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

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

DECEMBER 8, 2023

While these regulations may reduce cybersecurity risks across the financial services industry, the costs of implementation may be significant and some of the filing requirements may distract entities when they are dealing with cybersecurity incidents,” the firm explained.

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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

The TRADE

JULY 24, 2023

He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. This is followed by 13% being accounted for by alternatives and 12% by active equity. Traders need to sit in front of a screen.

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Trading Portfolio Management Asset Management Management 52

The TRADE

OCTOBER 18, 2024

According to Coalition Greenwich, the top dozen investment banks offering prime services saw revenues rise to a record $20.4 Meanwhile, with regards to equities, revenue deriving from prime brokerage compared to trading shifted from a 30% versus 70% ratio a decade ago, to 40% to 60% in 2023. billion in 2023.

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Funds Broker Bank Banking 69

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. The list goes on.

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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

Among the new appointments is Luke Holmes, former head of equity sales, US clients at Kepler Cheuvreux, who joined the firm as managing director, sales trading. He joined from TD Cowen Execution Services where he most recently served as chief executive. Clear Street also named Matthew Cyzer head of markets execution.

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