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.

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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

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.

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The TRADE

JANUARY 8, 2024

Throughout his career Jenkins has also worked at SWIFT, Macgregor, and AXA Investment Managers. 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.

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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. The post People Moves Monday: UBS, Titan Asset Management, IEX Group and more… appeared first on The TRADE. He began his trading career at UBS in Hong Kong.

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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

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

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.

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Accenture Capital Markets

SEPTEMBER 5, 2023

i] [link] [ii] Aite Group survey of 369 financial advisors, Q2 2017 and 403 financial advisors, Q3 2015 [iii] Ibid The post Why Large Wealth Management Firms Can’t Be Ruled Out in the Digital Space appeared first on Accenture Capital Markets Blog.

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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

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. Examples just from just the last six months include UK-based investment management firm Waverton – which has £9.1

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Accenture Capital Markets

NOVEMBER 16, 2022

Furthermore, it also provides opportunities to e.g., leverage green cloud to reduce carbon footprint and energy consumption—which might in turn be contributing to clients’ perception of a wealth manager as a responsible business. appeared first on Accenture Capital Markets Blog. The post Is your technology future-ready?

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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.

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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.

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The TRADE

OCTOBER 18, 2024

On the topic, Rieb-Smith adds: “We’re in an environment where you’ve seen the macro community morph into multi-strats (because they’ve gone into equity strategies whether that be volume, capital markets and ultimately quant). Then you’ve got the quants who have started to look at fixed income products.

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The TRADE

JANUARY 3, 2024

Over the past 12 months, Tourmaline has also tapped rival BTIG and hired from Vantage Capital Markets and Liquidnet. He adds: “There’s just unique, subtle differences that make our business completely different to the sell-side and how it works in terms of not shopping flow, not crossing flow, not acting like a broker.”

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Peak Frameworks

JULY 20, 2023

Efficient Frontier This is a graphical representation of the optimal portfolios that offer the highest expected return for a defined level of risk. Capital Market Line This line is drawn tangent to the efficient frontier and represents the risk and return trade-off for an efficient portfolio.

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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. While perhaps not one of the most exciting aspects of the trade lifecycle, settlement is a central process that acts as a pillar for the capital markets.

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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.

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The TRADE

DECEMBER 27, 2024

However, in todays competitive and cost-sensitive capital markets efficiency is paramount, and automation typically returns quickly as markets stabilise. For trading and portfolio management, AI will be deployed, providing real-time analysis and algorithmic enhancements as part of the decision-making process.

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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.

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