The TRADE

JANUARY 8, 2024

Previously, he served as global head of institutional sales at TP ICAP, and before that worked as head of sales EMEA and Asia Pacific at BGC Partners for two years. 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

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).

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Bank Banking Asset Management Equities 64

The TRADE

FEBRUARY 12, 2024

He joined after most recently spending two and a half years at BlackRock’s flagship Aladdin platform, serving as a managing director and leading its business development efforts across EMEA. Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities.

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Capital Sale Asset Management Management 64

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. Kepler Cheuvreux Execution Services (KCx) appointed Seb Klatt as program trading (PT) sales trader.

Sale 64

Sale Management Trading Portfolio Management 64

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

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. Goldman Sachs veteran, Christopher Daur, left the investment bank to head up buy-side sales and relationships at AccessFintech.

Asset Management 52

Asset Management Investment Banking Trading Investment Manager 52

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

DECEMBER 8, 2023

Technology vendor Broadridge also explains the change in procedures for asset managers delivering trade details to prime brokers and coordinating information among the asset manager, executing brokers and PBs. “Currently, buy-side firms deliver trade data to executing brokers and prime brokers separately.

Broker 113

Broker Asset Management Trading Funds 113

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

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. In addition, he will focus on ensuring close coordination between the FX trading and sales teams.

Equities 64

Equities Trading Electronics Investment Banking 64

Mergers and Inquisitions

DECEMBER 6, 2023

The multi-manager hedge fund model is simple: Raise $10-20 billion, borrow at the fund level to take this to $50-$100 billion, and then allocate this capital to dozens of internal teams. By contrast, at a single-manager fund, you’d probably get a more open-ended task, such as one week to find, research, and pitch your own idea.

Funds 104

Funds Management Recruitment Portfolio 104

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

OCTOBER 9, 2024

She joined Ninety One in 2021 from Royal London Asset Management where she had been head of dealing for three years. Previously in his career, Hagan also spent four years on the sell-side at Société Générale in various FX sales roles. Gibson is a seasoned trader with an extensive career in markets.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

The TRADE

JULY 17, 2023

With Middle East and North Africa (MENA) becoming a larger part of indices and portfolio managers’ thinking, decisions will have to be taken around how best to trade these markets. Foremost is smooth and continuous trading, meaning an asset manager can work on a global level with minimum hinderance.

Equities 52

Equities Trading Asset Management Management 52

The TRADE

AUGUST 7, 2024

Brendan Burke, Brown Brothers Harriman’s (BBH) managing director and head of Americas FX sales and business development tells The TRADE: “Managers need to be comfortable that execution via an outsourced platform is comparable to managing the process in-house.

Trading 59

Trading Management IT Investment Manager 59

Mergers and Inquisitions

MAY 24, 2023

All the large multi-manager funds , such as Millennium, also use event-driven strategies to some extent. Schoenfeld Asset Management (PSAM), Pentwater, Silver Point, Anchorage, and King Street. 11% I was surprised at the high percentage from sales & trading , but that’s mostly due to classification issues (e.g.,

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The TRADE

JANUARY 3, 2024

David Berney and Michael Broadbent run Ergo Consultancy which delivers what it refers to as provider “beauty parades” for buy-side organisations looking to outsource their trading, whereby it presents all the services in the industry to that asset manager, hedge fund or asset owner.

Trading 64

Trading Asset Management M&A Broker 64

The TRADE

OCTOBER 18, 2024

Dominic Rieb-Smith, managing director, international head, prime services sales, JP Morgan, refers to the past year as “a standout”. There’s been a consolidation of where the assets are in the marketplace, and the biggest of the funds have gotten bigger. “We Those are the relatively commoditised parts of the business.

Funds 69

Funds Broker Bank Banking 69

The TRADE

FEBRUARY 21, 2025

Kepler Cheuvreux and Unigestion have announced a strategic partnership which will see the firms launch a joint public equities asset management company. In addition, Kepler Cheuvreux is contributing a sales force of over 130 professionals and more than 1,300 institutional clients across Europe, North America, and MENA.

Asset Management 59

Asset Management Management Equities Portfolio Management 59

The TRADE

OCTOBER 28, 2024

Michael Lam joined TT International as a senior trader, following three and a half years at Jupiter Asset Management as a fixed income trader. He has previous experience across multi-asset trading and his past roles include stints as a multi asset trader at Manulife Investment Management and BNP Paribas Asset Management.

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Securities Asset Management Investment Manager Trading 64

The TRADE

FEBRUARY 17, 2025

Further roles at Fidelity International include stints as fixed income trading business manager, senior fixed income change manager, and senior fixed income portfolio analyst. Before joining Fidelity International, Awan spent two years at Royal London Asset Management.

Management 64

Management Capital Portfolio Management Investment Manager 64

Mergers and Inquisitions

MARCH 5, 2025

For example, a company may have won approval for its drug and indicated that its expected peak sales will be $5 billion annually. Based on this, the market values the company at a 1x Enterprise Value / Peak Sales multiple, so its current Enterprise Value is $5 billion. Short LQDA, Long UTHR: This works if you have the opposite view.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64