatile markets. This year, market participants have been active across all asset classes.

Trading 64

Trading Management Equities Asset Management 64