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. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan. as a fund manager for the passive and quantitative investment management department.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

The TRADE

JANUARY 8, 2024

Jefferies’ managing director and head of US equity distribution in Europe, Guy Trust, left the bank after nearly a decade to join Daiwa Capital Markets Europe. Previously in his career, he spent two years at Praeda Capital and a year at London Capital Group, both in trading roles focused on arbitrage strategies.

Asset Management 64

Asset Management Equities Sale Investment Manager 64

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Bank 52

Bank Banking Business Underwriting 52

Accenture Capital Markets

NOVEMBER 16, 2022

And they increasingly see technology not just as an agent of change, but also as a key enabler across everything wealth managers do. Over 70% of respondents expect Advanced Customer Relationship Management (CRM), Advanced Onboarding/KYC/AML and cloud solutions to reshape the industry. One is shorter innovation cycles.

IT 52

IT Management Business Education 52

The TRADE

AUGUST 21, 2023

Smith brings more than 30 years’ experience in the capital markets sector to the role, having worked in various exchanges and regulators, alongside helping develop market and industry standards. He joins from ED&F Man Capital Markets, a company he founded.

Trading 52

Trading Electronics Sale Equities 52

The TRADE

JULY 31, 2023

During his time with the asset manager, Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong. 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.

Asset Management 52

Asset Management Investment Banking Trading Investment Manager 52

Accenture Capital Markets

SEPTEMBER 5, 2023

ii] While it is sometimes hard to discern the changes taking place in the platforms of the market leaders, from my experience, I see that many set their focus and investment on modernizing their technology to provide a new type of client experience and value proposition. million fintech users will be upon us before we know it.

Management 52

Management Portfolio Management Portfolio Financial Services 52

The TRADE

AUGUST 7, 2024

Outsourced trading, though undoubtedly a contentious topic, is something that has been around in capital markets for decades in some form or another. The next step for key industry players is now more important than ever as the gap between market leaders and ‘the rest’ seemingly widens.

Trading 59

Trading Management IT Investment Manager 59

The TRADE

OCTOBER 16, 2024

With the advent of an ever-more technologically innovative and globally connected capital markets sphere, fixed income emerging markets (EM) have demonstrably become an increasingly appealing area of interest for investors.

Trading 59

Trading Investors Portfolio Investment 59

The TRADE

OCTOBER 18, 2024

After a few turbulent years stemming from market volatility, rising interest rates, geopolitical turmoil, inflation, soaring energy prices, client performance, fee pressures, a mini banking crisis, looming regulation, constant tweaking of risk models, rising client complexities and the notorious Archegos saga… well, things are looking up.

Funds 69

Funds Broker Banking Bank 69

The TRADE

JANUARY 3, 2024

The narrative of the service being used solely by smaller hedge funds has been replaced by suggestions that outsourced trading is gathering pace among larger fund managers. Trading is in their DNA and their executives are often straight-to-the-point in their communication. But they have gone on risk.

Trading 64

Trading Asset Management M&A Broker 64

The TRADE

MAY 23, 2024

It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor. They’re built for slightly different purposes.”

Trading 52

Trading Investors Broker IT 52

The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. They also use them to access the market, connecting directly to counterparties to access liquidity.

Trading 120

Trading Investors IT S&P 120

Peak Frameworks

JULY 20, 2023

MPT is a theory of finance that attempts to maximize portfolio expected return for a given amount of portfolio risk , or equivalently minimize risk for a given level of expected return, by carefully choosing the proportions of various assets. Criticisms and Limitations of Modern Portfolio Theory MPT is not without its critics.

Portfolio 40

Portfolio Investors Finance Finance 40

The TRADE

DECEMBER 24, 2024

Magnus Haglind, head of products for marketplace technology, Nasdaq The first wave of gen-AI use cases across capital markets technology has sparked widespread energy and excitement about its future potential. This growth is projected to continue into 2025, fuelled by a steady increase of credit e-trading.

Trading 119

Trading Risk Assessment Asset Management Management 119

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. The two firms have worked together since 2007, and Amundi manages its OTC derivatives portfolios front-to-back through leveraging MX.3.

Asset Management 59

Asset Management Portfolio Investment Manager Management 59

The TRADE

APRIL 23, 2025

TD Securities has named Greg Levett, Neil McKay and David Abraham as the new managing directors of its event driven sales and trading team, with all three new hires transferring from BTIG.

Securities 40

Securities Trading Equities Sale 40

The TRADE

DECEMBER 27, 2024

Paul Humphries, chief executive, BMLL he sophistication of market participants across the board is increasing and as a result, the data arms race will continue. It is abundantly clear that data quality is non-negotiable in understanding liquidity dynamics and market microstructure.

Trading 72

Trading Capital Market Capital Proprietary Trading 72

The TRADE

JANUARY 2, 2025

While the regulatory landscape has been challenging incountries like China,South Korea and India, we are seeing tremendous wealth creation in markets such as India and Southeast Asia. Elsewhere in Asia, the capital markets emergence from a decade-long low interest rate environment has been slower.

Trading 59

Trading Capital Market Capital Asset Management 59