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Jefferies’ managing director and head of US equity distribution in Europe, Guy Trust, has left the bank after nearly a decade to join Daiwa CapitalMarkets Europe, The TRADE can reveal. He began his career as a junior portfoliomanager at RSA covering US equities.
RBC CapitalMarkets appointed Mitul Patel director, central bank sales, based in London. Initially during her tenure at BNY Mellon, she served as an assistant portfoliomanager, fixed income. Following this, Lambert was promoted to portfoliomanager, fixed income for just over five years.
A Citadel equity trader and senior associate has left the firm to join Ilex Capital, The TRADE can reveal. According to an update on his social media, Jack Boland has joined Ilex Capital in a US equity trading and global equity capitalmarkets role.
He most recently served as an investment manager at ADQ and before that spent two and a half years as a senior trader and portfoliomanager at Azimut. In his career, Diallo has also worked as an equity trader at Avalon CapitalMarkets.
Jack Boland joined Ilex Capital in a US equity trading and global equity capitalmarkets 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 CapitalManagement as a trader before that.
First, orders from various portfoliomanagers are staged and aggregated before being electronically routed to InvestorAccess. The benefit we are jointly providing to portfoliomanagers and traders will create greater efficiencies across asset classes as capitalmarkets become increasingly electronic.”
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 portfoliomanagement and rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets.
LiquidityBook is set to acquire boutique capitalmarkets fintech provider, Messer Financial Software, in a bid to accelerate its multi-asset capabilities.
PortfolioManagement Merchant banking companies provide portfoliomanagement 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.
UBS appointed Carlos Salcedo head of capitalmarkets 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.
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 CapitalMarkets Europe.
Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management, joined Titan Investment Solutions as a junior portfoliomanager 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.
Generative AI (gen AI) is predicted to impact over two-thirds of all functions across the capitalmarkets 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]
Smith brings more than 30 years’ experience in the capitalmarkets sector to the role, having worked in various exchanges and regulators, alongside helping develop market and industry standards. He joins from ED&F Man CapitalMarkets, a company he founded.
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 CapitalMarkets in a fixed income role and 10 and a half years at UBS Investment Bank as an executive vice president.
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 CapitalMarkets Blog.
Portfoliomanagers 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.
Outsourced trading, though undoubtedly a contentious topic, is something that has been around in capitalmarkets 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
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 CapitalMarkets Blog. The post Is your technology future-ready?
With the advent of an ever-more technologically innovative and globally connected capitalmarkets sphere, fixed income emerging markets (EM) have demonstrably become an increasingly appealing area of interest for investors.
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 portfoliomanager and end investor.
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, capitalmarkets and ultimately quant). Then you’ve got the quants who have started to look at fixed income products.
Over the past 12 months, Tourmaline has also tapped rival BTIG and hired from Vantage CapitalMarkets 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.”
Efficient Frontier This is a graphical representation of the optimal portfolios that offer the highest expected return for a defined level of risk. CapitalMarket Line This line is drawn tangent to the efficient frontier and represents the risk and return trade-off for an efficient portfolio.
These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfoliomanagement. 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 capitalmarkets.
Magnus Haglind, head of products for marketplace technology, Nasdaq The first wave of gen-AI use cases across capitalmarkets 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.
However, in todays competitive and cost-sensitive capitalmarkets efficiency is paramount, and automation typically returns quickly as markets stabilise. For trading and portfoliomanagement, AI will be deployed, providing real-time analysis and algorithmic enhancements as part of the decision-making process.
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 capitalmarkets emergence from a decade-long low interest rate environment has been slower.
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