Accenture Capital Markets

NOVEMBER 16, 2022

But it’s also a call to action as firms admit they have to go further in some key capability areas in the future—such as scaling the provision of advice, deepening their understanding of clients to better target key existing and new clients, and proactively educating and alerting clients to risks and opportunities around their financial goals.

IT 52

IT Management Business Education 52

The TRADE

JANUARY 3, 2024

This business model education piece is a large part of what we do, asking firms: ‘do you want independence or do you want scale?’ “There is no single outsourcer that can provide absolutely everything that anyone could ask for,” says Berney, founding partner and principal consultant. Because they largely contradict each other.

Trading 64

Trading Asset Management M&A Broker 64

Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. And one of the reasons why I can actually attribute those numbers from going up is because one education, you know it’s just the ability to educate an owner in the value of offering those lines of coverage.

Insurance 52

Insurance M&A Healthcare Medical 52

The TRADE

APRIL 11, 2025

” Liao brings 15 years of macroeconomic research, trading and portfolio management experience to the new role, and before joining Cboe, she worked as a portfolio manager at CQS Asset Management. Prior to this, she was also the founder and manager of derivatives-focused hedge fund, Watercourse Macro Found.

Portfolio Management 52

Portfolio Management Portfolio Education Media 52

The TRADE

APRIL 14, 2025

Cboe named Wei Liao as its new director of derivatives market intelligence, as part of the networks continued expansion of its global derivatives business.Liao will work out of Hong Kong, where she will focus on driving forward Cboes derivatives market and content franchise to its client base in Asia Pacific (APAC).

Portfolio Management 59

Portfolio Management Trading Portfolio Management 59

The TRADE

JANUARY 29, 2025

As a person of colour coming into asset management, I didn’t take the most conventional path. Still, my parents both educators instilled the value of integrity, curiosity, and hard work from an early age. Rowe team (such as portfolio managers), but he also sees this evolving even further in the future.

Collaboration 59

Collaboration Trading Portfolio Management Portfolio 59