Razorpay

DECEMBER 15, 2024

What is Private Banking? Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth.

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The TRADE

JULY 18, 2023

Bank of America has reported a strong second quarter and first half of the year overall, despite its global wealth and investment management total revenue decreasing 4% to $5.2 The bank also highlighted that lower than average transactional volumes had contributed to lower asset management and brokerage fees.

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The TRADE

JULY 24, 2023

Before that, he worked at Bank of America for 11 years, most recently as head of North American equity client solutions sales and structuring. Elsewhere, Gleave previously served as head of equity solutions for EMEA at Nomura and has also held senior positions at investment banks Morgan Stanley Bank of America, and Lehman Brothers.

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The TRADE

SEPTEMBER 10, 2024

The development has enabled six investors to follow-on from their original investment and four additional investors to join the group of firms with a stake in FINBOURNE. FINBOURNE provides investment management solutions and a cloud-native data management platform.

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The TRADE

JULY 31, 2023

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

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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. Throughout his career Jenkins has also worked at SWIFT, Macgregor, and AXA Investment Managers.

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The TRADE

JUNE 19, 2023

Previously, Williams served as an investment account manager at Northern Trust. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. M&G’s global asset management arm appointed Manabu Fujita as head of M&A Investments Japan.

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The TRADE

NOVEMBER 20, 2023

Prior to this move, Baltussen was head of equity factor investing and co-head of quantitative fixed income at Robeco and before that spent three years at NN Investment Partners, most recently as head of quantitative research for multi-asset strategies. Both joined from Wall Street giant Citi and will be working alongside Tim Caulton.

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The TRADE

JUNE 20, 2023

The treasury offering adds to Bloomberg’s existing D&I dealer programme, which was introduced in 2017 with boutique investment bank CastleOak Securities. The offering – which has been expanded to include US treasuries – is used by investment managers and bond dealers as a pool of liquidity.

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The TRADE

AUGUST 14, 2023

Zaman brings more than 20 years’ experience to the role, having worked in a range of senior positions at various global organisations, including AXA Investment Managers, EY, and PwC. Most recently, he served as head of strategic initiatives and innovation at Investec Wealth & Investments.

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The TRADE

NOVEMBER 2, 2023

A friend suggested I consider investment banking and following a trading and sales summer placement at ABN AMRO in the City, I was instantly captivated – I had found my fit. Fast forward to the end of my studies, I applied for a position at a European investment bank.

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The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. She began her career with a two-year stint as a principal dealer at Bank of Ireland Global Markets. The London-based trading team at Ninety One has a very particular set of skills.

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The TRADE

JANUARY 3, 2024

But there are a number of factors at play which make the future an enticing space to watch as only time will tell whether the independents can continue to thrive among a growing crowd of institutional banking players. Each provider, independents and banking giants alike, are stacking their rosters with buy-side experience.

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The Deal

JULY 18, 2023

Still, cash-rich private credit can bypass rating agency requirements and syndication to close transactions quickly and put up more money compared to traditional banks. For instance, Minneapolis-based Yukon, a mezzanine debt provider, was part of the six lender group that financed Ridgemont’s investment in Worldwide Produce.

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The TRADE

NOVEMBER 6, 2023

She later took on a role at the bank as executive director of investor flow sales responsible for the introduction of its derivative product to its UK client base. She assumed the role at the bank after a 15-year stint with Morgan Stanley where she held several roles, most recently head of market structure for clients.

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Peak Frameworks

AUGUST 24, 2023

Robo-advisors are automated platforms that provide investment management services with minimal human intervention, such as Betterment. If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year.

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Peak Frameworks

JULY 20, 2023

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Modern Portfolio Theory, despite its criticisms and limitations, continues to serve as a pivotal framework in the field of investment management.

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The TRADE

FEBRUARY 12, 2025

Longfellow Investment Management has appointed Allison Goldie as fixed income trader. Goldie joins the investment manager from Morgan Stanley where she spent the last three years. Kisacik had previously spent two years at Morgan Stanley, most recently as part of the banks emerging markets cross asset sales team.

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The TRADE

MARCH 10, 2025

Prior to joining the firm, London-based Power served as a global multi-asset and derivatives trader at Newton IM, and before that as head of trading at Standard Life Investments. Power has also worked in derivatives-related positions at various firms, including: Ignis Asset Management, Axial Investment Management, and RBS.

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The TRADE

DECEMBER 12, 2024

Central to the growth of the off-book segment and perhaps responsible for ruffling the most feathers is a relatively new workflow whereby non-bank liquidity providers quote directly to the buy-side via their execution management systems (EMS) leveraging actionable indications of interest (IOIs).

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