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

The TRADE

MARCH 4, 2024

JP Morgan subsidiary Neovest has moved to expand its capabilities in the hedge fund sphere with the acquisition of investment management platform LayerOne Financial. Once integrated, the enhanced Neovest platform will be available to hedge funds in a modular format.

Funds 59

Funds Risk Assessment Investment Manager Broker 59

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. In other words, they’re the public face and brand of their fund, and all investment decisions flow through them. 10 – 15 positions rather than 100+).

Funds 59

Funds Management S&P Recruitment 59

The TRADE

JUNE 7, 2024

Credit Suisse has signed an agreement to sell its majority stake in Credit Suisse Investment Partners (CSIP), owned by Credit Suisse Asset Management. CSIP segment manages funds and associated mandates – including convertible bond funds – with a total of CHF 1 billion in assets under management.

Investment 69

Investment Portfolio Management Asset Management Investment Banking 69

The TRADE

JUNE 13, 2023

State Street has expanded the capabilities of its Alpha platform to support the entire lifecycle for exchange traded funds (ETFs).

Electronics 110

Electronics Portfolio Management Trading Architecture 110

The TRADE

APRIL 10, 2024

According to Nasdaq, it will make it possible for investors to gain exposure in the Swedish small cap market and simplify investment strategies through consolidating a diversified portfolio of small cap stocks into a single instrument. In addition, the screening criteria allows investors to make decisions which are aligned with ESG outcomes.

Asset Management 59

Asset Management Portfolio Management Portfolio Investors 59

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. His new role is not yet public but will be communicated in due course.

Investment 115

Investment Equities Trading Asset Management 115

The TRADE

JUNE 7, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management has joined Titan Investment Solutions as a junior portfolio manager and trader, according to an announcement on social media. Livingstone has previously served as head of trading – FX and ETFs at Tavistock Investments.

Trading 59

Trading Portfolio Management Asset Management Investment Manager 59

Mergers and Inquisitions

MAY 24, 2023

“Event-driven hedge funds” is one of the more confusing labels in finance. But the other problem is that all hedge funds are “event-driven” because they invest based on catalysts , or specific events that could change a security’s price. If this fund is right, the company’s price may increase by 50%.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The TRADE

JUNE 28, 2023

Among the key products to now be available to traders and portfolio managers in a modular format is the EMS’ predictive fair value (FV) model. eLiSA has seen increasing buy-side interest of late after it onboarded its first hedge fund client earlier this month.

Portfolio Management 72

Portfolio Management Asset Management Trading Portfolio 72

The TRADE

JANUARY 8, 2024

His experience also encompasses hedge fund related roles, including futures and options trading and work on a fixed income desk. RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT).

Asset Management 64

Asset Management Equities Sale Investment Manager 64

The TRADE

NOVEMBER 17, 2023

Specifically, the Netherlands-based impact asset manager will utilise Bloomberg’s offerings to enhance processes for its investment funds and discretionary clients’ business. Together, the solutions manage integrated workflows for more than 200 clients – which includes over 100 of the world’s top asset managers (by AUM).

Investment Manager 59

Investment Manager Management Investment Asset Management 59

The TRADE

JANUARY 17, 2024

Up against other individuals from Invesco, Liontrust Asset Management, Baillie Gifford and State Street Global Advisors (SSGA), Nutting took home the award after an industry-wide vote. In 2016, Nutting moved to Principia Investment Management Limited where she was an execution trader and fund manager assistant.

Trading 111

Trading Portfolio Management Management Broker 111

The TRADE

JULY 8, 2024

Senior equity trader at Janus Henderson, Stuart Mair, left the asset manager after 14 years. According to an update on his social media, Mair joined hedge fund and systematic trading platform Schonfeld as an equity trader dealing with long and short strategies. As part of his new appointment, Chin will be based in New York.

Banking 64

Banking Bank Asset Management Equities 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.

Trading 98

Trading Asset Management Management Electronics 98

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

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 115

Trading Portfolio Management Asset Management Financial Services 115

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 64

Accountant Portfolio Management Management Risk Management 64

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Banking 52

Banking Bank Business Underwriting 52

The TRADE

SEPTEMBER 12, 2024

“Having traded variance since 2002, being able to trade a simple cleared variance product will be a very welcome addition to our portfolio,” said Keith DeCarlucci, chief investment officer at Melqart Asset Management. .

S&P 69

S&P Trading Management Portfolio Management 69

The TRADE

NOVEMBER 20, 2023

State Street’s asset management business State Street Global Advisors (SSGA) has named Dublin-based Ann Prendergast head of EMEA. She has been with State Street since 2000, beginning as a relationship manager. Previous head of EMEA Rory Tobin retired in June after nine years at State Street Global Advisors.

Portfolio Management 59

Portfolio Management Asset Management Management Business 59

The TRADE

OCTOBER 19, 2023

The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.

Profitability 59

Profitability Shares Investment Management 59

The TRADE

APRIL 17, 2024

Global asset manager Robeco leverages a low touch and high touch trading team that spans across three continents. And, like most asset managers across the street, its global equity trading desk plays host to a variety of characters, each bringing their own individual string to the wider team’s bow.

Trading 59

Trading Equities Asset Management Portfolio Management 59

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. Elsewhere in his career, Chalkley served as a European government bond, inflation and absolute return fund manager at BlackRock.

Sale 64

Sale Management Trading Portfolio Management 64

The TRADE

OCTOBER 18, 2024

But the headwinds have subsided, and the tailwinds have finally arrived in the form of new fund launches, a rise in allocations and increasing returns for funds, not to mention the continuing emergence of multi-strategy hedge funds. That’s adding a level of interest in the sector again by allocators. billion in 2023.

Funds 69

Funds Broker Banking Bank 69

The TRADE

NOVEMBER 27, 2023

State Street’s asset management business State Street Global Advisors (SSGA) named Dublin-based Ann Prendergast head of EMEA. She has been with State Street since 2000, beginning as a relationship manager. Following this appointment, Prendergast retains her position as chief executive of State Street Global Advisors Europe.

Equities 64

Equities Trading Electronics Investment Banking 64

The TRADE

JANUARY 3, 2024

And what happens if the floodgates truly open with the arrival of the $100 billion funds? The narrative of the service being used solely by smaller hedge funds has been replaced by suggestions that outsourced trading is gathering pace among larger fund managers.

Trading 64

Trading Asset Management M&A Broker 64

Razorpay

DECEMBER 15, 2024

Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds. Alternative investments, including real estate, commodities, and luxury assets.

Banking 52

Banking Bank IT Management 52

The TRADE

MAY 1, 2024

Joining the industry after graduating from business school at the age of 20, Papanichola has an impressive track record that spans across five hedge funds and two banks. I cut my teeth in investment trust arbitrage and fund reconstructions. The hedge fund favours what Papanichola pegs as an up-and-coming investment style.

Trading 59

Trading Capital Funds Investment 59

The TRADE

AUGUST 14, 2023

I’ve always worked in the asset management industry, starting my first job at 18 with Scottish Amicable Investment Management in Glasgow. From the banking team at Scot Asset Management, I moved firms in 1999 to take up a role in trade settlements. What has your journey to the trading desk been like?

Trading 52

Trading Asset Management Equities Management 52

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 We share the burden of finding budgets and funding things going forward.”

Trading 52

Trading Portfolio Management Asset Management Management 52

The TRADE

OCTOBER 31, 2024

Finding fixed income After spending three months as a trading assistant intern at PPM America, Raymond landed his first permanent buy-side position, joining UBS Asset Management as an operations assistant in 2003. It’s different needs for our clients and our fund managers.

Portfolio 52

Portfolio Trading Management Asset Management 52

The TRADE

AUGUST 7, 2024

Speaking to The TRADE, Dean Gray, head of EMEA outsourced trading at Jefferies, explains: “It has been well documented that the past few years have seen a significant shift in the mindset, especially of the larger funds, towards the adoption of outsourced trading. were in $50-100 billion and another 2.5% in the $100 billion-plus range.

Trading 59

Trading Management Investment Manager IT 59

The TRADE

DECEMBER 8, 2023

Axes are no longer the preserve of the trading desk at asset managers. The use of this data by the portfolio management function means they can better represent their investment process by taking liquidity into account. Dealers still need to get better at distributing their data and managing where it goes to.

Trading 52

Trading IT Electronics Portfolio 52

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. There are vendors that are breaking into the market for different asset classes and working out where the gaps are.

Trading 64

Trading Electronics Portfolio IT 64

The TRADE

DECEMBER 8, 2023

Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. This is a timing problem which causes issues on T+1 if there are any trade discrepancies between the asset manager and the executing broker.

Broker 113

Broker Asset Management Trading Funds 113

Mergers and Inquisitions

APRIL 5, 2023

But one possible exception lies in sovereign wealth funds (SWFs) , which are similar to funds of funds in some ways. I’ll address all these points here and cover the advantages and disadvantages of SWFs, but let’s start with the definitions and overview: What Are Sovereign Wealth Funds?

Recruitment 59

Recruitment Funds Private Equity Investment 59