The TRADE

JULY 27, 2023

Compliance and surveillance solution, Bloomberg Vault, helps global financial services firms meet their regulatory obligations and business standards. Earlier this month , Ace Capital became the latest buy-side firm to adopt the offering for electronic communications monitoring.

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Asset Management Management Portfolio Investment Manager 52

The TRADE

DECEMBER 8, 2023

Following the height of Covid, we’ve had the memestock saga, the collapse of Archegos Capital and the war in Ukraine impacting the space in concurrent years as unprecedented events seem to have become the norm, driving market volatility in each of the post-pandemic years.

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Broker Asset Management Trading Funds 113

Accenture Capital Markets

SEPTEMBER 5, 2023

Established firms themselves tell us they are moving full steam ahead, with half of large financial services entities expressing interest now in developing their own digital platforms (compared to 33 percent just two years ago). [ii]

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Management Portfolio Management Portfolio Financial Services 52

Wall Street Mojo

FEBRUARY 9, 2024

For example, a portfolio has cash flows that match put options in the market. Replicating Portfolio Approach Explained Replicating portfolio involves the pooling of assets in a manner that allows portfolio managers to easily hedge the risks of these assets and balance the risk-return of the target asset.

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Portfolio Portfolio Management Insurance Risk Management 52

The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. 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.

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Sale Management Trading Portfolio Management 64

The TRADE

OCTOBER 18, 2024

Additionally, multi-manager hedge funds have continued to win the lion’s share of the new capital coming into the industry as they have been rewarded for their ability to mitigate risk while still delivering positive alpha to their investors. That’s why the money’s with them and they will probably attract even more capital.

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Funds Broker Bank Banking 69

Razorpay

DECEMBER 15, 2024

Whether it’s managing day-to-day banking or planning complex investments, the relationship manager provides bespoke solutions tailored to individual goals. Comprehensive Wealth Management Private banking integrates multiple financial services under one umbrella, offering a holistic approach to managing wealth.

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Banking Bank IT Management 52

Accenture Capital Markets

NOVEMBER 16, 2022

Here wealth managers are often behind their counterparts in other sectors of financial services. 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.

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IT Management Business Education 52

The TRADE

JANUARY 3, 2024

The service provider landscape for outsourced trading is made up of an eclectic mix of firms. Boutique independents and the largest financial services providers co-exist in this burgeoning space which has some elements of comradery and others of fierce rivalry. But they have gone on risk.

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Trading Asset Management M&A Broker 64

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. Home to Bloomberg’s central data services the interface offers users access to news, data, analytics, and multi-asset trading tools.

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The TRADE

FEBRUARY 17, 2025

Rokos Capital Management appointed Sabina Awan as trading solutions consultant, based in London. Prior to that, she worked as global trading business manager. In addition, Phillip Hylander was appointed managing director, execution, following two years as chief executive of OREGEN Technologies.

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Management Capital Portfolio Management Investment Manager 64