The TRADE

JULY 27, 2023

Bloomberg AIM and Bloomberg Vault have been adopted by India-based NJ Asset Management to help enable its enterprise-wide digital strategy across the entire investment workflow. According to the firms, Bloomberg AIM addresses NJ Asset Management’s specific needs for tools to support rule-based investment decision-making.

Asset Management 52

Asset Management Management Portfolio Investment Manager 52

The TRADE

AUGUST 2, 2024

By joining forces with BNP Paribas, AXA IM would become a global asset manager with a wider product offering and a mutual objective to further their leading position in responsible investing.” billion for AXA Investment Managers in trillion-dollar asset management JV appeared first on The TRADE.

Asset Management 58

Asset Management Investment Manager Management Investment 58

Global Banking & Finance

JULY 29, 2024

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

Capital 52

Capital Investment Advice Asset Management Finance 52

Global Newswire by Notified: M&A

SEPTEMBER 5, 2024

05, 2024 (GLOBE NEWSWIRE) -- Alpha Financial Markets Consulting (“Alpha”), a leading global provider of specialist consulting services to the financial services industry, has acquired White Marble Consulting (“White Marble”), a specialist marketing consultancy firm to asset management, wealth management and alternatives clients.

Consulting 49

Consulting Asset Management Financial Services Acquisitions 49

Global Banking & Finance

JULY 3, 2024

Creand Group: A Model of Committed Banking Creand (formerly Crèdit Andorrà) is a global financial services group with nearly 75 years of experience and expertise in retail banking, private banking, asset management and insurance.

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Bank Banking Asset Management Financial Services 45

The TRADE

JULY 5, 2023

AllianceBernstein (AB) has expanded its presence in the Middle East with a new office in Dubai International Financial Centre (DIFC), becoming the latest in a string of global asset management firms to set up shop in the region. The move comes as part of AB’s strategic plan to strengthen its presence in the Middle East.

Asset Management 110

Asset Management Financial Services Financial Institution Investors 110

Global Banking & Finance

JANUARY 31, 2024

By Tim FitzGerald, Financial Services Manager, InterSystems Banks and financial institutions need to make 2024 the year of higher-quality data. Our systems and data are not performing as they should” is often a challenge met by frontline teams in investment, asset management risk-management, and, in fact, […]

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Financial Institution Risk Management Asset Management Financial Services 45

The TRADE

SEPTEMBER 17, 2024

“Technology and innovation in the service of clients are at the heart of our daily concerns,” asserted Philippe Malaise, chief executive and chair of Trackinsight. This acquisition strengthens Kepler Cheuvreux’s position as a key player in financial services.”

Asset Management 58

Asset Management Financial Services Funds Portfolio 58

The TRADE

SEPTEMBER 17, 2024

“Technology and innovation in the service of clients are at the heart of our daily concerns,” asserted Philippe Malaise, chief executive and chair of Trackinsight.

Asset Management 58

Asset Management Financial Services Funds Portfolio 58

Razorpay

OCTOBER 25, 2024

Navigating Complex Payment Flows As a financial services provider operating in the highly regulated BFSI (Banking, Financial Services, and Insurance) sector, Rupeezy faced a unique set of challenges. The Hurdle? SEBI requires every transaction initiated by a customer must be made from their registered bank account.

Financial Services 52

Financial Services Accountant Bank Banking 52

Accenture Capital Markets

SEPTEMBER 5, 2023

Financial services falls into this category. According to the cyber crime study, an asset management firm could spend more than $17 million per year on charges relating to managing and recovering from incidents. In total, cyber crime costs an organization an average of $11.7

Asset Management 93

Asset Management Management Business Securities 93

The TRADE

OCTOBER 18, 2024

It’s about finding the balance which reduces duplication, synchronisation issues, translation problems, and breaks, while maintaining the controls required for financial services. If you look at sovereign wealth funds and pension funds, as a macro trend, they’re starting to insource more of their own risk management.

Asset Management 63

Asset Management Management Capital Risk Management 63

Razorpay

AUGUST 9, 2023

Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses. What is a Merchant Bank?

Bank 52

Bank Banking Business Underwriting 52

The TRADE

APRIL 8, 2024

Prior to joining Cowen International in 2022, Orrock was head of emerging markets and outsourcing at Aurel BGC and before that worked as a trader at BlueBay Asset Management for more than 17 years. He has also held senior roles at Martin International Securities and Tullet & Tokyo Securities.

Trading 63

Trading Asset Management Sale Investment Banking 63

Accenture Capital Markets

SEPTEMBER 5, 2023

In recent years, this technique has captivated large financial services players given its potential to help drive down labor costs, reduce human errors and improve the customer experience. The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing.

Investors 85

Investors Financial Services Insurance Investment 85

The TRADE

JUNE 6, 2023

The application incorporates real-time liquidity information from LTX Liquidity Cloud to simplify workflows and increase efficiency for users’ bond selection and portfolio construction processes, which LTX stated will benefit asset managers hedge funds and dealers.

Corporation 100

Corporation Trading Asset Management Financial Services 100

The TRADE

JULY 1, 2024

Former head of market structure and liquidity solutions at broker dealer Kepler Cheuvreux Byron Griffin is set to join Franco-German financial services firm ODDO BHF. Before that, he served as vice president and relationship manager for JP Morgan’s priority asset manager clients.

Bank 63

Bank Banking Sale Trading 63

The TRADE

NOVEMBER 6, 2023

Shortlisted individuals are repeated contributors to discussion whether that be through panels, associations or schemes to support the next generation joining the financial services industry. He began his career at the UK’s HM Treasury, before moving to AIG Investments to manage fixed income funds.

Trading 52

Trading Asset Management Equities Management 52

The TRADE

JULY 1, 2024

For nearly five years, Wilkes served as the head of buy-side solutions sales and head of securities services sales in the EMEA region. Before that, he served as vice president and relationship manager for JP Morgan’s priority asset manager clients.

Sale 63

Sale Bank Banking Asset Management 63

The TRADE

MAY 30, 2023

Cheung was previously a strategic account manager at Enfusion, focused on APAC-based hedge funds, family offices and asset management firms. In his new role, Hoong will provide technical account management and support to clients in Hong Kong.

Accountant 63

Accountant Portfolio Management Management Risk Management 63

The TRADE

JUNE 19, 2023

Previously, she was a partner at global law firm King & Spalding, serving as co-chair of both the financial services and fintech, blockchain and cryptocurrency groups. M&G’s global asset management arm appointed Manabu Fujita as head of M&A Investments Japan.

Sale 63

Sale M&A Asset Management Investment Banking 63

The TRADE

OCTOBER 19, 2023

Anthony Maarek, managing director of NJJ Holding – of which Rock is a subsidiary, said: “GAM is an important long-term strategic investment for NJJ, and we are committed with management to restoring the company to a best-in-class global asset management firm.

Profitability 58

Profitability Shares Investment Management 58

The TRADE

JULY 3, 2023

The Securities and Exchange Commission (SEC) has allowed its no-action letter to the Securities Industry and Financial Markets Association (SIFMA), based on enforcements surrounding research services, to expire – reinforcing that it was not intended to be permanent solution. That bill is, however, not in effect.

Bulge Bracket 52

Bulge Bracket Asset Management Broker Trading 52

The TRADE

JUNE 5, 2023

Cheung previously served as a strategic account manager at Enfusion, focused on APAC-based hedge funds, family offices and asset management firms. Meanwhile, Hoong has more than 15 years of experience in the financial services sector, having worked in account management for global financial software vendors.

Trading 52

Trading Accountant Capital Sale 52

The TRADE

OCTOBER 27, 2023

There’s already a huge section of the asset management community and the asset servicing community, including Northern Trust, that are established in Singapore as large parts of their global operations.”

Trading 90

Trading Asset Management Management Investment Manager 90

The TRADE

NOVEMBER 3, 2023

More than 200 asset managers, hedge funds and other users of outsourced trading providers voiced their opinions in this first-of-its-kind piece of research. The post Around two-thirds of buy-siders believe outsourced desks could enhance trade performance in cross-border trading appeared first on The TRADE.

Trading 114

Trading Portfolio Management Asset Management Financial Services 114

The TRADE

JUNE 14, 2023

Cboe Clear Europe has secured the support of a broad range of key market participants, including banks, clearing firms, asset managers and custodians, who are expected to support the launch of this service. Settlement will take place in 19 European Central Securities Depositories (CSDs).

Finance 74

Finance Finance Securities Trading 74

The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

Sale 63

Sale Management Trading Portfolio Management 63

The TRADE

JULY 11, 2023

To help boost the attractiveness of the UK’s financial services sector, the UK government revealed last night that it had accepted all recommendations from Rachel Kent’s UK Investment Research Review, published yesterday.

Asset Management 40

Asset Management Investment Government Capital Market 40

Accenture Capital Markets

JANUARY 22, 2024

The underlying question from a financial services perspective is therefore how to prove that sustainability-related investments are delivering against their “green” promise in a clear and reliable way? But whatever commitments were made by governments and corporations alike (e.g., And it’s not just investors who want this proof.

Investment 98

Investment Investors Finance Finance 98

The Deal

FEBRUARY 7, 2024

Though business development companies are performing well in 2023 relative to the prior two years, mergers among companies with shared managers that help reduce costs amid historic underperformance are still on the table. Over the past few years, large asset managers such as BlackRock Inc.

Middle Market 52

Middle Market Management Capital Mergers 52

The TRADE

JANUARY 3, 2024

The service provider landscape for outsourced trading is made up of an eclectic mix of firms. 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.

Trading 63

Trading Asset Management M&A Broker 63

The TRADE

JULY 24, 2023

Werner Eppacher has spent the entirety of his two-decade financial career with German asset manager DWS Group, catching his first glimpse of a trading floor as an intern for Deutsche Bank in 2003. “A Can you imagine an asset manager increasing the management fee for an ETF? There’s no way around it.

Trading 52

Trading Portfolio Management Asset Management Management 52

The TRADE

DECEMBER 8, 2023

While these regulations may reduce cybersecurity risks across the financial services industry, the costs of implementation may be significant and some of the filing requirements may distract entities when they are dealing with cybersecurity incidents,” the firm explained. Obviously, that process won’t cut it in a T+1 environment.

Broker 112

Broker Asset Management Trading Funds 112

The TRADE

OCTOBER 18, 2024

“If you look at what those firms need in terms of prime-related services, well, cash PB and synthetics are just the basics. When you go through these really volatile periods of time, if the multi-managers that are really well diversified do come out stronger than monoline hedge funds, then there is an argument for investors. “At

Funds 68

Funds Broker Bank Banking 68

Razorpay

JANUARY 3, 2024

Seamless Onboarding, Integration and Sub-Merchant Account In e-commerce, services are sometimes provided in collaboration between businesses. Suppose a wealth management portal hosts several asset management companies (AMCs).

IT 52

IT Accountant Bank Banking 52

Software Equity Group

AUGUST 20, 2024

Notable transactions include the January 2024 acquisition of $54 million EV Damstra Technology, a provider of integrated workplace management software and related mobile applications for businesses worldwide. The software provides features for access control, asset management, eLearning, and predictive analysis.

Investment 52

Investment Management Acquisitions Business 52