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 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.

Trading 105

Trading Asset Management Management Portfolio Management 105

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

NOVEMBER 14, 2023

As asset managers continue to look for ways to fully capitalise on data, a new SIX report has found that almost half view data velocity as the key challenge in enabling analytics to drive growth. These individuals work across financial institutions, asset managers, wealth managers, investment banks, and asset servicers.

Asset Management 59

Asset Management Management Investment Banking Financial Institution 59

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

NOVEMBER 17, 2023

Triodos Investment Management has selected Bloomberg’s AIM and PORT Enterprise solutions in a bid to support its front-office workflows. In addition, the tools allow for ESG data integration across the investment process, which Triodos asserted aligns with its stated commitment to sustainable investing.

Investment Manager 59

Investment Manager Management Investment Asset Management 59

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

The TRADE

AUGUST 8, 2024

German asset manager BayernInvest has adopted an integrated suite of Bloomberg solutions to support its front-to-back workflows. Expanding our engagement with Bloomberg as our technology partner has enabled us to streamline our investment management and operations workflows,” said Alexander Mertz, chief executive of BayernInvest. “It

Asset Management 69

Asset Management Investment Manager Management Portfolio Management 69

The TRADE

JUNE 13, 2023

“By optimising ETF workflows with consistent data, key analytics and more efficient basketing capabilities, asset managers are better equipped to drive investment decision making with access to near real-time data modernise their operating models as the ETF marketplace continues to grow.” Issuers using the Alpha platform can make use of portfolio (..)

Electronics 110

Electronics Portfolio Management Trading Architecture 110

The TRADE

JULY 15, 2024

Impax Asset Management Group has completed its acquisition of Absalon Corporate Credit’s fixed income assets. Once both deals have been completed, Impax is set to have total pro-forma fixed income assets under management and advice of around £3.1 The existing fixed income team is based in the US.

Acquisitions 59

Acquisitions Asset Management Debt Management 59

The TRADE

JULY 24, 2023

Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture, The TRADE can reveal. I shall be taking up a more active role in a corporate development and investment advisory position, at an extraordinarily exciting time for the business.

Investment Manager 52

Investment Manager Management Investment Portfolio Management 52

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.

Asset Management 59

Asset Management Portfolio Management Portfolio Investors 59

The TRADE

JANUARY 8, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). He originally joined the asset manager as an investment operations analyst in 2020. He began his career as a junior portfolio manager at RSA covering US equities.

Asset Management 64

Asset Management Equities Sale Investment Manager 64

The TRADE

JULY 8, 2024

Senior equity trader at Janus Henderson, Stuart Mair, left the asset manager after 14 years. He originally joined the asset manager in 2010 as an RFP associate on the fixed income team. Prior to the move, Lane worked as vice president – institutional commodity sales EMEA, ETFs, quantitative investment strategies QIS).

Bank 64

Bank Banking 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

Razorpay

AUGUST 9, 2023

Huge corporations have investment banks. Some merchant banks may be affiliated with other retail or investment banks, but this specialized branch of banking does not provide services to the general public. Regular individuals have retail banks. What do medium to big-sized businesses have? The answer: Merchant banks.

Bank 52

Bank Banking Business Underwriting 52

The TRADE

JULY 31, 2023

During his time with the asset manager, Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong. Prior to joining Invesco in 2016, Taitz spent two and a half years at RBC Capital Markets in a fixed income role and 10 and a half years at UBS Investment Bank as an executive vice president.

Asset Management 52

Asset Management Investment Banking Trading Investment Manager 52

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.

Trading 115

Trading Portfolio Management Asset Management Financial Services 115

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

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

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

MAY 30, 2023

TS Imagine has expanded its team in the Asia Pacific with two new appointments from investment management fintech Enfusion. Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support.

Accountant 64

Accountant Portfolio Management Management Risk Management 64

The TRADE

NOVEMBER 9, 2023

Christoph Hock, head of multi-asset trading at Union Investment, accepted the Lifetime Achievement Award at The TRADE’s Leaders in Trading 2023 gala awards ceremony last night. The TRADE would like to extend its congratulations to Hock for his long-standing commitment and service to the industry.

Trading 52

Trading Portfolio Management Asset Management Investment 52

Mergers and Inquisitions

DECEMBER 6, 2023

Multi-manager hedge funds promise investors solid risk-adjusted returns with low volatility; no matter what the broader market does, you’ll make money if you invest in them. Many of these firms have performed quite well, but it depends on the specific funds you’re looking at (the large firms offer many different funds to invest in).

Funds 104

Funds Management Recruitment Portfolio 104

The TRADE

FEBRUARY 12, 2024

Rothschild & Co senior investment dealer, Greg Finke, has left the firm for a new opportunity at Polar Capital. Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Polar Capital confirmed his appointment.

Capital 64

Capital Sale Asset Management Management 64

The TRADE

JUNE 2, 2023

The asset manager will now operate with two specialised trading groups, one dedicated to equities, consisting of a team of three traders and headed up by Fabien Orève, and one dedicated to fixed income, consisting of four traders and headed up by Amaury Van Ruymbeke. High touch trading can be renewed.

Trading 59

Trading Equities Portfolio Management Portfolio 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, Kirk is set to oversee and enhance Tourmaline’s services in support of asset managers globally as part of his new role.

Sale 64

Sale Management Trading Portfolio Management 64

Razorpay

DECEMBER 15, 2024

The services offered by a private banker include customized wealth management plan that may include investment strategies, asset allocation, and other financial solutions. Comprehensive Wealth Management Private banking integrates multiple financial services under one umbrella, offering a holistic approach to managing wealth.

Bank 52

Bank Banking IT Management 52

Mergers and Inquisitions

JANUARY 31, 2024

In other words, they’re the public face and brand of their fund, and all investment decisions flow through them. This setup creates many differences with multi-manager (MM) hedge funds , from investment styles to recruiting and careers. Some of these funds have 100+ employees; Viking has 275+ with 45+ investment professionals.

Funds 59

Funds Management S&P Recruitment 59

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

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

Mergers and Inquisitions

APRIL 5, 2023

The pitch is that you do a mix of high-level “macro” work and occasional “micro” work, such as direct investments, you may get to live in exotic locations and pay less in taxes, and you work much more normal hours than in other finance jobs. Some SWFs operate like long-only asset managers (i.e.,

Recruitment 59

Recruitment Funds Private Equity Investment 59

The TRADE

MAY 1, 2024

Core values After two years at RBC, Papanichola landed himself his first hedge fund role at Elliot Management Corporation as a multi-product manager and arbitrage portfolio manager mentored by Jon Pollock, Jean Luc Harnay, and Phil Streeton. I cut my teeth in investment trust arbitrage and fund reconstructions.

Trading 59

Trading Capital Funds Investment 59

The TRADE

OCTOBER 31, 2024

Chicago-based head of US trading at Legal and General Investment Management (LGIM) Ryan Raymond has seen enough economic turmoil during his career to know what to do when markets turn volatile. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

Portfolio 52

Portfolio Trading Management Asset Management 52

Mergers and Inquisitions

MAY 24, 2023

Part of the issue is that many different strategies fall within the “event-driven” category: merger arbitrage , activist investing , distressed investing, special situations, and more. You could even say that a long-only fund that invests in undervalued companies based on their earnings announcements is “event-driven.”

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The TRADE

OCTOBER 23, 2023

Technology is at the forefront of this movement and the electronification/automation of many parts of the execution function allow the human element of trading to be more focused on larger, more complex trades that carry greater risk and as the role of trading develops, into other areas of the overall asset management business.

Trading 64

Trading Portfolio Portfolio Management Management 64

The TRADE

JANUARY 3, 2024

It’s a world which has a compelling backstory and a future which could veer off in several different directions depending on a range of scenarios which includes growing demand from larger buy-side organisations, M&A activity and an increasing level of investment needed to stay competitive.

Trading 64

Trading Asset Management M&A Broker 64