The TRADE

OCTOBER 2, 2023

RBC appointed two former Credit Suisse senior algorithmic trading individuals to join its low touch electronic sales and trading team. Also appointed to the low touch sales and trading team at RBC is Suzanne Webster, who joined as a multi-asset director. He joined from Luminex where he most recently served as head of sales.

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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.

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The TRADE

JUNE 6, 2023

Aviva Investors, Aviva’s global asset management business, has appointed Monica Fan-Bradley as head of institutional sales (excluding Asia Pacific) within its global client solutions function. She also serves as a member of eVestment’s asset manager board and the advisory council of The Diversity Project UK.

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The TRADE

DECEMBER 18, 2024

Stuart Lawrence has been appointed head of European equities trading at UBS Asset Management four and a half years after he joined the firm in June 2019. He was most recently head of UK equity trading at UBS Asset Management, having previously served as a high touch equity sales trader at Kepler Cheuvreux.

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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.

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Global Newswire by Notified: M&A

JANUARY 1, 2024

Equans finalised on 31 st December 2023 the sale of its UK district heating and cooling networks to the Swiss Life Asset Managers and Schroders Greencoat LLP consortium

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The TRADE

AUGUST 25, 2023

Pictet Asset Management has appointed Jade Beckmann as an equity trader, The TRADE can reveal Beckmann joins Pictet Asset Management from Bloomberg, where she most recently served as a professional services sales account manager. Beckmann announced her appointment in a social media post.

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The TRADE

FEBRUARY 26, 2024

Ryan O’Connor left Goldman Sachs Asset Management and is set to join ETF provider Global X ETFs as chief executive on 8 April. He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business.

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The TRADE

NOVEMBER 13, 2023

Nasdaq European Markets selected Matteo Balladori, former head of European business development at Citadel Securities, to join the venue as a senior sales director, The TRADE revealed. He joined Nasdaq European Markets in its European equities sales team based in London after nearly six years at Citadel Securities.

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The TRADE

SEPTEMBER 19, 2024

Oaktree Capital Management has agreed to acquire Close Brothers Asset Management (CBAM) – the wealth management arm of Close Brothers – for an equity value of up to £200 million, set to be completed in early 2025 pending customary regulatory approvals.

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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.

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The TRADE

JULY 5, 2024

Milan-based O’Connor joins following almost 15 years at ACCIONA Group’s Spanish asset manager, BESTINVER. He most recently served as e quity sales trader, leveraging key knowledge of the Italian, Swiss, US and UK markets. The post BESTINVER sales trader joins MIT SIM appeared first on The TRADE.

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The TRADE

MARCH 22, 2024

HSBC has appointed Matthew Stanton as managing director, head of equities sales trading for Americas. Stanton joins HSBC from Primary Portal, where he served as a sales consultant. Prior to that, he spent just over seven years at Barclays, most recently serving as managing director, head of cash sales trading, Americas.

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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. This focus on front-office was further shown by 46% of respondents highlighting ‘sales and distribution’.

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The TRADE

JULY 1, 2024

Stephen Wilkes, the head of buy-side solutions sales and head of securities services at Deutsche Bank, will be departing his role after spending almost 13 years at the bank. For nearly five years, Wilkes served as the head of buy-side solutions sales and head of securities services sales in the EMEA region.

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The TRADE

MAY 16, 2024

A DWS Group senior equity trader has departed for pastures new after over 16 years at the asset manager, The TRADE can reveal. Alex Cotar has left the asset management arm of Deutsche Bank to join Bankhaus Metzler as an equity sales trader, according to an update on social media.

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The TRADE

JULY 12, 2024

Edmond de Rothschild Asset Management has appointed Regine Wiedmann as head of distribution for the DACH region. As part of the new role, Wiedmann will drive forward sales activities for institutional clients and distributors in Germany, Austria and Switzerland.

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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.

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The TRADE

NOVEMBER 27, 2023

Ronan McMahon has been appointed algorithmic sales trader at CLSA, following his departure from Morgan Stanley back in May. Earlier this year, trading, portfolio and risk management solutions provider TS Imagine added CLSA’s AI-powered European algo suite to its list of certified brokers.

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Global Newswire by Notified: M&A

SEPTEMBER 17, 2023

PRESS RELEASE Paris, 18 September 2023 Equans announces the signing of an agreement with the Swiss Life Asset Managers and Schroders Greencoat.

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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. She currently serves as head of RepoClear and collateral management at LCH SA.

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Financial Times - Banking

JANUARY 28, 2025

Plus, Brighthouse Financial considers a sale as asset managers clamour for insurers and Golden Goose lands a non-IPO deal

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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. He will work alongside Eduard van Nes, head of intermediary sales for Middle East and Africa.

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The TRADE

JULY 15, 2024

Edmond de Rothschild Asset Management appointed Regine Wiedmann as head of distribution for the DACH region. Wiedmann brings more than 18 years of experience in asset management and sales in the German-speaking markets. Before that, she co-founded Vicenda Asset Management in Zug, Switzerland.

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The TRADE

OCTOBER 21, 2024

Eric Heleine, head of the buy-side trading desk at Groupama Asset Management, is set to step away from the firm before the end of the year, as revealed by The TRADE. Anand Goyal was appointed head of FX institutional sales for Japan, Asia North, Australia and Asia South, based in Singapore.

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The TRADE

JULY 26, 2024

Robert Whelan has joined Citadel as equity trader following almost eight years at Pictet Asset Management. Prior to that, he worked at Morgan Stanley, initially joining as an electronic trading associate before going on to a role as equity sales trader. Whelan joined Pictet AM as an equity trader back in 2016.

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The TRADE

AUGUST 6, 2024

Bird joins the firm from JB Drax Honore, where he served as a relative value (RV) sales and execution trader. Whelan previously served as an equity trader at Pictet Asset Management. His appointment follows that of Robert Whelan, who joined Citadel as an equity trader last month.

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The TRADE

MARCH 11, 2024

BNY Mellon made two key senior managing director hires into its fixed income and equity sales and trading businesses. Gould joined BNY Mellon after three years at RBC Capital Markets where she previously served as co-head of equities electronic sales and trading.

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The TRADE

JANUARY 29, 2024

Two former London Stock Exchange Group (LSEG) and SIX Swiss Exchange sales specialists were selected to join US equites alternative trading system (ATS) OneChronos to support its push into Europe. Elsewhere, Sherlock most recently served in a European equity sales role since 2021.

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The TRADE

JULY 29, 2024

David Kirk is set to join Millennium, following almost three and a half years at Marble Bar Asset Management where he most recently served as a trader, The TRADE understands. Kirk joins the capital management firm with experience working as a trader on both the buy- and sell-side.

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The TRADE

SEPTEMBER 7, 2023

Bradley joins two other recently announced appointments: James Kirk, formerly co-head of trading (EMEA) at Liquidnet and James Williams, formerly an institutional sales trader at BTIG. In his new role, Williams will be responsible for covering clients on global cash equities execution, building on his two decades of experience in the area.

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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).

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The TRADE

AUGUST 28, 2023

Will Irwin was appointed director of FX institutional sales at Lloyds Bank North America, following his departure from Banco Bilbao Vizcaya Argentaria (BBVA) where he had been serving in a similar role. Pictet Asset Management appointed Jade Beckmann as an equity trader.

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The TRADE

APRIL 8, 2024

He joined Cowen as managing director for fixed income outsourcing in February 2022, transitioning to commodities specialist Marex as part of the sale of Cowen’s outsourced trading and prime brokerage business at the end of last year. He has also held senior roles at Martin International Securities and Tullet & Tokyo Securities.

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Global Banking & Finance

NOVEMBER 1, 2024

By Andres Gonzalez and Amy-Jo Crowley LONDON (Reuters) – European asset manager Aermont Capital has submitted the highest binding offer for Spanish data centre operator Nabiax, two people familiar with the matter told Reuters.

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The TRADE

APRIL 29, 2024

Dom Lowres, head of execution strategy and Matthew West, electronic sales trader, at Liberum are set to join Investec in the coming months to set up a new low touch electronic desk. Alongside him, Matthew West joins Investec as a global electronic sales trader. Aubry previously served as a credit trader at Mizuho and MUFG Securities.

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The TRADE

JULY 1, 2024

He joins as head of execution sales and microstructure. Griffin originally joined Kepler in 2016 as its head of portfolio and electronic sales trading, later assuming his most recent role as head of market structure and liquidity solutions in 2022. Jefferies appointed Peter Johansson as an equity sales trader.

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