The TRADE

SEPTEMBER 7, 2023

BlueCrest Capital Management’s new company, FX trading technology platform BlueX, has appointed Graham MacGregor as chief executive officer. Elsewhere in his career, MacGregor was EMEA head of sales and relationship management and chief executive, FX MTF business at Refinitiv. “The

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The TRADE

AUGUST 5, 2024

RBC Capital Markets appointed Mitul Patel director, central bank sales, based in London. Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income. Following this, Lambert was promoted to portfolio manager, fixed income for just over five years.

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The TRADE

JANUARY 12, 2024

Throughout his career, Halpern has held trading and portfolio management roles at a wide selection of firms. Most recently, he held portfolio management roles at Walleye Capital, Millennium and UBS O’Connor. Prior to that, he served as head of trading at Incline Global Management for nearly two years.

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The TRADE

SEPTEMBER 24, 2024

State Street Global Advisors (SSGA) has launched the first actively managed corporate and municipal target maturity bond ETFs in the US market. The suite consists of 14 actively managed target maturity ETFs with various maturity years ranging from 2026 to 2034. The suite is made up of both corporate bond and municipal bond ETFs.

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The TRADE

AUGUST 30, 2023

In 2015, the European asset manager unified its trading teams under one multi-asset trading desk as part of a strategic review, aimed at executing a greater percentage of orders sent by portfolio managers.

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The TRADE

JANUARY 15, 2024

Throughout his career, Halpern has held trading and portfolio management roles at a wide variety of firms. Most recently, he held portfolio management roles at Walleye Capital, Millennium and UBS O’Connor. This followed a two-year stint at Bank of America Securities, where he also held a trading role.

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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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The TRADE

FEBRUARY 12, 2024

Earlier in his career, Viverito spent three years as a trader at Great Point Capital. Rothschild & Co senior investment dealer, Greg Finke, has left the firm for a new opportunity at Polar Capital. Polar Capital confirmed his appointment. His new role is unconfirmed.

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The TRADE

SEPTEMBER 4, 2023

Prior to joining Union, Hock spent three years at Barclays as head of equity execution sales, four years at Tungsten Capital Management as head of portfolio trading and management, and two and a half years at Ferox Capital Management in a similar role.

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Intrepid Banker Insights

NOVEMBER 16, 2022

Intrepid Investment Bankers Intrepid Capital Advisory Update – A View From the Trenches Click here for the full report. Amidst public market volatility and economic uncertainty, private capital investment funds remain open for business, albeit with increased scrutiny and rigorous diligence on every deal. in Q2 2023.

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The TRADE

FEBRUARY 6, 2024

Order and execution management platform, Adroit Trading Technologies, has raised $15 million in its series A funding round led by specialised growth equity firm, Centana Growth Partners, with the capital set to be used to accelerate the business’ growth.

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Life on the Buy Side

APRIL 15, 2019

Six of Buffett’s friends and relatives put money into the fund while Buffett himself became the 7th partner after kicking in $100, bringing the grand total seed capital for the partnership to $105,100. At the age of 25, Buffett became the portfolio manager of his first fund.

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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.

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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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The TRADE

FEBRUARY 7, 2024

Kluth has been promoted to the role after serving as portfolio manager/analyst at the firm over the last two years. Before joining Macquarie, Kluth spent nine years at AMP Capital, serving in a variety of senior positions. Elsewhere in his tenure at AMP Capital, Kluth served as senior multi-asset dealer and as an equity dealer.

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Growth Business

SEPTEMBER 21, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Venture capital jobs are rare to come by. Venture capital job roles There are numerous job titles in VC, and they change depending on the firm. The VC space is very diverse,” Angelika Burawska, chief operating officer of SFC Capital says. “We

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The TRADE

AUGUST 8, 2024

Read more: Gravis Capital Management enhances front-office capabilities through Bloomberg AIM integration The adoption of this expanded set of Bloomberg solutions will allow BayernInvest to benefit from a fully integrated order management system offering across all key asset classes.

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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. As a result, LiquidityBook’s LBX suite has become a full-featured Portfolio, Order and Execution Management System (POEMS) with an embedded FIX network.

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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 23, 2023

First, orders from various portfolio managers are staged and aggregated before being electronically routed to InvestorAccess. The benefit we are jointly providing to portfolio managers and traders will create greater efficiencies across asset classes as capital markets become increasingly electronic.”

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The TRADE

SEPTEMBER 12, 2024

. “As demand for hedging and income generation rises, our goal is to broaden access to the derivatives markets by simplifying complex, capital-intensive strategies and making them more easily tradable in an exchange-listed, centrally cleared environment.”

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OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. Securing an internship in private equity can be challenging due to the competitive nature of the industry.

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The TRADE

AUGUST 5, 2024

He has previously served as an equity algo trade specialist at Berenberg, multi-asset trader and quantitative analyst at Edmond de Rothschild, and assistant portfolio manager at ARIA capital management. Before that also worked as an investment fund specialist at Aviva Investors and as a stockbroker at Redmayne Bentley.

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The TRADE

SEPTEMBER 6, 2023

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 portfolio management and rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

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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

JULY 15, 2024

Following the deal’s conclusion, Absalon’s portfolio managers are set to join Impax’s fixed income team and report to Impax head of fixed income, Ross Pamphilon. Last week, Impax also revealed that it had also entered into an agreement to acquire fixed income manager, SKY Harbour Capital Management’s European assets.

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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

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. He will also be involved in the ongoing management of the Titan Hybrid Capital, Core Credit, and Short Duration IG income funds.

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Mergers and Inquisitions

DECEMBER 6, 2023

The multi-manager hedge fund model is simple: Raise $10-20 billion, borrow at the fund level to take this to $50-$100 billion, and then allocate this capital to dozens of internal teams. Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%.

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The TRADE

JULY 27, 2023

The asset manager will use Bloomberg’s order and investment management solution AIM in connection with its portfolio analytics, order management and trading compliance activities. Earlier this month , Ace Capital became the latest buy-side firm to adopt the offering for electronic communications monitoring.

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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 10, 2023

FX clearing opportunities are expanding, interest rates have gone up, the market structure is evolving, and the cost of capital is rising—all tailwinds for FX clearing growth,” said Coalition Greenwich.

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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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Wall Street Mojo

JANUARY 17, 2024

It is used in the context of capital budgeting and its primary purpose is to screen potential projects and select them based on their profitability. Table of contents Cut Off Rate Meaning Cut Off Rate In Financial Management Explained Factors How To Calculate? The formula to calculate this rate is the cost of capital plus risk premium.

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Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.

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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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Francine Way

JULY 18, 2017

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. The 1st step in DDM is to derive the proper discount rate (Rate of Return).

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