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

The TRADE

JUNE 17, 2024

The move follows a Series A finding round of £15 million in 2021, with this latest investment set to fund the firm’s commercial development, including expanding its sales, product and marketing capabilities in the US, UK, Ireland, Singapore and Australia.

Funds 69

Funds Investment Manager Capital Market Investment 69

Peak Frameworks

SEPTEMBER 28, 2023

Consistently at the top of global university rankings, it should come as no surprise that McGill students consistently break into investment banking. McGill is one of the only Canadian schools (alongside Ivey and Queen's) that consistently places hires into the top banks in the U.S. hires into the top investment banks.

Investment Banking 52

Investment Banking Banking Bank Investment 52

The TRADE

JUNE 13, 2023

New investor BNP Paribas, alongside existing shareholders Bank of America, Barclays, Citi, Goldman Sachs, JP Morgan, and Wells Fargo, have closed a $25.4 Currently, the TDN comprises 16 banks and brokers and 40 investment managers and hedge funds. Altogether the combined assets under management is more than $37 trillion.

Funds 59

Funds Banking Bank Broker 59

The TRADE

JULY 18, 2023

Morgan Stanley has reported an increase in net revenues for the second quarter despite ongoing muted activity in investment banking and a decline in equities and fixed income. The bank reported net revenues of $13.5 The increase came off the back of strong activity in the bank’s investment and wealth management divisions.

Investment Banking 52

Investment Banking Equities Banking Bank 52

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.

Banking 52

Banking Bank IT Management 52

TechCrunch: M&A

AUGUST 18, 2023

The transaction was expected to provide Boxed with about $334 million in net cash proceeds, including a $120 million private investment from investors such as Brigade Capital Management, Avanda Investment Management and Onex Credit, Reuters reported.

Mergers and Acquisitions 212

Mergers and Acquisitions Retail Food Acquisitions 212

Global Banking & Finance

AUGUST 16, 2024

Dylan Sidoo is a Canadian investment professional, in the world of finance and investment management. With a background in critical studies from the University of Southern California and a Master of Science in Global Finance & Banking from King’s College London.

Finance 59

Finance Finance Investment Manager Education 59

The TRADE

JUNE 19, 2023

The Bank of England (BofE) has today launched a new stress testing “exercise” to improve the understanding of how major banks and buy-side behave in stressed market conditions, including how these behaviours might interact to “amplify shocks”.

Banking 52

Banking Bank Asset Management Funds 52

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.

Trading 52

Trading Banking Bank Sale 52

The TRADE

JANUARY 19, 2024

Prior to his stint at JP Morgan Chase, Russo spent nearly four years at online investment management firm Nutmeg, most recently as senior trader. Elsewhere in his career, Russo spent three and a half years at James Hambro & Partners and one year at the British Arab Commercial Bank (BACB) in operations focused roles.

Investment Manager 78

Investment Manager Media Trading Bank 78

The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. We are nimble and agile.

Funds 59

Funds Capital Capital Market S&P 59

Global Banking & Finance

AUGUST 8, 2024

Ardhendu Sekhar Nanda is a renowned Fintech expert in Treasury data services, Treasury management and Market data, boasting two decades of extensive experience in the financial services and technology sectors. He has played a pivotal role in global corporations in successfully implementing Fintech solutions across various banking verticals.

Investment Manager 40

Investment Manager Management Financial Services Trading 40

Global Banking & Finance

MARCH 25, 2024

Investment managers […] Private Equity Firms Embrace AI for Their Portfolio Companies By Drake Paulson, VP Strategic Partnerships, Anduin The integration of Artificial Intelligence (AI) into business operations has moved beyond mere speculation to tangible ROI.

Private Equity 81

Private Equity Portfolio Equities Investment Manager 81

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.

Asset Management 52

Asset Management Investment Manager Management Equities 52

TKO Miller

JUNE 21, 2023

TKO Miller, LLC, a middle-market investment banking firm based in Milwaukee, WI, announced three new additions to its team. in Finance, Summa Cum Laude, as well as a Certificate in Investment Management, both from the University of Wisconsin-Milwaukee. MILWAUKEE, WI. – Griffin Oleszczuk, J.D., Griffin holds an M.B.A.

Mergers and Acquisitions 99

Mergers and Acquisitions Middle Market Acquisition Advisories Advisory 99

Accenture Capital Markets

SEPTEMBER 5, 2023

The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing. This is mostly because a large share of the total spend is related to front-office costs that RPA does not address, such as staff compensation, investment management fees and deal costs.

Investors 94

Investors Financial Services Insurance Investment 94

The TRADE

FEBRUARY 28, 2024

While working for the German investment manager he was responsible for institutional clients including central banks, pensions funds and sovereign wealth funds and assisted them with asset allocation and best execution. He recently left the business, the people said, who spoke on condition of anonymity as the matter is private.

Capital Market 98

Capital Market Capital Asset Management Business 98

The TRADE

DECEMBER 13, 2024

The transaction was made with Banque de France and represents the first repo transaction in digital securities with an Eurosystems central bank. It illustrates the potential of a Central Bank Digital Currency (CBDC) to improve the liquidity of digital financial securities, said Societe Generale in an official announcement.

Investment Manager 59

Investment Manager Bank Banking Trading 59

The TRADE

NOVEMBER 28, 2024

What do you believe the trader of the future looks like skills wise? We need to take a step back and look at today’s trading desk.

Trading 98

Trading Engineering Management Collaboration 98

The TRADE

MARCH 8, 2024

In the role he has been chairperson for Clearstream and covered Investment Management Solutions segment with ISS STOXX and SimCorp. Weimer took over the CEO role in 2018, moving over from his CEO position at HypoVereinsbank UniCredit Bank. Deutsche Borse said a decision on his succession will be made in due course. “I

Investment Manager 111

Investment Manager Capital Market Trading Capital 111

The TRADE

DECEMBER 19, 2023

Daniel Chambers, head of data and analytics, BidFX (an SGX company) This year has seen investors hanging on every word uttered by central banks around interest rates. 2024 will see investment managers ask why their FX flow has been directed to certain counterparties, rather than passively accepting the liquidity provider’s perspective.

Trading 69

Trading Asset Management Investment Manager Management 69

The TRADE

JULY 22, 2024

Head of London equity trading at Morgan Stanley Investment Management, Mark Perry, has retired The TRADE revealed. Based in London, Miller was appointed to head up the division in EMEA after eight and a half years with the bank, specialising in equity sales trading, according to an update on his social media.

Trading 64

Trading Equities Sale Investment Manager 64

The TRADE

JUNE 24, 2024

Before joining MEAG in 2021, George worked at the multi-family office Novethos and previously held positions at various banks and private banks. 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

The TRADE

MARCH 4, 2024

Legal & General Investment Management (LGIM) promoted one of its own to the role of head of US equity and foreign exchange trading. The global head of capital markets at German asset manager DWS, Keshava Shastry, has left the business, according to two people with knowledge of the matter.

Asset Management 72

Asset Management Sale Trading Equities 72

Global Banking & Finance

OCTOBER 29, 2024

real estate investment firm DivcoWest. Norges Bank Investment Management (NBIM), the world’s largest sovereign wealth fund, […] STOCKHOLM (Reuters) – Norway’s sovereign wealth fund said on Tuesday it has bought a 97.7%

Funds 40

Funds Investment Manager Investment Bank 40

The TRADE

OCTOBER 27, 2023

As part of a major scheme from the Monetary Authority of Singapore (MAS) to develop the region as a global FX trading hub, several large banks over the last few years agreed to develop FX pricing and trading engines in Singapore, in partnership with MAS. This year, the industry has seen interest in Singapore grow from the buy-side too.

Trading 90

Trading Asset Management Management Investment Manager 90

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.

Asset Management 64

Asset Management Equities Investment Manager Sale 64

The TRADE

JUNE 1, 2023

Jenny Johnson, president and chief executive of Franklin Templeton, said: “With outstanding investment performance, Putnam will add complementary capabilities to our existing specialist investment managers to meet the varied needs of our clients and will increase Franklin Templeton’s defined contribution AUM.”

Asset Management 59

Asset Management Management Mergers and Acquisitions Investment Manager 59

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.

Funds 64

Funds Financial Services Investors Investment Banking 64

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.

Asset Management 52

Asset Management Investment Banking Trading Investment Manager 52

The TRADE

NOVEMBER 27, 2023

Read more: Fireside Friday with… Morgan Stanley’s Maria Salamanca Mejia Previously in his career, McMahon worked as a centralised dealer at Bank of Ireland Asset Management, working on the multi-asset global trading desk.

Sale 59

Sale Risk Management Asset Management Trading 59

Global Banking & Finance

DECEMBER 23, 2024

BNP Paribas has formally signed the previously announced 5.1bn ($5.3bn) share purchase agreement for Axa Investment Managers. Axa and BNP Paribas Cardif entered into exclusive negotiations in August to offload Axa’s asset management division.

Shares 52

Shares Asset Management Investment Manager Negotiation 52

The TRADE

AUGUST 5, 2024

Prior to GMO, he worked as an operations specialist at Evergreen Investments and has also previously worked in a custody-related accountancy role at Investors Banks & Trust. RBC Capital Markets appointed Mitul Patel director, central bank sales, based in London.

Capital Market 64

Capital Market Investment Capital Portfolio Management 64

Global Banking & Finance

DECEMBER 9, 2024

LONDON (Reuters) – China still faces a very difficult economic situation and it is hard to be positive on the world’s second-biggest economy just yet, Legal & General Investment Management’s Chief Investment Officer Sonja Laud said on Monday.

Investment Manager 52

Investment Manager Economics Investment Management 52

The TRADE

APRIL 18, 2024

The three firms join a growing list within Sustainable Trading’s global membership network of investment managers, banks, brokers, exchanges, trading platforms and service providers who share the goal of improving the sustainability of global markets.

Trading 64

Trading Investment Manager Broker Profitability 64

The TRADE

OCTOBER 7, 2024

If you are buy-side and interested in attending the event, please contact Karen.delahoy@thetradenews.com.

Trading 59

Trading Asset Management Equities Investment Manager 59