The TRADE

JULY 27, 2023

BlackRock and JFS are set to form a 50:50 joint venture – to be known as Jio BlackRock – focused on delivering tech-enabled access to affordable investment solutions for investors in India. Once in operation, the new business will have its own management team.

Asset Management 97

Asset Management Financial Services Management Investment 97

Accenture Capital Markets

SEPTEMBER 5, 2023

The financial services industry—including asset managers—has had an interesting relationship with Silicon Valley. Asset managers should not assume that these tech giants will look past this industry. Asset managers should start to prepare for what is likely to be inevitable disruption.

Asset Management 91

Asset Management Management Funds Financial Services 91

PE Hub

NOVEMBER 13, 2023

Brookfield has been actively investing in Germany since 2013. The post Brookfield Asset Management opens new Frankfurt office appeared first on PE Hub.

Asset Management 76

Asset Management Management Investment Funds 76

The TRADE

JANUARY 10, 2024

Impax Asset Management has entered into an agreement to acquire the corporate credit assets from fixed income manager Absalon Corporate Credit, part of Formuepleje Group. Impax’s existing fixed income team is based in the US and runs strategies across investment grade and US high yield.

Asset Management 98

Asset Management Corporation Management Business 98

CNBC: Investing

MAY 1, 2024

Microsoft and Brookfield Asset Management will develop 10.5 gigawatts of renewable energy, in a deal they describe as the largest of its kind.

Asset Management 143

Asset Management Investment Management IT 143

The TRADE

APRIL 29, 2024

Royal London Asset Management has restructured its global equity team with immediate effect, following the departure of its head of equities and some members of the wider global equities team. Piers Hillier, chief investment officer, will take on responsibility for Royal London AM’s global equity capabilities.

Asset Management 64

Asset Management Equities Management Funds 64

PE Hub

JULY 24, 2023

The post Obra Capital scoops up asset management and investment research firm KDP’s assets appeared first on PE Hub. KDP filed for bankruptcy court protection on May 21, 2023.

Asset Management 67

Asset Management Capital Management Investment 67

The TRADE

DECEMBER 10, 2024

Saphyre has partnered with BlackRock to integrate services with the firms end-to-end asset management platform Aladdin. Our partnership with Aladdin represents a pivotal evolution for Saphyre, building on our already extensive network of top-tier investment managers and financial institutions, said Ray Shivers, COO of Saphyre.

Financial Institution 105

Financial Institution Financial Services Investment Manager Collaboration 105

The TRADE

OCTOBER 21, 2024

Michael Lam has joined TT International as a senior trader, following three and a half years at Jupiter Asset Management as a fixed income trader at the firm. The post Jupiter Asset Management trader joins TT International appeared first on The TRADE. London-based Lam announced his new role on social media.

Asset Management 59

Asset Management Management Investment Manager Media 59

The TRADE

JUNE 24, 2024

Singapore-headquartered fund manager APS Asset Management has adopted order and investment management technology solution, Bloomberg AIM, to automate its post-trade workflows. We are proud that our partnership with APS Asset Management will help them scale and automate workflows.”

Asset Management 64

Asset Management Trading Management Investment Manager 64

Global Banking & Finance

NOVEMBER 14, 2023

Invest in different. Invest in yourself. Invest in more with the right partner. Invest with Stanbic IBTC Asset Management. Visit [link] to get started.

Asset Management 59

Asset Management Management Investment 59

Global Newswire by Notified: M&A

SEPTEMBER 9, 2024

SMC Entertainment Enters Letter of Intent to Acquire Boutique Investment Manager, Bateau Asset Management.

Boutique 65

Boutique Asset Management Entertainment Investment Manager 65

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.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. Investment banking requires more process and project management skills , while equity research requires stronger creativity and communication skills.

Investment Banking 64

Investment Banking Equities Banking Bank 64

CNBC: Investing

APRIL 12, 2024

Petersburg, Florida-based asset manager said her ARK Venture Fund has invested in OpenAI as of Wednesday. In a Thursday email to clients, the St.

Asset Management 132

Asset Management Funds IT Management 132

The TRADE

SEPTEMBER 29, 2023

Balyasny Asset Management has appointed Harrison Chesterton as associate director within its equity finance trading division, The TRADE can reveal. Before joining Captsone Investment Advisors, Chesterton spent almost eight years at Barclays Corporate and Investment Bank.

Asset Management 64

Asset Management Finance Finance Equities 64

The TRADE

DECEMBER 14, 2023

UK-based investment management firm Waverton has outsourced a portion of its trading to Northern Trust Integrated Trading Solutions (ITS). The deal follows a review by the investment manager of its operating model intended to help it better align its structure with plans for product expansion in the future.

Investment Manager 113

Investment Manager Trading Management Investment 113

World Finance

JULY 5, 2024

Discover how KBC Asset Management is leading the charge in sustainable investing, integrating ESG principles into its strategies, and pioneering responsible investment solutions for a better future

Asset Management 105

Asset Management Investment Management IT 105

Accenture Capital Markets

JUNE 18, 2024

Generative AI (gen AI) is predicted to impact over two-thirds of all functions across the capital markets industry, suggesting that the technology has the potential to significantly transform all its segments—including asset management. The majority of asset manager have already started on this journey.

Asset Management 68

Asset Management Management Capital Market Government 68

PE Hub

JULY 27, 2023

JFS and BlackRock are targeting an initial investment of $150 million each in Jio BlackRock. The post BlackRock and Jio Financial Services to form India-based asset management JV appeared first on PE Hub.

Asset Management 69

Asset Management Financial Services Management Investment 69

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.

Asset Management 64

Asset Management Management Trading Investment 64

The TRADE

OCTOBER 23, 2023

Imapx Asset Management has appointed Ross Pamphilon as its new head of fixed income, The TRADE can reveal. According to a social media update, Pamphilon joins Imapax from Wells Fargo Asset Management, where he spent the last four and a half years as head of fixed income for the EMEA region.

Asset Management 64

Asset Management Management Trading Debt 64

OfficeHours

MAY 24, 2023

Investment banking is one of the most sought-after careers in the finance world. Investment banking is highly desirable due to its potential for high lifetime earnings, its interesting and impactful work, and it serves as a springboard for a career in finance. Maybe even more important than your major is your GPA.

Investment 147

Investment Investment Banking Finance Finance 147

JD Supra: Mergers

APRIL 10, 2024

Acquisitions of private fund sponsors can be accretive for large asset managers, providing access to attractive investment strategies with equally attractive margins, which can be deployed in new ways on larger platforms. 2023 may have been a surge, but even the first two months of 2024 seem like a tidal wave.

M&A 157

M&A Funds Asset Management Acquisitions 157

The TRADE

MAY 7, 2024

He joined the bank in 2021 as global head of e-FX having and previously served as a strategic transformation consultant at State Street.Prior to that, Tokyo-based Wright spent 16 years at Morgan Stanley, most recently as a managing director. He has also held roles at FXall and UBS, as product manager and associate director, respectively.

Asset Management 64

Asset Management Management Equities Trading 64

Global Newswire by Notified: M&A

JANUARY 8, 2025

SMC Entertainment Closes Acquisition of Boutique Investment Manager, Bateau Asset Management.

Boutique 56

Boutique Asset Management Entertainment Investment Manager 56

Global Banking & Finance

OCTOBER 4, 2023

The Truth about Sustainable Investing: Unveiling Myths with AIR Asset Management As the dawn of a new era breaks in the financial world, sustainable investing has gained prominence, becoming a pillar of modern investment strategies.

Asset Management 52

Asset Management Investment Management Profitability 52

The TRADE

AUGUST 2, 2024

BNP Paribas has entered into a definitive agreement to acquire 100% of AXA Investment Managers – representing around €850 million in assets under management – for just over €5 billion. The deal is set to include an agreement for BNP Paribas’ long term management of a large part of AXA’s assets.

Asset Management 59

Asset Management Investment Manager Management Investment 59

The TRADE

AUGUST 29, 2023

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. Allianz Global Investors (AllianzGI) has appointed Kayvan Vahid as head of equity Europe core and value.

Asset Management 69

Asset Management Equities Investors Management 69

Global Banking & Finance

JULY 31, 2023

At 40 Years Old, Arca Fondi SGR Remains Proactive in Meeting Evolving Investment Needs Milan-based asset management company Arca Fondi SGR has a rich history spanning four decades.

Investment 98

Investment Asset Management Finance Finance 98

JD Supra: Mergers

MARCH 8, 2024

A recent government initiative announced on March 5, 2024 signals that more antitrust scrutiny for private equity firms and asset managers is on the horizon. By: Paul Hastings LLP

Private Equity 163

Private Equity Equities Healthcare Asset Management 163

The TRADE

JUNE 27, 2024

State Street Global Advisors and Galaxy Asset Management have unveiled a new collaboration aimed at bringing investors digital asset-based strategies, offering key exposure to companies involved in the digital asset space. trillion digital asset landscape through manager-directed strategies.

Asset Management 64

Asset Management Collaboration Management Investors 64

The TRADE

DECEMBER 4, 2023

Data sharing network Glimpse Markets has added KBC Asset Management to its growing list of buy-side participants. “By joining Glimpse, we’re anticipating future market developments towards greater transparency and the democratisation of data through broader industry collaboration.

Asset Management 59

Asset Management Management Shares Collaboration 59

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. Prior to joining Credit Suisse in 2006, Hilton spent six years at UBS Investment Bank as a director.

Asset Management 64

Asset Management Management Sale Capital Market 64

The TRADE

JUNE 10, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management, joined Titan Investment Solutions as a junior portfolio manager and trader. In this position, he is set to assist Peter Doherty, head of fixed income and investment associate, Christopher Turdean in developing the fixed income trading.

Asset Management 64

Asset Management Management Trading Equities 64

PE Hub

DECEMBER 20, 2023

Last year, Entropy secured a C$300 million investment from the Brookfield Global Transition Fund I, an energy transition fund managed by Brookfield Asset Management. The post Canada Growth Fund to invest C$200m in Advantage Energy’s Entropy appeared first on PE Hub.

Funds 87

Funds Investment Asset Management Management 87

The TRADE

JULY 25, 2023

Clearwater Analytics is set to launch a new generative artificial intelligence solution aimed at improving the way institutional clients analyse investment data and respond to changing market dynamics. The solution applies to all asset classes and its use cases will vary depending on varying client types, Clearwater confirmed.

Investment Manager 98

Investment Manager Management Investment Asset Management 98