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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Portfolio Management Capital Capital Market Equities 64

Growth Business

NOVEMBER 23, 2023

Two-thirds of the UK’s fintech start-ups are in in the city, and in 2020, the capital attracted 94 per cent of the country’s total fintech venture capital. It invests in early-stage companies in software, SaaS, healthcare, fintech, security and media. London is the world’s fintech epicentre, with £7.8

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Investment Funds Capital Business 111

The TRADE

JUNE 7, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management has joined Titan Investment Solutions as a junior portfolio manager and trader, according to an announcement on social media. Livingstone has previously served as head of trading – FX and ETFs at Tavistock Investments.

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Trading Portfolio Management Asset Management Investment Manager 59

The TRADE

JANUARY 8, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). He originally joined the asset manager as an investment operations analyst in 2020. Throughout his career Jenkins has also worked at SWIFT, Macgregor, and AXA Investment Managers.

Asset Management 64

Asset Management Equities Investment Manager Sale 64

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.

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Investors Financial Services Insurance Investment 94

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.

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Investment Funds Management Investors 89

The TRADE

JULY 27, 2023

Bloomberg AIM and Bloomberg Vault have been adopted by India-based NJ Asset Management to help enable its enterprise-wide digital strategy across the entire investment workflow. According to the firms, Bloomberg AIM addresses NJ Asset Management’s specific needs for tools to support rule-based investment decision-making.

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Asset Management Management Portfolio Investment Manager 52

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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Asset Management Management Sale Portfolio Management 64

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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Asset Management Investment Banking Trading Investment Manager 52

The TRADE

JUNE 19, 2023

Previously in his career, he spent several years in credit trading roles at StormHarbour Securities, UBS and Elgin Capital. He also spent several years at Goldman Sachs in a risk management and product control role. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role.

Sale 64

Sale Asset Management M&A Investment Banking 64

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. Elsewhere, Kirk is set to oversee and enhance Tourmaline’s services in support of asset managers globally as part of his new role.

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Sale Management Trading Portfolio Management 64

Razorpay

DECEMBER 15, 2024

Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds. Alternative investments, including real estate, commodities, and luxury assets. Flexible credit lines for liquidity needs.

Banking 52

Banking Bank IT Management 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. These groups have an inherent nature of complexity that require outsourced trading providers to heavily invest in human capital and technology to meet all of their requirements effectively.”

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Trading Management IT Investment Manager 59

The Deal

JULY 18, 2023

“While a select few lenders have maintained their hold size parameters, the overwhelming majority of lenders have significantly reduced their check size in response to the drop off in redemptions and repayments in their portfolios,” said Joseph Weissglass , managing director at middle market investment bank Configure Partners LLC.

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Debt Finance Finance Private Equity 52

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. Portfolio trading has been especially impactful for credit markets where liquidity can be challenging. My rational was twofold.

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Trading Portfolio Banking Bank 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. The significance of EM cannot be understated, especially as the macro backdrop continues to improve,” asserts Burke.

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Trading Investors Portfolio Investment 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?

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Trading Investment IT Management 64

Accenture Capital Markets

JANUARY 3, 2025

Leverage technology for engagement : Using in-house data, expertise, and gen AI to create personalized and timely investment content will not only boost client engagement but also increase client satisfaction and loyalty. So dont delay: the time to start building your gen AI-enabled content process of the future is now.

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Management Investors Investment IT 52

The TRADE

NOVEMBER 6, 2023

Industry Person of the Year 2023 shortlist: Seema Arora, managing director, head of execution sales, Instinet Europe Champion of The TRADE’s Rising Stars of Trading and Execution award scheme, Instinet Europe’s Seema Arora needs little introduction with an extensive financial career spanning more than 25 years.

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Trading Asset Management Equities Management 52

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.

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Trading Asset Management M&A Broker 64

Growth Business

AUGUST 3, 2023

I would always encourage a founder to come out of their comfort zone, and even pitch to investors before they’re ready,” said Adam Beveridge, investment manager at SFC Capital. These individuals can invest alone or as part of a syndicate, where a group of angel investors club together and pool their capital and experience.

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Funds Investors Investment Business 52

Cooley M&A

JANUARY 23, 2024

Strategic innovation Strategic acquirers are feeling more pressure to consummate bolt-on acquisitions in order to round out their portfolios, enter new markets and fill innovation gaps. In 2023, Tang Capital filed a total of five separate Schedule 13Ds with the SEC seeking to acquire five different companies on similar terms.

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M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. They’re newer in terms of access to capital but less developed in terms of how feasible it is to get into them. The London-based trading team at Ninety One has a very particular set of skills.

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Trading Bulge Bracket Asset Management Banking 59

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. Dan Morgan, global head of portfolio solutions at State Street, sees the outsourced trading journey as a marathon, not a sprint, but says larger managers are certainly asking questions. “If

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Trading Management Funds Asset Management 64

Peak Frameworks

JULY 20, 2023

At the heart of financial management and investing lies a crucial question: " How can we maximize returns while minimizing risk?" This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s.

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Portfolio Investors Finance Finance 40

FineMark

JULY 13, 2023

This scenario would largely impact small-to-medium-sized businesses that rely on regional bank lending for their capital needs. FIGURE 2 Source: Fact Set Figure 3, below, showcases the divergence between the S&P 500® Equal Weight Index and the standard S&P 500® Index, which is weighted based on market capitalization.

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S&P Banking Investment Bank 52

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. Before joining Fidelity International, Awan spent two years at Royal London Asset Management.

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Management Capital Portfolio Management Investment Manager 64

The TRADE

OCTOBER 28, 2024

Michael Lam joined TT International as a senior trader, following three and a half years at Jupiter Asset Management as a fixed income trader. He has previous experience across multi-asset trading and his past roles include stints as a multi asset trader at Manulife Investment Management and BNP Paribas Asset Management.

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Securities Asset Management Investment Manager Trading 64

The TRADE

APRIL 10, 2025

Amundi Technology has partnered with capital markets trading and risk solutions provider Murex to deliver OTC derivatives capabilities to investment managers. The integration of Murex’s market-leading OTC derivatives capabilities will support ALTO client expansion into the most complex portfolio strategies.

Asset Management 59

Asset Management Portfolio Investment Manager Management 59

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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Trading Risk Assessment Asset Management Management 119

The TRADE

APRIL 9, 2025

The move will see Janus Henderson manage the $45 billion investment grade public fixed income portfolio for Guardians general account, as well as more than $147 billion in fixed income assets globally. The portfolio will include investment grade corporates and securitised credit. trillion assets under management.

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