The TRADE

JANUARY 3, 2024

Michael Robertson, head of UK consulting, Delta Capita  In 2024, the global capital markets landscape looks set for further transformational change. Regulation must establish a framework that encourages innovation while protecting consumers and maintaining financial stability.

Trading 111

Trading Capital Market Capital Economics 111

M&A Leadership Council

SEPTEMBER 16, 2024

He has both operated and consulted in roles across the leadership spectrum in a variety of industries including business services, healthcare, retail, financial services, and others.

Mergers and Acquisitions 52

Mergers and Acquisitions Profitability M&A Financial Services 52

The TRADE

OCTOBER 11, 2023

Philip Coleman, chief technology officer at Delta Capita, said: “Today’s launch of MACH is a clear demonstration of Delta Capita’s commitment to reinventing the financial services value chain, and being at the heart of what is an incredibly exciting next chapter for capital markets and technology innovation.

Capital Market 59

Capital Market Financial Services Capital Consulting 59

The TRADE

NOVEMBER 24, 2023

Replacing retained EU law will enable firms to benefit from a streamlined and accessible legislative framework for financial services, where rules adapt over time in response to changing practices in an agile manner,” said HM Treasury in its findings. of issued share capital.

Shares 72

Shares Consulting Financial Institution IT 72

OfficeHours

FEBRUARY 26, 2024

If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. The most common of these in business are consulting-related or perhaps simple functions in finance like quick calculations or formatting/Excel analysis.

Finance 130

Finance Finance Economics Private Equity 130

The TRADE

NOVEMBER 20, 2023

Australian securities exchange ASX is set to replace its cash equities clearing and settlement platform with Tata Consultancy Services’ (TCS) platform, a proactive step in overhauling the post-trade offering after its six-year long blockchain ambitions came to an end in 2022.

IT 59

IT Trading Financial Services Consulting 59

Viking Mergers & Acquisitions

MAY 9, 2023

He has navigated various challenges and changes in his career and emerged as a successful leader in the financial services and M&A industry. His friend’s father was a successful financial advisor and a great encouragement to Reed. This connection inspired him to pursue a career in financial services.

M&A 52

M&A Financial Services Business Broker 52

The TRADE

AUGUST 15, 2023

Smith built a futures clearing merchant from scratch to become the financial services subsidiary of ED&F Man group. In his new role, Smith will report to Chris Pento, co-founder and chief executive of Clear Street, overseeing the development and execution of the firm’s futures clearing services.

Business 52

Business Capital Market Capital Financial Services 52

The TRADE

MAY 29, 2024

“It’s difficult to find a major exchange that hasn’t had a formal partnership or a significant investment from one of the major cloud service providers in the last couple of years,” says Matt Barrett founder and chief executive of Adaptive Financial Consulting.

Capital Market 72

Capital Market Financial Services Capital Trading 72

The TRADE

JULY 11, 2023

Speaking in an announcement, the FCA has confirmed its intention to reach out to the market immediately, “which will inform the content of any consultation proposals”. More money for savers. More funding for our high-growth companies [and] more investment to grow our economy.”

Government 40

Government Consulting Financial Services Investment 40

OfficeHours

MARCH 6, 2024

Written by a Top OfficeHours Female Coach If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. The most common of these in business are consulting-related or perhaps simple functions in finance like quick calculations or formatting/Excel analysis.

Finance 130

Finance Finance Economics Private Equity 130

The TRADE

NOVEMBER 6, 2023

He also worked on the client coverage team of Credit Suisse’s agency electronic trading platform, Europe, focused on bespoke execution consulting and strategies. Stevens joined Aquis in 2021 and had previously held various senior roles across financial services and technology.

Sale 64

Sale Equities Trading Electronics 64

Razorpay

AUGUST 14, 2024

Organized by Razorpay, a leading payments and financial services platform, this summit will be held on 5th September 2024 at Le Meridien, Gurgaon. Business Consultants and Advisors Consultants and advisors looking to provide enhanced value to their clients will gain deep insights into industry best practices and emerging strategies.

Retail 52

Retail Business Funds Shares 52

Mergers and Inquisitions

MARCH 13, 2024

From a career perspective , growth equity appealed to many bankers and consultants who didn’t want to be “pigeonholed” in venture capital (limited exit opportunities) or suffer through “banking hours” once again in private equity. Many hedge funds also joined the party. Also, you can get in more easily from a middle-market or boutique bank.

Private Equity 105

Private Equity Equities Capital Portfolio 105

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. Because they largely contradict each other.

Trading 64

Trading Asset Management M&A Broker 64

M&A Leadership Council

FEBRUARY 13, 2024

We’ve studied, consulted, and written extensively about the importance of conducting a thorough ISF. Let’s illustrate this process at work with a recent acquisition by a global financial services organization. The target company was a strategic acquisition in a new product/service area outside the buyer’s core expertise.

M&A 59

M&A Mergers and Acquisitions Accountant Media 59

Razorpay

DECEMBER 15, 2024

The services offered by a private banker include customized wealth management plan that may include investment strategies, asset allocation, and other financial solutions. The process typically begins with an in-depth consultation to understand the client’s financial goals, risk appetite, and specific needs.

Bank 52

Bank Banking IT Management 52

Cooley M&A

DECEMBER 14, 2020

On November 24th, Burson Cohn & Wolfe (BCW) brought together experts from across financial services to discuss current activity and prospects for special purpose acquisition companies (“SPAC”).

IPO 52

IPO Mergers and Acquisitions Investors Private Equity 52

The TRADE

OCTOBER 18, 2024

“If you look at what those firms need in terms of prime-related services, well, cash PB and synthetics are just the basics. This trend, and shift away from an equity-centric sector, has cemented these prime brokerage divisions as the jewel in the investment banking crown for many of the largest players in financial services. “A

Funds 69

Funds Broker Banking Bank 69

M&A Leadership Council

JUNE 12, 2023

She has more than 16 years of C-level experience as a security and privacy consultant, strategist and systems implementer for large institutions in the financial services, insurance, health care and pharmaceuticals sectors. Mark brings a wealth of hands-on expertise for a range of M&A scenarios.

IT 52

IT M&A Insurance Securities 52

M&A Leadership Council

SEPTEMBER 9, 2021

She has more than 16 years of C-level experience as a security and privacy consultant, strategist and systems implementer for large institutions in the financial services, insurance, health care and pharmaceuticals sectors. Mr. Dickelman brings a wealth of hands-on expertise for a range of M&A scenarios.

IT 52

IT M&A Insurance Securities 52

Software Equity Group

AUGUST 20, 2024

Accenture Accenture is one of the largest consulting firms in the world, with 750,000 employees and operations in 49 countries and over 200 cities. The software provides features for financial management, budgeting, resource management, risk management, stream management, program management, forecasting, IT planning, reporting, and analytics.

Investment 52

Investment Management Acquisitions Business 52

M&A Leadership Council

JUNE 8, 2023

We’ve studied, consulted, and written extensively about the importance of conducting a thorough ISF. Let’s illustrate this process at work with a recent acquisition by a global financial services organization. The target company was a strategic acquisition in a new product/service area outside the buyer’s core expertise.

M&A 59

M&A Accountant Media IT 59

M&A Leadership Council

JANUARY 3, 2022

We’ve studied, consulted, and written extensively about the importance of conducting a thorough ISF. Let’s illustrate this process at work with a recent acquisition by a global financial services organization. The target company was a strategic acquisition in a new product/service area outside the buyer’s core expertise.

M&A 52

M&A Accountant Media IT 52

Mergers and Inquisitions

JULY 17, 2024

Among the domestic banks, most people view Avendus, Kotak, JM Financial, ICICI, and Axis as “the best” in terms of deals, work, and compensation. Mumbai is the financial capital, but some firms also operate in cities such as Bangalore, Kolkata (Calcutta), and Delhi NCR.

Investment Banking 59

Investment Banking Bank Banking Investment 59

How2Exit

AUGUST 2, 2023

They eventually started their own company and later transitioned into consulting. rn The speaker also mentions BlackRock, a financial services company that has one of the oldest and most powerful AIs in the world. Their success in sales is evident from their accomplishments, being in the top 1-2% of sales professionals.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

Razorpay

JULY 11, 2023

They offer financial services and assistance for startup founders and entrepreneurs. Mobile Banking Multi-location Funds Transfer Tax & Statutory Payments Utility Payments Receivables & Payables Solutions Startup Current Account (Digistart) This is a specialised offering by ICICI for startups.

Accountant 40

Accountant Bank Banking Business 40

TechCrunch: M&A

APRIL 7, 2025

IBM on Monday said it has acquired Hakkoda, a data and AI consultancy based in New York.

Consulting 175

Consulting IT Financial Services Investment 175

The TRADE

DECEMBER 21, 2023

One of the greatest revelations across the financial services sector (and beyond) was that mantra of ‘we don’t have to do things the way we used to’ as office hours turned to hybrid work-from-home setups and video conferencing and instant messaging became the norm.

Trading 64

Trading Management Funds Asset Management 64

Growth Business

AUGUST 23, 2023

We offer an array of products and services for big and small businesses operating across various industries including retail, manufacturing, financial services and more.” 1 – Ease of use When it comes to choosing expenses software, ease of use should be a major factor in the decision-making process.

Business 97

Business Accountant Management Corporation 97

The TRADE

MARCH 14, 2025

Rouband also serves as a member of the Secondary Markets Standing Committee (SMSC) consultative working group at the European Securities and Markets Authority (ESMA). Elsewhere in his career, Jaafar has served as a financial services management consultant at both Stanwell Consulting and Equinox Consulting.

Advisory 64

Advisory Consulting Financial Services Equities 64

Beyond M&A

FEBRUARY 14, 2025

Areas of Accountancy M&A Activity There’s a lot of value in tech due diligence within services firms and accountancy offers a broad level of firms to invest or buy, These are some areas we’ve worked in in the past: Accountancy Practices Traditional accounting firms providing financial services to businesses and individuals.

Accountant 130

Accountant M&A Management IT 130

The TRADE

FEBRUARY 17, 2025

Rokos Capital Management appointed Sabina Awan as trading solutions consultant, based in London. Autonomous, the financial services research business division within Bernstein, appointed two new US bank analysts. Awan previously spent 17 years at Fidelity International, serving in a range of senior positions.

Management 64

Management Capital Portfolio Management Investment Manager 64