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. It invests in early-stage companies in software, SaaS, healthcare, fintech, security and media.

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The TRADE

FEBRUARY 28, 2024

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, The TRADE can reveal. Keshava Shastry Shastry, a managing director based in London, had been with the German firm for over ten years.

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The TRADE

AUGUST 2, 2024

BNP Paribas has entered into a definitive agreement to acquire 100% of AXA Investment Managers – representing around €850 million in assets under management – for just over €5 billion. The deal is set to include an agreement for BNP Paribas’ long term management of a large part of AXA’s assets.

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The TRADE

JULY 24, 2024

Investment manager Franklin Templeton has become the latest buy-sider to integrate BlackRock’s flagship order management platform, Aladdin. Aladdin supports the entire investment management process across asset classes. The transition will begin in Q2 2025 and will be made up of phases over several years.

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The TRADE

JULY 24, 2023

According to an update on his social media, Rutherford is departing the investment management industry after 35 years to take on a more active role in Smartframe Technologies, a venture which he has been chairman of for six years. I love markets and investing with a passion, it has always given me purpose and drive.

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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.

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Investment Funds Management Investors 89

The Guardian: Mergers & Acquisitions

MAY 14, 2023

A consortium comprised of Macquarie Asset Management and British Columbia Investment Management Corporation completed the acquisition of 60% of the equity in National Grid’s gas transmission and meter business in January, in a deal which valued the business at £7.5bn. Continue reading.

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Business Bank Banking Utilities 77

Growth Business

JUNE 29, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Thanks to programmes such as Dragon’s Den and The Apprentice , we all know what a good pitch presentation should look like, but the challenge is getting it right for your business when it matters. Where do I start? Make sure you make your mark.”

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PCE

FEBRUARY 19, 2025

Carried interest (or carry) is a way of rewarding professional investment managers with a share of an investments anticipated profits.

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Valuation Private Equity DCF Investment Manager 52

The TRADE

NOVEMBER 28, 2024

Instead, we will need to be familiar with all aspects of the business, from legal and settlement processes to transaction cost analysis and trading. A continuous drive to learn about every single corner of the business and market. I think Armon-Jones uses the phone as an analogy for the business getting even more relationship based.

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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.

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Global Banking & Finance

MARCH 25, 2024

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. Investment managers […]

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The TRADE

JUNE 16, 2023

M&G’s global asset management arm has appointed Manabu Fujita as head of M&A Investments Japan. Fujita joins from Schroders Investment Management Japan, where he spent the last 15 years, most recently serving as head of sales. Fujita will report to Loretta Ng, M&G’s head of Asia Pacific. “We

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Growth Business

NOVEMBER 21, 2023

By Timothy Adler on Growth Business - Your gateway to entrepreneurial success What kind of startups are venture capital trusts (VCTs) looking to invest in during the coming year? However, he points out that VCTs still outperform VCs when it comes to attracting investment by proportion. What is a VCT?

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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.

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The TRADE

JUNE 29, 2023

Specialist multi-asset manager Candriam and its parent company New York Life Investments have expanded their partnership to grow their remit in the US offshore market. Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries.

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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. He joins from HSBC, where he most recently he held responsibility for primary coverage on G10 rates for reserve managers and UK real money clients.

Capital Market 64

Capital Market Investment Capital Portfolio Management 64

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 home to the Desautels Faculty of Management , which is one of Canada's top business schools for both undergraduates and MBAs. hires into the top investment banks.

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PCE

NOVEMBER 15, 2023

These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders. But why are they so important, and what do they really mean for your investment decisions and risk management strategies?

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Risk Management Valuation Portfolio Management 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. Prior to joining TKO Miller, Griffin was the Legal and Business Management Intern at StartingBlock , where he assisted local startup companies with their business and legal issues. MILWAUKEE, WI. –

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Mergers and Acquisitions Middle Market Acquisition Advisories Advisory 99

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.

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Management Asset Management Boutique Investment Manager 69

The TRADE

JULY 18, 2023

The post GAM Investments head of institutional solutions to depart for Aviva Investors appeared first on The TRADE.

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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. Mike was building an investment team and process focused on idea generation and creative structuring. It’s been busy.

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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 increase came off the back of strong activity in the bank’s investment and wealth management divisions. The bank reported net revenues of $13.5

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The TRADE

JULY 18, 2023

M&G’s global asset management arm has secured a Securities Investment Consulting Enterprise (SICE) business license in Taiwan, allowing the firm to establish a new office in Taipei as part of its Asia expansion strategy. With our expertise and track record, we are well positioned to provide investment excellence.”

Investment 52

Investment M&A Asset Management Management 52

The TRADE

SEPTEMBER 7, 2023

Legal & General Investment Management (LGIM) has expanded its footprint across Asia with the opening of its new Singapore office, the latest development in the firm’s growth strategy for the region. In addition, LGIM has expanded its distribution team following increased demand for the firm’s investment solutions.

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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

JANUARY 2, 2024

Chris Jenkins, managing director and global head of sales, professional services and support at LSEG TORA has announced his departure following almost two decades with the business. Prior to his 17 year stint at TORA, Jenkins was managing director at Caspian, now LSEG Data and Analytics.

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Sale Professional Services Investment Manager Media 69

The TRADE

NOVEMBER 16, 2023

He will report to Michael Hunstad, global equities chief investment officer and deputy chief investment officer of Northern Trust Asset Management, according to the business. His experience also includes a stint as quantitative investment strategist at ING Investment Management.

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Asset Management Equities Investment Management 59

The TRADE

JUNE 1, 2023

The near-constant stream of mergers and acquisitions across both the sell- and buy-side appears to show no signs of abating as two asset management deals have been announced in the past 24 hours. The move comes as Franklin seeks to increase its assets under management and expand on its presence in other sectors. stake in the company.

Asset Management 59

Asset Management Management Mergers and Acquisitions Investment Manager 59

Wall Street Mojo

JANUARY 17, 2024

Statement of Cash Flows Definition A Statement of Cash Flow is an accounting document that tracks the incoming and outgoing cash and cash equivalents from a business. Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position.

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The TRADE

JULY 24, 2023

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. He has been appointed senior trader at Norges Bank Investment Management, based in New York.

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Asset Management Investment Manager Management Equities 52

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.

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The TRADE

MARCH 4, 2024

Redburn Atlantic has expanded its UK and European execution business with two new heads of sales trading. Atkins joined Redburn Atlantic in 2004 as a sales trader having previously served for eight years at Morgan Grenfell and two years at Marathon Asset Management. Tony Atkins was appointed UK head of sales trading.

Asset Management 72

Asset Management Sale Trading Equities 72

Global Newswire by Notified: M&A

SEPTEMBER 11, 2024

11, 2024 (GLOBE NEWSWIRE) -- Pursuant to the Investment Management Trust Agreement between Integrated Rail and Resources Acquisition Corp. WINTER PARK, Fla.,

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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. In recent years, we have successfully developed the business model and demonstrated the potential of this company and, in particular, its employees, who work in 56 locations around the world.

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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. Previously, Williams served as an investment account manager at Northern Trust.

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