Global Banking & Finance

APRIL 5, 2024

Edward, thanks for joining […]

Equities 40

Equities Private Equity Investment Manager Capital Market 40

The TRADE

JULY 24, 2023

RBC Capital Markets appointed Giles Gleave and Mike Heraty as its newest managing directors, according to an internal memo seen by The TRADE. He has been appointed senior trader at Norges Bank Investment Management, based in New York.

Asset Management 52

Asset Management Investment Manager Management Equities 52

Accenture Capital Markets

SEPTEMBER 5, 2023

The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing. 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.

Investors 85

Investors Financial Services Insurance Investment 85

Accenture Capital Markets

SEPTEMBER 5, 2023

Players are also investing in a range of solutions, like data lakes, to generate new data-driven insights that are relevant to the core business, such as using artificial intelligence (AI) to manage foreign exchange based on macroeconomic data and country sentiment intelligence. A strong push to refocus on investment management.

Investment 79

Investment Funds Management Investors 79

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.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

The TRADE

MARCH 4, 2024

Legal & General Investment Management (LGIM) promoted one of its own to the role of head of US equity and foreign exchange trading. Previously in his career he spent a year and a half at Fideuram Asset Management Ireland as a trader in equity and derivatives and spent nearly three years at ING Eurasia ZAO in money markets roles.

Asset Management 72

Asset Management Sale Trading Equities 72

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

The TRADE

OCTOBER 27, 2023

“One of the key reasons Singapore is an attractive market is it’s pretty well positioned, as it shares the same time zone as Hong Kong,” Gerard Walsh, global head of capital markets client solutions at Northern Trust, told The TRADE. This year, the industry has seen interest in Singapore grow from the buy-side too.

Trading 90

Trading Asset Management Management Investment Manager 90

The TRADE

JULY 3, 2024

A few bps matter,” said Jim Goldie, EMEA head of capital markets, ETFs and indexed strategies, Invesco. Callum McPherson However, as noted by buy-side speakers at CMX, this would leave UK traders at the mercy of the same misalignment-related issues as seen currently between the pan-European markets and the US.

Trading 59

Trading Broker Funds Investment Manager 59

The TRADE

SEPTEMBER 25, 2024

Patience young grasshopper As the adoption of AI surges across capital markets, sentiment is on the up despite some trepidation, but what should be considered before everyone dives headfirst into integration? In depth – AI?

Trading 64

Trading Investment Management IT 64

The Deal

JULY 18, 2023

For instance, Ridgemont Equity Partners ‘ January investment in food distributor Worldwide Produce was supported by six direct lenders including Ares Capital Corp. , NXT Capital LLC , Kayne Anderson Private Credit, Manulife Investment Management , PNC Erieview Capital and Yukon Partners Management LLC.

Debt 52

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

Trading 59

Trading Management Investment Manager IT 59

The TRADE

JANUARY 3, 2024

Someone in a firm who brings us in to find an outsourcer has at some point taken risk with their own intellectual capital inside of the firm,” he explains. Raymond McCabe, founder and managing partner of Outset Global, highlights how a dozen of its frontline traders are “pure buy-side” from “big desks”. But they have gone on risk.

Trading 64

Trading Asset Management M&A Broker 64

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

NOVEMBER 2, 2023

I began my buy-side journey on the ETF capital markets team, a product and market infrastructure I had no experience of, which was incredibly exciting and daunting at the same time. I spent eight years on the sell-side in various fixed income trading roles, before jumping to the buy-side, and to BlackRock, where I am today.

Trading 64

Trading Portfolio Bank Banking 64

Peak Frameworks

JULY 20, 2023

It's the investment equivalent of not putting all your eggs in one basket. Capital Market Line This line is drawn tangent to the efficient frontier and represents the risk and return trade-off for an efficient portfolio. Conclusion In the intricate world of finance, understanding and leveraging effective strategies is crucial.

Portfolio 40

Portfolio Investors Finance Finance 40

The TRADE

DECEMBER 21, 2023

The pandemic marked a seminal moment across the capital markets, effectively drawing a line between the old world and the new. In addition, the biggest risk to the business will be internalisation, and one case of this can be found in the decision reversal at Railpen.

Trading 64

Trading Management Funds Asset Management 64

The TRADE

NOVEMBER 20, 2024

The highly anticipated award for Trader of the Year – Long Only went to Chris Fiorito of River Road Asset Management. Meanwhile, the award for Trader of the Year – Hedge Fund was given to David Alfred of Conversant Capital. Rowe Price was awarded Fixed Income Trading Desk of the Year.

Trading 64

Trading Asset Management Capital Market Capital 64

The TRADE

NOVEMBER 8, 2024

After two years in his first role, Grady moved to Bankers Trust Asset Management where he spent four and a half years as an international equity dealer also based in Sydney. He then moved to London in 1997 for a senior dealer role at Legal & General Investment Management.

Trading 52

Trading Investment Manager Management Asset Management 52

The TRADE

NOVEMBER 8, 2024

In another individual award recognition, Ed Wicks of Legal & General Investment Management, was honoured with the Buy-Side Market Structure Expert of the Year award.

Trading 59

Trading M&A Investment Manager Investment 59

The TRADE

DECEMBER 12, 2024

It [bilateral trading for blocks] never really took off as a product whereas the way I look at the more recent developments in bilateral liquidity, it’s for a lower liquidity demand which does feel more sustainable, says Legal & General Investment Managements global head of trading, Ed Wicks.

Book-building 52

Book-building Trading Electronics Capital Market 52