The TRADE

MARCH 25, 2024

State Street’s Charles River is set to manage the front-office operations for Perpetual Group’s Australian asset management business. Craig Squires, group chief operating officer at Perpetual, explained that the decision came as the business sought to address current challenges and complexities across investment management.

Management 69

Management Asset Management Boutique Investment Manager 69

Accenture Capital Markets

SEPTEMBER 5, 2023

Robotics Process Automation (RPA) is the application of robotics technology to manipulate existing application software which completes a business process. In institutional investing, many players seem to view RPA as a way to also deal with stringent regulatory requirements, lower projected future returns and growing cost pressures.

Investors 94

Investors Financial Services Insurance Investment 94

The TRADE

JULY 31, 2024

The asset manager already uses Bloomberg’s portfolio and risk analytics solution, Bloomberg PORT and through the addition of AIM, it now has front-to-back workflow. The post Gravis Capital Management enhances front-office capabilities through Bloomberg AIM integration appeared first on The TRADE.

Management 59

Management Capital Asset Management Portfolio 59

Growth Business

NOVEMBER 23, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success The UK is a global leader in fintech. Other than the US and India, there is no other country attracting the numbers of VC investment in the sector. They invest in verticals that include marketplaces (e.g. mortgages, insurance) software (e.g.

Investment 111

Investment Funds Capital Business 111

Accenture Capital Markets

SEPTEMBER 5, 2023

The year ahead will be busy for institutional investors and pension funds as they navigate political turbulence and speculations around when the economic cycle will shift. The industry is rethinking how to manage the generation, storage, transformation, usage and retirement of both structured and unstructured data. Blockchain.

Investment 89

Investment Funds Management Investors 89

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

JUNE 24, 2024

As part of the role, he helped enhance Barclays’ custom baskets business. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan. He joined Northern Trust in 2007 and has since worked in senior roles across portfolio management, client management and sales.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

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

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. Prior to his 17-year stint at TORA, Jenkins was managing director at Caspian, now LSEG Data and Analytics.

Asset Management 64

Asset Management Equities Sale Investment Manager 64

The TRADE

JULY 31, 2023

Taitz joined buy-side OEMS provider Adroit as its head of business operations after seven and a half years with Invesco helming its fixed income trading business. During his time with the asset manager, Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong.

Asset Management 52

Asset Management Investment Banking Trading Investment Manager 52

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

The TRADE

AUGUST 5, 2024

Fidelity Investments appointed Sarah Lambert senior trader, based in Boston. Lambert joins Fidelity from MFS Investment Management where she spent the last five years, most recently serving as investment officer, fixed income trader. Before joining MFS, she spent seven and a half years at BNY Mellon (now BNY).

Capital Market 64

Capital Market Investment Capital Portfolio Management 64

The TRADE

OCTOBER 19, 2023

GAM Holding has confirmed its first steps in the turnaround plan for the business, aiming to return the company to profitability following a turbulent period. GAM has already made several new appointments in recent weeks in a bid to grow the business and increase profits, including changes to the group management board.

Profitability 59

Profitability Shares Investment Management 59

The TRADE

JUNE 19, 2023

BlackRock promoted Dean Catton to take the helm for its European credit business after spending the last two years as its head of European leveraged finance trading for its alternatives business. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role.

Sale 64

Sale Asset Management M&A Investment Banking 64

The TRADE

JANUARY 22, 2025

I spent a lot of time in my sell-side days working as a conduit between capital markets and the origination desk within investment banking as a bridge into the public side, covering hedge funds and multi strategy investment managers for anything equity-linked and credit with a cross-asset mindset. It’s been busy.

Funds 59

Funds Capital Capital Market S&P 59

The TRADE

JUNE 29, 2023

“International investors are seeking high yielding strategies, along with diversifiers for their portfolios which are increasingly centred on global thematic solutions that take advantage of structural trends. This increases our global coverage and is a natural next step to growing the business.”

Investment 64

Investment Investors Asset Management Sale 64

The TRADE

SEPTEMBER 11, 2023

Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. He most recently served as managing director in its institutional rates sales business, overseeing key strategic relationships and distributing global rates products.

Sale 64

Sale Management Trading Portfolio Management 64

Razorpay

DECEMBER 15, 2024

It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth. Unlike retail banking, which caters to the general public, private banking focuses on delivering banking services for affluent individuals and businesses. Flexible credit lines for liquidity needs.

Bank 52

Bank Banking IT Management 52

The TRADE

JANUARY 17, 2024

GAM heads, Mark Hawtin and Jeremy Roberts, are set to join Liontrust Asset Management in the coming months as head of global growth equities, and head of global distribution (ex UK), respectively. Mark Hawtin Hawtin – who spent 15 years with the business – will leave his role as head of global growth equity, along with his team, in May.

Asset Management 64

Asset Management Equities Management Retail 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

Growth Business

AUGUST 3, 2023

By Anna Jordan on Growth Business - Your gateway to entrepreneurial success So, you’ve got your idea in place and your business is running, now you just need some money. Pre-seed funding is there to build the foundations of your business before you move on to your subsequent funding rounds. We invested after a little while.

Funds 52

Funds Investors Investment Business 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. were in $50-100 billion and another 2.5%

Trading 59

Trading Management IT Investment Manager 59

The TRADE

OCTOBER 16, 2024

There is a structural case for emerging markets, and it is set to remain a core part of the fixed income opportunity set,” asserts John Espinosa, head of sovereigns and portfolio manager for Nuveen’s global fixed income team. “It Investors are challenged to be mindful about where to invest within emerging markets.”

Trading 59

Trading Investors Portfolio Investment 59

The TRADE

JANUARY 3, 2024

New entrants are pouring into this space as demand increases exponentially with each passing year, and there’s certainly enough business to go around at present. Could this sticky business start seeing clients switch providers, or even insource? Will we see more M&A? Will the buy-side begin using multiple providers?

Trading 64

Trading Asset Management M&A Broker 64

The TRADE

SEPTEMBER 25, 2024

The Big Interview with BTIG’s Stephen Ponzio Claudia Preece sits down with head of electronic trading at BTIG, Stephen Ponzio, to discuss what’s front of mind when it comes to investing in e-trading talent, which characteristics are most prized on the desk, the importance of human-to-human interaction, and the firm’s future technological plans.

Trading 64

Trading Investment IT Management 64

The TRADE

NOVEMBER 6, 2023

Industry Person of the Year 2023 shortlist: Seema Arora, managing director, head of execution sales, Instinet Europe Champion of The TRADE’s Rising Stars of Trading and Execution award scheme, Instinet Europe’s Seema Arora needs little introduction with an extensive financial career spanning more than 25 years.

Trading 52

Trading Asset Management Equities Management 52

The Deal

JULY 18, 2023

Firms have lowered hold sizes and increased loan prices as they lean toward smaller transactions, team up with other lenders on deals, shy away from unfunded debt and turn up scrutiny on business performance. times, according to data from Configure. ” The post It’s Private Credit’s World appeared first on The Deal.

Debt 52

Debt Finance Finance Private Equity 52

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. What has your journey to the trading desk been like? I joined the banking services team and within that team sat the Treasury function consisting of a money market and FX trader.

Trading 52

Trading Asset Management Equities Management 52

The TRADE

MARCH 27, 2024

Whereas the govey business has historically been very much an RFQ market.” Traders can use request for quote or request for market protocols and can upload Ibor portfolios into Tradeweb’s list trading mechanism for conversion into risk free rates. It’s a growing interest for us on the euro govey side.

Trading 64

Trading Electronics IT Investment Manager 64

Peak Frameworks

AUGUST 24, 2023

Robo-advisors are automated platforms that provide investment management services with minimal human intervention, such as Betterment. this typically takes two business days (T+2) after the transaction date. Discount brokerages offer fewer services but at a lower cost. They primarily focus on executing trades, like E*TRADE.

IT 52

IT Trading Accountant Investors 52

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. When people have ownership in their function and they can see their contribution to the business, that really motivates them to make sure that they are constantly improving,” she explains. “In

Trading 59

Trading Bulge Bracket Asset Management Bank 59

The TRADE

DECEMBER 21, 2023

Suddenly the longstanding narratives of ‘giving up control’, ‘loss of information’ and ‘replacing jobs’ have been replaced with the realisation for some fund managers that you can supplement your trading desk with an outsourced trading provider by turning to them for a particular geography, asset class or cover for holiday periods or busy times.

Trading 64

Trading Management Funds Asset Management 64

Cooley M&A

JANUARY 23, 2024

In a subdued year for global M&A, deal-making in the life sciences industry came in waves, with a busy fourth quarter generating cautious optimism heading into 2024. billion, while EQT acquired Dechra Pharma, a veterinary products business, in an all-cash acquisition for $6.1

M&A 52

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

Peak Frameworks

JULY 20, 2023

At the heart of financial management and investing lies a crucial question: " How can we maximize returns while minimizing risk?" This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s.

Portfolio 40

Portfolio Investors Finance Finance 40

FineMark

JULY 13, 2023

This scenario would largely impact small-to-medium-sized businesses that rely on regional bank lending for their capital needs. Note : FineMark has direct exposure to these impacts through our own proprietary equity solutions and also through our external investment managers. banking system.

S&P 52

S&P Investment Bank Banking 52

The TRADE

FEBRUARY 17, 2025

Prior to that, she worked as global trading business manager. Further roles at Fidelity International include stints as fixed income trading business manager, senior fixed income change manager, and senior fixed income portfolio analyst.

Management 64

Management Capital Portfolio Management Investment Manager 64

The TRADE

JANUARY 13, 2025

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 This deal is understood to be a key step toward Clearwaters plan of building the first cloud-native front-to-back platform for the entire investment management industry.

Business 59

Business Mergers and Acquisitions Asset Management Investment Manager 59