Accenture Capital Markets

JUNE 5, 2023

Multiple external forces at play… The capital markets industry is no exception. Alongside the forces impacting all sectors, capital markets firms also face a distinct set of sector-specific challenges—economic, technological, client-related and competitive—that are further amplifying the disruption. Far from it.

Capital Market 52

Capital Market Capital Business Economics 52

The TRADE

FEBRUARY 26, 2024

Ryan O’Connor left Goldman Sachs Asset Management and is set to join ETF provider Global X ETFs as chief executive on 8 April. He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business.

Asset Management 62

Asset Management Management Trading Capital Market 62

Accenture Capital Markets

JUNE 18, 2024

Generative AI (gen AI) is predicted to impact over two-thirds of all functions across the capital markets industry, suggesting that the technology has the potential to significantly transform all its segments—including asset management. The majority of asset manager have already started on this journey.

Asset Management 86

Asset Management Management Capital Market Government 86

The TRADE

FEBRUARY 21, 2024

Ryan O’Connor has left Goldman Sachs Asset Management and is set to join ETF provider Global X ETFs as chief executive on 8 April. He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business.

Asset Management 57

Asset Management Management Risk Management Business 57

The TRADE

OCTOBER 2, 2023

James Hilton was appointed multi-asset managing director in RBC’s low touch team, joining from Credit Suisse, where he had been serving as head of sales for EMEA for the bank’s advanced execution sales (AES) team. Balyasny Asset Management appointed Harrison Chesterton as associate director within its equity finance trading division.

Asset Management 62

Asset Management Management Sale Capital Market 62

The TRADE

SEPTEMBER 3, 2024

Elijah Ibrahim Diallo has joined Magellan Capital as a multi-strategy trader, based in the UAE. He most recently served as an investment manager at ADQ and before that spent two and a half years as a senior trader and portfolio manager at Azimut.

Capital 57

Capital Portfolio Management Financial Services Investment Manager 57

Accenture Capital Markets

APRIL 10, 2023

Creativity, color, and fun might not be the first words that spring to mind when you think of capital markets, but I think that’s about to change. Personality matters In recent years, capital markets have learned that digital personality matters. Winning this part of the war for talent will not be easy.

Capital Market 52

Capital Market Capital Recruitment Collaboration 52

The TRADE

SEPTEMBER 6, 2023

RBC has appointed Guy Chalkley as managing director, UK flow rates sales, according to an internal memo seen by The TRADE. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

Sale 62

Sale Management Portfolio Management Trading 62

The TRADE

MAY 1, 2024

Some 83% of asset managers plan to change product strategy in the next two years, a new survey from Northern Trust has found, emphasising the need to cater to diverse investor needs. Technology appears to be at the heart of that change, with 77% planning to leverage new tech within the same timeframe.

Asset Management 57

Asset Management Management Investors Trading 57

The TRADE

SEPTEMBER 9, 2024

Jack Boland joined Ilex Capital in a US equity trading and global equity capital markets role. Prior to joining Citadel in 2019, Boland spent five years at BlackRock as an associate and later a trader and just under a year at HBK Capital Management as a trader before that.

Portfolio Management 62

Portfolio Management Capital Capital Market Equities 62

Accenture Capital Markets

SEPTEMBER 5, 2023

i] Despite the focus of recent media attention on fintech firms, I predict 2018 will see a resurgence for wealth management incumbents who are now making headway on their own digital wealth platforms. And with 291.3 million fintech users projected by 2022, I don’t expect those headlines to slow down anytime soon. [i]

Management 52

Management Portfolio Management Portfolio Financial Services 52

The TRADE

MARCH 18, 2024

BTIG made two key appointments including promoting Troy Donohue to head of Americas portfolio trading and hiring Henri Taylor as director within electronic trading sales. He joined BTIG from RBC Capital Markets, where he most recently served as global head of equity electronic sales.

Electronics 67

Electronics Portfolio Trading Sale 67

The TRADE

OCTOBER 17, 2024

Gil Guillaumey The offering offers new methodology to conduct investment portfolio risk calculations and produce predictive analytics, based on advanced machine learning. As well as improving execution time, the offering will also reduce costs, said Nasdaq.

Financial Institution 105

Financial Institution Insurance Capital Market Trading 105

Periculum Capital

OCTOBER 27, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it advised AMW Construction Supply, LLC (“AMW” or the “Company”), a Phoenix-based distributor of construction supplies, tools, fasteners, and related products, in its sale to Gypsum Management & Supply, Inc (NYSE:GMS) (“GMS”). appeared first on Periculum Capital.

Sale 52

Sale Management IT Advisory 52

The TRADE

MARCH 19, 2024

Al-Salloom, managing directior and chief executive at Bank of America, adding: “Looking forward to our continued partnership with our valued clients and market makers as we jointly develop the Saudi capital market.” Over the past year, Saudi Exchange has seen a number of key developments within its franchise.

Trading 67

Trading Capital Market Media Portfolio 67

The TRADE

JANUARY 8, 2024

Industry stalwart Dan Hinxman joined Bloomberg as head of European credit electronic trading following almost six years as managing director at TP ICAP. RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT).

Asset Management 62

Asset Management Equities Investment Manager Sale 62

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

The TRADE

OCTOBER 4, 2023

LiquidityBook is set to acquire boutique capital markets fintech provider, Messer Financial Software, in a bid to accelerate its multi-asset capabilities. As a result, LiquidityBook’s LBX suite has become a full-featured Portfolio, Order and Execution Management System (POEMS) with an embedded FIX network.

Portfolio Management 57

Portfolio Management Architecture Portfolio Accountant 57

The TRADE

AUGUST 23, 2023

Northern Trust has promoted from within for its new head of global foreign exchange within its capital markets business. GFX covers institutional FX solutions across liquidity, trading, transaction processing, outsourcing, eFX, currency management, and custody.

Capital Market 52

Capital Market Finance Finance Capital 52

The TRADE

JUNE 23, 2023

The solution connects Bloomberg’s fixed income execution management system, TSOX and &P Global Market Intelligence’s InvestorAccess platform. Through this integration, users can benefit from an end-to-end primary markets workflow to more efficiently process orders and allocations.

S&P 57

S&P Portfolio Management Electronics Portfolio 57

The TRADE

MAY 15, 2024

BNY Mellon has today announced the integration of Global Markets Trading (GMT), which will combine the firm’s capabilities in foreign exchange, fixed income, equities and capital markets to provide full-service client provisions.

Trading 67

Trading Asset Management Capital Market Broker 67

Accenture Capital Markets

SEPTEMBER 5, 2023

The industry is rethinking how to manage the generation, storage, transformation, usage and retirement of both structured and unstructured data. A strong push to refocus on investment management. The post Top 3 Trends for the Institutional Investing & Pension Funds Space in 2018 appeared first on Accenture Capital Markets Blog.

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Investment Funds Management Investors 79

Accenture Capital Markets

OCTOBER 5, 2022

As a firm and individually, we have been actively studying the use of artificial intelligence (AI) in wealth management—and more specifically how investment advice generated through AI is sought out and applied—for the past three years in its many different applications across the industry.

Management 98

Management Investment Advice Investors Capital Market 98

The Deal

DECEMBER 19, 2023

“A profound change we have seen in the capital markets over the past few years has been the rise in interest rates, rising cost of capital, and what that’s led to is corporate boards and management teams reassessing effectively what they are the optimal owners of,” Dubner said.

Public Trading 72

Public Trading Corporation Capital Market Healthcare 72

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 29, 2024

David Kirk is set to join Millennium, following almost three and a half years at Marble Bar Asset Management where he most recently served as a trader, The TRADE understands. Kirk joins the capital management firm with experience working as a trader on both the buy- and sell-side.

Asset Management 62

Asset Management Equities Trading Sale 62

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

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. Not only could it help manage cost pressures, it could also help reduce errors, improve compliance, and simplify overall business complexity.

Investors 85

Investors Financial Services Insurance Investment 85

The TRADE

NOVEMBER 10, 2023

“The strengthening of Abu Dhabi’s dynamic capital market will serve to support the long-term sustainable growth of the UAE economy and the exchange will continue to explore partnerships that support both regional and global connectivity as well as a deeper and more liquid market.”

Collaboration 62

Collaboration Securities Financial Institution Investors 62

The TRADE

FEBRUARY 13, 2024

Nasdaq’s platform provides a live view of risk across proprietary and client trading portfolios – new functionality added at the start of Q2 last year to help traders manage extreme market conditions.

Securities 52

Securities Broker Trading Capital Market 52

The TRADE

SEPTEMBER 18, 2023

BlackRock selected a former FlexTrade order management system pre-sales specialist for a solutions engineering role on its flagship Aladdin platform. Grasso joined FlexTrade last year after three and a half years at Bloomberg, also with a buy-side OMS focus, most recently serving as an account manager for its AIM solution.

Bank 62

Bank Banking Stock Equities 62

The TRADE

JULY 3, 2023

John D’Agostini was appointed co-head of investment banking, joining Clear Street from JonesTrading, where served as managing director, investment banking for over 12 years. His fellow co-head is Nicholas Hemmerly who joined Clear Street from his role as senior managing director, head of investment banking at Bridgeway Capital Partners.

Trading 62

Trading Investment Banking Bank Banking 62

The TRADE

JULY 4, 2024

Avelacom has expanded its low latency solution portfolio through enabling access to the Brazil Stock Exchange (B3), providing clients a direct market access port to B3’s matching engine. Through RCB’s connectivity method, Avelacom has gained access to all of B3’s markets, including equities, derivatives, digital assets, and OTC.

Stock 62

Stock Trading Proprietary Trading Engineering 62

Accenture Capital Markets

SEPTEMBER 5, 2023

Wealth management clients are not shy about making their needs known. 1] It consolidated five legacy systems into one, enabling advisors to provide managed account services at the relationship level, rather than the product level. Merrill Lynch has done this with its One platform. [1]

Consulting 73

Consulting Management Capital Market IT 73

OfficeHours

JUNE 6, 2023

Private equity firms often work closely with management teams to implement operational improvements, strategic initiatives, and financial restructurings. Venture capital focuses on early-stage companies with high growth potential.

Private Equity 147

Private Equity Equities Debt Investment 147

The TRADE

APRIL 25, 2024

When it comes to desk organisation, where derivatives fit in has been a key focal point for firms in recent times, with key buy-siders unpacked their approach to managing the evolving asset class on a TradeTech panel this week. Trading has to adjust,” added Boess.

IT 57

IT Trading Equities Portfolio Management 57

The TRADE

FEBRUARY 5, 2024

Esposito joined Goldman Sachs in 1995 as a salesperson for emerging markets debt, before subsequently being named managing director in 2002 and partner in 2006. Before joining Bluefin, McGhee held an iShares capital markets role at BlackRock for three years.

Investment Banking 62

Investment Banking Finance Finance Equities 62