The TRADE

JUNE 24, 2024

UBS appointed Carlos Salcedo head of capital markets financing sales Americas, according to an internal memo seen by The TRADE. Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

The TRADE

MARCH 12, 2024

A recent SteelEye report found that just last year four banks and an insurer were fined in a bid to tackle money laundering and market misconduct. The post SteelEye expands Asia-Pacific footprint appeared first on The TRADE.

Financial Institution 64

Financial Institution Trading Capital Market Insurance 64

Cooley M&A

SEPTEMBER 30, 2021

Cooley’s London office has built robust practices, including corporate, M&A, finance, venture capital & private equity, capital markets, technology transactions, insurance, litigation, IP, product compliance & liability, white collar crime, tax, employment, competition and cyber/data/privacy.

Corporation 40

Corporation Private Equity IPO M&A 40

The Deal

FEBRUARY 6, 2024

For Janney Montgomery Scott LLC, which is projected to exceed $1 billion in revenue for the first time in 2023, its capital markets business is a key vector of growth in the next five years. In May 2018, the privately held subsidiary of Penn Mutual Life Insurance Co. FIG specialized in serving community banks.

Middle Market 52

Middle Market Investment Banking Capital Market Bank 52

The TRADE

SEPTEMBER 13, 2024

This acquisition further expands our growing distribution network by over 500 clients, including banks, insurance companies, private debt funds, mutual funds and private wealth managers,” said Anthony Di Ciollo, global head of fixed income at StoneX. It specialises in bond and convertible sales, debt capital markets and credit research.

Broker 52

Broker Finance Finance Debt Capital Markets 52

Razorpay

AUGUST 9, 2023

JM Financial: Full-service merchant bank with a focus on emerging markets, providing services such as debt and equity capital markets, M&A advisory, and restructuring. Axis Capital: Leading merchant bank with a focus on debt capital markets, providing services such as debt issuance, restructuring, and advisory.

Bank 52

Bank Banking Business Underwriting 52

The TRADE

SEPTEMBER 25, 2023

Prior to joining TD, he was president and chief executive of London Life and London Insurance Group. Sibbern is currently executive vice president and president of European Markets at Nasdaq and will also sit on the SIX executive board as part of the role.

Sale 64

Sale Trading Electronics Bank 64

Mergers and Inquisitions

FEBRUARY 2, 2022

After an initial slowdown when the pandemic first struck in early 2020, banks have generated record-high fees from M&A and capital markets deals. Benefits: Finally, you’ll get health insurance, vacation days, and potential participation in the firm’s profit-sharing or 401(k) retirement plans. These are useful in the U.S.

Investment 130

Investment Investment Banking Boutique Bank 130

Mergers and Inquisitions

JULY 17, 2024

Financials are usually in the #1 spot because banks and insurance firms constantly issue debt; other sectors trade places in the rankings. You don’t necessarily see quite the same division into M&A vs. capital markets and syndication that you do in other regions, but this varies by bank.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Accenture Capital Markets

AUGUST 23, 2022

At the same time, competition is intensifying across the industry—from traditional wealth managers, asset managers, insurers, workplace providers, independent advisors, banks and new wealth techs. The post Europe’s mass affluent market—a tough but rewarding nut to crack appeared first on Accenture Capital Markets Blog.

Management 52

Management Investment Collaboration Bank 52

Cooley M&A

JANUARY 24, 2020

In addition to the areas below, we are keeping an eye on (i) whether or not the market will consistently adopt the use of AI technology in deal processes, (ii) the increased use of rep & warranty insurance by strategic tech buyers, (iii) changes to the “dual-track” exit strategy in connection with any flex in the capital markets and (iv) the increasingly (..)

M&A 40

M&A Mergers and Acquisitions Mergers Business 40

Wall Street Mojo

JANUARY 15, 2024

read more that created cheap credit market infused liquidity, and freed up capital for lenders but ultimately collapsed because of a lack of comprehensive understanding of the systemic risk Systemic Risk Systemic risk is the probability or unquantified risk of an event that could trigger the downfall of an entire industry or an economy.

Debt 52

Debt Bank Banking Investors 52

The TRADE

DECEMBER 21, 2023

The pandemic marked a seminal moment across the capital markets, effectively drawing a line between the old world and the new. In The TRADE and Global Custodian’s inaugural Outsourced Trading survey, we discovered more about the profiles of participants that outsource by asking 16 of them about their client base.

Trading 64

Trading Management Funds Asset Management 64

Cooley M&A

JANUARY 22, 2021

Apologies in advance to our capital markets colleagues – it looks like we’re not done with you just yet!). But given the number of SPACs that went public in 2020 and have yet to announce a business combination (204 of 247), expect to see many more SPAC business combinations in 2021. A Different Prescription for Poison Pills.

M&A 40

M&A IPO Mergers and Acquisitions Business 40

The TRADE

APRIL 10, 2025

Amundi Technology has partnered with capital markets trading and risk solutions provider Murex to deliver OTC derivatives capabilities to investment managers.

Asset Management 59

Asset Management Portfolio Investment Manager Management 59

The TRADE

FEBRUARY 3, 2025

Octo Finances specialises in bond and convertible sales, debt capital markets, and credit research, serving clients including: banks, insurance companies, private debt funds, mutual funds, and private wealth managers.

Finance 59

Finance Finance Debt Capital Markets Debt 59

The TRADE

FEBRUARY 5, 2025

Delving into the how, Mark Austin, pension and insurance executive, EMEA, at Northern Trust, highlighted that these reforms should eventually allow pools of LGPS and DC assets to become more self-determined in terms of the oversight of their managers and the oversight of their assets against their liabilities.

Asset Management 59

Asset Management Boutique Collaboration Consulting 59

Focus Investment Banking

MARCH 27, 2025

We also do buy side for some larger entities and now were really making a push on capital raises and the capital markets as well. Its just like, you know, I got a brother thats in the insurance world. Well, I mean, you know, once you start having kids, you better have life insurance. Weve talked about that.

Profitability 52

Profitability Private Equity IT Mergers and Acquisitions 52

Cooley M&A

FEBRUARY 15, 2017

We also expect mature, VC-backed companies to continue searching for exit opportunities and may see more “quasi” distressed sales in the first half of the year as their impatience for an IPO market more open to smaller issuers reaches a fever pitch. Rep & Warranty (R&W) Insurance is Here. The Trump Effect.

M&A 40

M&A IPO Pharmaceutical Valuation 40