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.

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The TRADE

JANUARY 22, 2025

I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. I oversee the capital markets function and I assist in origination. Our public positions and investments have originated through a rigorous capital markets process. There’s been a reopening in capital markets.

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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. Nasdaq has integrated AI into its Calypso platform to enhance bank and insurance risk calculations, in a move set to process risk calculations up to 100 times faster.

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The TRADE

SEPTEMBER 3, 2024

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. In his career, Diallo has also worked as an equity trader at Avalon Capital Markets. The post Magellan Capital appoints new multi-strategy trader appeared first on The TRADE.

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OfficeHours

JUNE 6, 2023

These strategies are an integral part of the investment lifecycle and are aimed at maximizing the value of the portfolio companies. By listing the portfolio company on a public stock exchange, the private equity firm can sell its shares to the public and generate substantial returns.

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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.

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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.

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The TRADE

AUGUST 23, 2023

Northern Trust has promoted from within for its new head of global foreign exchange within its capital markets business. Fannin takes up his new role after spending the last 17 years at Northern Trust within its capital markets business in Asia Pacific and London, most recently as its global head of securities finance.

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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.” The post Saudi Exchange welcomes Merrill Lynch to growing list of market makers appeared first on The TRADE.

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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.

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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.

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The TRADE

JUNE 10, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management, joined Titan Investment Solutions as a junior portfolio manager and trader. In the role, Shanker will focus on driving new initiatives across the firm’s electronic and portfolio trading offering as well as leading key projects.

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The TRADE

OCTOBER 2, 2023

According to an update on his social media, Chesterton joined Balyasny from Capstone Investment Advisors after nearly a year and a half, most recently serving as vice president, portfolio finance and treasury trading. Axis Capital Markets appointed Lewis Jones in an institutional sales and trading role.

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Accenture Capital Markets

OCTOBER 5, 2022

AI allows for the delivery of customized portfolios and client touchpoints at exactly the right time in the client’s life, in ways that human advisors would not be able to achieve on their own. Special thanks to Kevin Yang , Senior Manager – Strategy, Banking and Capital Markets, for contributing to this blog.

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The TRADE

SEPTEMBER 6, 2023

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. The move follows the addition of Giles Gleave and Mike Heraty who were appointed as managing directors at RBC Capital Markets in July.

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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.

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The TRADE

FEBRUARY 26, 2024

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. According to Global X ETFs, in his new role, O’Connor will both lead the firm’s growth strategy as well as reinvigorate its product suite.

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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.

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Accenture Capital Markets

SEPTEMBER 5, 2023

And only a handful of processes such as reconciliations, valuation, portfolio company information gathering and financial reporting typically account for most of the RPA opportunity. The post Three Ways Institutional Investors Could Increase RPA Success appeared first on Accenture Capital Markets Blog.

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The TRADE

JUNE 23, 2023

First, orders from various portfolio managers are staged and aggregated before being electronically routed to InvestorAccess. The benefit we are jointly providing to portfolio managers and traders will create greater efficiencies across asset classes as capital markets become increasingly electronic.”

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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.

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Business Standard - FInance

JUNE 25, 2023

In the domestic equity market, the 30-share BSE Sensex rose 105.07 Foreign Portfolio Investors (FPIs) were net sellers in the capital market on Friday as they offloaded shares worth Rs 344.81 points or 0.17 per cent to 63,084.44 points and the broader Nifty gained 49.15 points to 18,714.65 points in early trade.

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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. He joined Northern Trust in 2007 and has since worked in senior roles across portfolio management, client management and sales.

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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. Interested in a conversation? Feel free to reach out to us for a discussion. [1]

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The TRADE

JANUARY 29, 2024

Before joining Bluefin, McGhee held an iShares capital markets role at BlackRock for three years. His previous roles also include stints as a portfolio/ETF execution trader at Barclays Capital; pan European sales trader at Blue Oak Capital; stockbroker at Compagnie Financial Tradition; and equity dealer at City Equities.

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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.

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The TRADE

JANUARY 2, 2024

Last November, JP Morgan became the first issuer to launch Hong Kong dollar pair FX warrants, set to be traded on the Hong Kong stock exchange, with the move set to enable investors to further diversify their portfolios, offering an alternative investment tool.

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The TRADE

NOVEMBER 10, 2023

“ADX’s collaboration with ICE Global Network, widely used by financial institutions and trading firms around the world, aligns with our strategic goal to enhance connectivity in the market and demonstrates our commitment to facilitating access for global investors in Europe, Asia and the US to one of the world’s fastest growing markets,” said Abdulla (..)

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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.

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The TRADE

FEBRUARY 21, 2024

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.

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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. The deal builds on an existing relationship between the pair, with KKPS already using Nasdaq’s Trade Surveillance technology.

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Accenture Capital Markets

SEPTEMBER 5, 2023

producing investment research, supporting security selection in private assets, driving performance attribution and portfolio construction) and talent management, including automated screening of CVs and identifying at-risk employees. Blockchain.

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Investment Funds Management Investors 82

Mergers and Inquisitions

OCTOBER 30, 2024

First, if you work in Treasury , you might have a better chance at a broader set of roles, such as corporate banking, credit analyst jobs, or even something like capital markets ( DCM ) at a bank. You do more work with the company’s capital structure, which has broader applicability to other jobs.

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Accenture Capital Markets

SEPTEMBER 5, 2023

United Capital’s FinLife platform for RIAs focuses on advice for employment and spending behavior, rather than investment portfolios. [2] 2] By separating the financial planning layer from the broader technology platform, United Capital’s FinLife platform for RIAs is able to generate incremental revenue strictly from advice.

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The TRADE

JULY 3, 2023

Gerety joined from JonesTrading, where he spent 11 years, serving most recently as managing director, equity capital markets. He also previously held senior positions at ConvergEx Group as vice president, and RBS as European head of agency portfolio trading.

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The TRADE

APRIL 25, 2024

Portfolio managers use them without fear, it’s a tool in the box which is not for everybody, but it’s getting there. Boess explained: “The reality is that markets are just getting increasingly interconnected and more and more you see the individual parts of the capital structure being done more closely.

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The TRADE

JULY 31, 2023

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. He spent 19 years at Fidelity Investments as a European portfolio manager until 2006. He was also at Merrill Lynch for eight years.

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