The TRADE

AUGUST 29, 2023

Allianz Global Investors (AllianzGI) has appointed Kayvan Vahid as head of equity Europe core and value. Vahid joins AllianzGI from UBS Asset Management where he served in a variety of roles over the last 20 years. Based in London, Vahid will report to Jörg De Vries-Hippen, head of investments equity Europe.

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The TRADE

AUGUST 25, 2023

Pictet Asset Management has appointed Jade Beckmann as an equity trader, The TRADE can reveal Beckmann joins Pictet Asset Management from Bloomberg, where she most recently served as a professional services sales account manager. Beckmann announced her appointment in a social media post.

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The TRADE

JUNE 24, 2024

Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan.

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The TRADE

MAY 7, 2024

He has also held roles at FXall and UBS, as product manager and associate director, respectively. Royal London Asset Management restructured its global equity team following the departure of its head of equities and some members of the wider global equities team.

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The TRADE

OCTOBER 2, 2023

James Hilton was appointed multi-asset managing director in RBC’s low touch team, joining from Credit Suisse, where he had been serving as head of sales for EMEA for the bank’s advanced execution sales (AES) team. Also appointed to the low touch sales and trading team at RBC is Suzanne Webster, who joined as a multi-asset director.

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The TRADE

JUNE 10, 2024

Hosie originally joined Credit Suisse in 2017 as its head of equities Asia Pacific, later assuming responsibility of the asset class for both Asia Pacific and EMEA and eventually taking up the role in a global capacity in 2023. He took up the role on an interim basis in March. He began his trading career at UBS in Hong Kong.

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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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The TRADE

NOVEMBER 20, 2023

Umair Khan Marwat joined Millennium as a trader, following almost two and a half years at Balyasny Asset Management. Hong Kong-based Marwat previously worked at Credit Suisse, focused on AES, algorithmic, and direct market access (DMA) trading, before joining Balyasny Asset Management in 2021 as a trader.

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The TRADE

JULY 10, 2024

Honor Woods has been appointed equity trader at RBC BlueBay Asset Management, based in London. Woods has previous experience working in the institutional equity trading team at AB Bernstein. The post RBC BlueBay AM appoints new equity trader appeared first on The TRADE.

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The TRADE

JULY 26, 2024

Robert Whelan has joined Citadel as equity trader following almost eight years at Pictet Asset Management. Whelan joined Pictet AM as an equity trader back in 2016. Prior to that, he worked at Morgan Stanley, initially joining as an electronic trading associate before going on to a role as equity sales trader.

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The TRADE

OCTOBER 18, 2023

The scheme has recognised numerous promising talents over the years, many of whom have gone on to expanded roles such as head of trading at some of the world’s largest asset managers and hedge funds. Find previous years’ recognised shortlists here: 2022 – 2021 – 2020 – 2019 – 2018 – 2017 – 2016 – 2015.

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The TRADE

NOVEMBER 13, 2023

He joined Nasdaq European Markets in its European equities sales team based in London after nearly six years at Citadel Securities. Dan Childs departed from his role as managing director, head of European prime services sales, EMEA to join Balyasny Asset Management, taking on the role of head, cash and liquidity management at the hedge fund.

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The TRADE

SEPTEMBER 19, 2024

Oaktree Capital Management has agreed to acquire Close Brothers Asset Management (CBAM) – the wealth management arm of Close Brothers – for an equity value of up to £200 million, set to be completed in early 2025 pending customary regulatory approvals.

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MergersCorp M&A International

NOVEMBER 1, 2024

Valuing an asset management company (AMC) is a multifaceted endeavor that requires a nuanced approach. Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations.

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The TRADE

NOVEMBER 15, 2023

Almost 60% of the buy-side expect to see a further reduction in their over-the-counter (OTC) exposures for equity products over the next three years, according to an Acuiti report. This follows asset managers having reduced OTC exposures in the wake of the ‘uncleared margin rules’ and other post-crisis reforms.

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The TRADE

DECEMBER 18, 2024

Stuart Lawrence has been appointed head of European equities trading at UBS Asset Management four and a half years after he joined the firm in June 2019. He was most recently head of UK equity trading at UBS Asset Management, having previously served as a high touch equity sales trader at Kepler Cheuvreux.

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The TRADE

JUNE 7, 2024

The industry has been quick to hail the transition to T+1 settlement for US equities a success, voicing a sentiment that can certainly be considered accurate for the ‘flip the switch’ moment in the opening days of the cycle shortening.

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The TRADE

SEPTEMBER 25, 2024

Janus Henderson Investors has appointed Francesca Alesi as a junior equity trader, based in London. Alesi joins the asset manager from GSA Capital, where she spent the last two years. Mair joined hedge fund and systematic trading platform Schonfeld as an equity trader dealing with long and short strategies.

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The TRADE

AUGUST 23, 2023

Asset managers have tapped fixed income, equities and exchange traded funds (ETFs) for their greatest market data spend over the next 12 months, according to a new Coalition Greenwich and SIX report published on 22 August. This has increased the amount of data needed for participants to execute.

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The TRADE

JULY 13, 2023

The US move to T+1 settlement was passed through in a bid to increase the efficiency of market operations, however an Acuiti report has stated that 53% of asset managers believe that the move will not make US equities more attractive. At the same time, firms are preparing for a new wave of regulatory change.

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The TRADE

SEPTEMBER 10, 2024

While Transaction Cost Analysis (TCA) remains most widely used in equities due to the availability of necessary data and standardisation being most mature in this asset class, asset managers are now increasingly utilising the strategy outside this sphere.

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The TRADE

OCTOBER 7, 2024

Edgar Castel is set to join Nordea as an equity trader following almost five years at Candriam, The TRADE can reveal. Castel most recently served as a trader focused on equities (cash and swap), foreign exchange, and listed derivatives. The post Candriam trader to join Nordea in equities role appeared first on The TRADE.

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The TRADE

SEPTEMBER 29, 2023

Rowe Price Unigestion Fixed Income Trading Desk of the Year AXA Investment Managers Barings Manulife Investment Management PIMCO State Street Global Advisors Buy-side Market Structure Expert of the Year Evan Canwell, Equity Trader & Market Structure Analyst, T.

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The TRADE

MARCH 22, 2024

HSBC has appointed Matthew Stanton as managing director, head of equities sales trading for Americas. Prior to that, he spent just over seven years at Barclays, most recently serving as managing director, head of cash sales trading, Americas. This included equities sales trading positions for both the Americas and EMEA.

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The TRADE

JULY 2, 2024

Senior equity trader at Janus Henderson, Stuart Mair, has left the asset manager after 14 years, The TRADE can reveal. According to an update on his social media, Mair has joined hedge fund and systematic trading platform Schonfeld as an equity trader dealing with long and short strategies.

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The TRADE

MARCH 11, 2024

BNY Mellon made two key senior managing director hires into its fixed income and equity sales and trading businesses. Bianca Gould was appointed head of fixed income and equities EMEA, based in London. Paul Battams was named head of international equity trading at BlackRock following 23 years with the firm.

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The TRADE

MARCH 4, 2024

Legal & General Investment Management (LGIM) has promoted one of its own to the role of head of US equity and foreign exchange trading, The TRADE can reveal. Gregory Corrigan has been selected to take up the reins for US equity and FX trading after eight years at LGIM.

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PE Hub

JANUARY 16, 2024

Brookfield Asset Management has committed to a structured equity investment of up to C$320 million in the privatized company. The post Persistence Capital to take Neighbourly private, Brookfield to invest appeared first on PE Hub.

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The TRADE

MARCH 28, 2024

With buy-side market data costs on the rise asset managers were shown to be tapping fixed income in particular, along with equities and exchange traded funds for the greatest spend looking forward. The post SIX picks up majority stake in fixed income data provider FactEntry appeared first on The TRADE.

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The TRADE

JULY 17, 2024

Royal London Asset Management’s (RLAM) trading team is no stranger to change. The London-based asset manager has undergone not one but three makeovers in recent years as it continues to evolve with the demands of the street. More recently though, RLAM’s trading team has undergone another revamp.

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The TRADE

SEPTEMBER 4, 2023

Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, as revealed by The TRADE. She currently serves as head of RepoClear and collateral management at LCH SA.

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The TRADE

JANUARY 8, 2024

It matches asset managers and banks at an independent market mid-rate. “Portware is a trusted hub for some of the world’s largest asset managers whose clients now have direct access to LoopFX functionality within their preferred workflows,” said Blair Hawthorne, founder and chief executive of LoopFX.

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The TRADE

MAY 16, 2024

A DWS Group senior equity trader has departed for pastures new after over 16 years at the asset manager, The TRADE can reveal. Alex Cotar has left the asset management arm of Deutsche Bank to join Bankhaus Metzler as an equity sales trader, according to an update on social media.

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The TRADE

AUGUST 30, 2023

Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, The TRADE can reveal. Union is bolstering its digital assets division, The TRADE understands.

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The TRADE

SEPTEMBER 3, 2024

Appital has expanded its European equity coverage to more than 21,000 equities across 24 European countries with the addition of Virtu Financial’s POSIT MTF as a European execution venue. The post Appital expands European equity coverage through addition of Virtu Financial’s POSIT MTF appeared first on The TRADE.

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The TRADE

OCTOBER 22, 2024

UK-based asset manager Artemis has selected Northern Trust to provide outsourced trading services for its equities and derivatives activity, effective January 2025. Northern Trust will support all trading activity for Artemis’ equity funds under management and all related over-the-counter and exchange-traded derivatives.

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CNBC: Investing

NOVEMBER 21, 2024

CEO Marc Rowan's potential appointment as Treasury secretary would bode well for the alternative asset management industry, according to TD Cowen.

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