Global Banking & Finance

NOVEMBER 12, 2024

For businesses operating in the financial services sector, it’s a continuous balancing act between keeping the lights on and innovating to meet changing customer demands and expectations. Limited budget increases mean that more of the funds needed to invest in emerging technologies must be found within existing operations.

Financial Services 52

Financial Services Funds Investment Business 52

How2Exit

NOVEMBER 25, 2024

The Roll-Up Strategy REVEALED - Watch Here About the Guest(s): Matt Duckworth is the CEO and founder of Rhapsodi, a financial services firm based in Little Rock, Arkansas. Duckworth shares his unique journey from music composition to becoming a prominent figure in financial services, focusing on the art and science of roll-ups.

Business 130

Business Mergers and Acquisitions Finance Finance 130

PE Hub

JANUARY 16, 2024

The funding will be used to back FirstSun's merger with HomeStreet, a financial services firm headquartered in Seattle. The post Castle Creek to invest $30m in financial holding company FirstSun appeared first on PE Hub.

Investment 92

Investment Financial Services Funds Mergers 92

The TRADE

SEPTEMBER 10, 2024

FINBOURNE Technology has completed a secondary funding round which follows a Series B funding round of £55 million in June this year. Thomas McHugh The secondary funding round brings the total to over £100 million, making it one of the largest series B raises in the UK.

Funds 64

Funds Financial Services Investors Investment Banking 64

Beyond M&A

DECEMBER 18, 2024

billion in investor funding over the last 12 months, spread over 156 deals, an increase of 81.4 Financial services, too, are ripe for disruption by Agentic AI. From algorithmic trading and risk management to fraud detection and customer service, the applications are vast and varied. AI agent startups secured $8.2

Investors 130

Investors Investment IT Healthcare 130

OfficeHours

JUNE 2, 2023

Blackstone: Leveraging some of the deepest pockets within the world of private equity and hedge funds, the company has been amongst the largest private equity deals within the past three decades, with a budding real estate to boot. however, a majority of Blackstone portfolio companies are companies that you have likely never heard of.

Private Equity 147

Private Equity Equities Middle Market Funds 147

Growth Business

NOVEMBER 2, 2023

per cent of venture capital funding in the first half of 2023, research has found. Many VC firms are making a concerted effort to back more women-led businesses, with funds such as Capital Pilot ’s Boost Fund 1 and the Fund Her North campaign concentrated on doing so. per cent of UK businesses.

Investment 110

Investment Funds Equities Business 110

Growth Business

NOVEMBER 23, 2023

Ascension Ventures Early-stage VC built by exited entrepreneurs ready to back the next generation of tech and impact founders Augmentum Fintech Augmentum Europe’s leading publicly listed fintech fund, investing in fast growing businesses that are disrupting the financial services sector.

Investment 111

Investment Funds Capital Business 111

Global Banking & Finance

NOVEMBER 25, 2024

By Nell Mackenzie LONDON (Reuters) – Employee perceptions of how hedge funds handle diversity and inclusion have fallen to their lowest level since before 2021, when Reboot Financial Services began its annual report, the financial services campaigning group said on Tuesday.

Funds 40

Funds Financial Services IT 40

Global Banking & Finance

JULY 29, 2024

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

Capital 52

Capital Investment Advice Asset Management Finance 52

American Banker - Investment Banking

MARCH 28, 2024

Mariya Rosberg is named Americas head of banking and financial services at Marsh McLennan's Oliver Wyman unit; startup ZayZoon raised $15 million in a new funding round; and more in the weekly banking news roundup.

Financial Services 52

Financial Services Bank Banking Funds 52

The TRADE

JULY 10, 2024

The calculator enables participants to evaluate potential margin and clearing fund obligations associated with becoming a member of DTCC’s Fixed Income Clearing Corporation (FICC) Government Securities Division (GSD). DTCC has launched a new public-facing Value at Risk (VaR) calculator to help increase transparency for market participants.

Portfolio 64

Portfolio Risk Management Financial Services Government 64

The TRADE

JUNE 6, 2023

The application incorporates real-time liquidity information from LTX Liquidity Cloud to simplify workflows and increase efficiency for users’ bond selection and portfolio construction processes, which LTX stated will benefit asset managers hedge funds and dealers.

Corporation 101

Corporation Trading Asset Management Financial Services 101

Razorpay

OCTOBER 25, 2024

Offering a broad range of services, from mutual funds to intra-day trading and derivatives, Rupeezy needed a payment partner who could handle the complexities of financial transactions. TPV is mandatory in the financial services sector to avoid fraudulent transactions and ensure the security of customer funds.

Financial Services 52

Financial Services Accountant Funds Bank 52

OfficeHours

JUNE 2, 2023

Alongside hedge funds and venture capital firms, private equity is often the most coveted role within the finance sector, and for good reason – it is a highly compensated, competitive, and luckily, a non-client-facing role that is the end goal for many aspiring finance professionals.

Private Equity 162

Private Equity Equities Investment Banking Financial Services 162

The TRADE

SEPTEMBER 17, 2024

The deal will provide clients with ETF selection tools for manager and fund selection, as well as innovative portfolio construction tools. This acquisition strengthens Kepler Cheuvreux’s position as a key player in financial services.”

Asset Management 59

Asset Management Financial Services Funds Portfolio 59

The TRADE

DECEMBER 8, 2023

Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. But unlike incidents of the past, the market mayhem of 2023 has not been confined to one event.

Broker 113

Broker Asset Management Trading Funds 113

Business Standard - FInance

MAY 29, 2023

SBI, the country's largest public sector lender, on Monday raised USD 750 million under its USD 10 billion Global Medium Note programme to fund its overseas business growth. The fund was raised at INX's Global Securities Market (GSM), GIFT International Financial Services Centre (IFSC) at Gandhinagar from global investors.

IT 52

IT Financial Services Funds Investors 52

The TRADE

SEPTEMBER 17, 2024

This acquisition strengthens Kepler Cheuvreux’s position as a key player in financial services.” The post Kepler Cheuvreux picks up majority stake in ETF platform Trackinsight appeared first on The TRADE. The move “reaffirms [Kepler’s] commitment to becoming the undisputed leader in the ETF sector,” said the firm.

Asset Management 59

Asset Management Financial Services Funds Portfolio 59

The TRADE

JANUARY 16, 2024

Specialist financial services investor, Atlas Merchant Capital, is backing the merger, providing enough liquidity to support Panmure Liberum’s long-term strategic ambitions. The new combined entity will have offices in Cambridge, Guernsey, Leeds, London, and New York.

Investment Banking 111

Investment Banking Mergers Bank Banking 111

The Deal

FEBRUARY 6, 2024

For GTCR LLC, among the major areas of investment in 2023 has been financial services. based Foundation Source Philanthropic Services Inc., Fresh capital from GTCR will be used to fund deals as well as organic growth for Foundation. The firm has inked deals small and large in the space, including its $17.5

Financial Services 52

Financial Services Investment Management Advisory 52

Accenture Capital Markets

SEPTEMBER 5, 2023

The financial services industry—including asset managers—has had an interesting relationship with Silicon Valley. This is just what Alibaba, an Amazon-like tech firm in China, did when it entered the mutual fund business in that market. A day later, stock prices across the health sector fell.

Asset Management 96

Asset Management Management Funds Financial Services 96

The TRADE

JANUARY 3, 2024

Establish an EU equity fund, revitalise our securitisation markets, boost our primary markets and IPO ecosystem, address fragmentation, tackle incentivisation elements like taxation – and ensure that citizens truly endorse our markets by guaranteeing a better participation.

Trading 111

Trading Capital Market Capital Economics 111

The TRADE

MAY 14, 2024

Other financial market players involved in the multi-year project include global policymakers such as the UK’s Financial Conduct Authority (FCA), Switzerland’s Financial Market Supervisory Authority (FINMA), and Japan’s Financial Services Agency (FSA), as well as other financial services industry representatives.

Bank 59

Bank Banking Financial Market Collaboration 59

Mergers and Inquisitions

AUGUST 16, 2023

As with PE in many other emerging/frontier markets, it’s more like growth equity than traditional roles at middle-market PE firms and mega-funds in the U.S. But you’ll also see manufacturing, cleantech, consumer, energy, real estate, and financial services deals. is better for domestic funds.

Private Equity 94

Private Equity Equities Recruitment Funds 94

The TRADE

SEPTEMBER 6, 2023

Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Elsewhere in his career, Chalkley served as a European government bond, inflation and absolute return fund manager at BlackRock. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

Sale 64

Sale Management Portfolio Management Trading 64

Accenture Capital Markets

JANUARY 22, 2024

The underlying question from a financial services perspective is therefore how to prove that sustainability-related investments are delivering against their “green” promise in a clear and reliable way? But whatever commitments were made by governments and corporations alike (e.g.,

Investment 103

Investment Investors Finance Finance 103

The TRADE

OCTOBER 16, 2023

It said that performance had been good in the second half following a massive write-down in the first-half at its litigation funding business Novitas. Winterflood isn’t the only financial services firm cutting headcount in equities in London. Winterflood was formed in 1988 and was acquired by Close Brothers in 1993.

Profitability 64

Profitability Financial Services Trading Equities 64

Mergers and Inquisitions

MARCH 13, 2024

Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies.

Private Equity 105

Private Equity Equities Capital Portfolio 105

The TRADE

NOVEMBER 3, 2023

More than 200 asset managers, hedge funds and other users of outsourced trading providers voiced their opinions in this first-of-its-kind piece of research. The post Around two-thirds of buy-siders believe outsourced desks could enhance trade performance in cross-border trading appeared first on The TRADE.

Trading 115

Trading Portfolio Management Asset Management Financial Services 115

Razorpay

AUGUST 9, 2023

Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses. What is a Merchant Bank?

Bank 52

Bank Banking Business Underwriting 52

The TRADE

OCTOBER 18, 2024

The ‘one thing after another’ era was a thorn in the side for a segment that is particularly sensitive to market forces impacting its clients’ appetites for lending and other prime services. From our cap intro team, we’re certainly seeing from the allocator community renewed interest in hedge funds.” billion in 2023.

Funds 69

Funds Broker Bank Banking 69

The TRADE

JANUARY 24, 2024

“Securing FCA approval supports this need and marks another step in Elwood’s mission to provide an end-to-end digital asset platform in a regulated and transparent manner from the UK, one of the world’s leading financial services jurisdictions.”

Financial Services 64

Financial Services Finance Finance Capital 64

Razorpay

JULY 29, 2023

Credit Cards allow users to borrow funds up to a pre-approved amount and in addition to this, you can avail of a range of offers. Electronic Data Interchange (EDI) Electronic Data Interchange is a digital mode of fund transfer across businesses. In this way, it helps reduce transaction costs across a supply chain.

Bank 52

Bank Banking Electronics Accountant 52

The TRADE

JUNE 24, 2024

as a fund manager for the passive and quantitative investment management department. Elsewhere in his career, Sohani held positions at YES Securities, Edelweiss Financial Services, PhillipCapital and MF Global. Before joining Northern Trust Asset Management, Komoro spent six years at Mizuho Trust & Banking Co.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

The TRADE

MAY 30, 2023

Cheung was previously a strategic account manager at Enfusion, focused on APAC-based hedge funds, family offices and asset management firms. He has more than 15 years of experience in the financial services sector, having worked in account management for global financial software vendors.

Accountant 64

Accountant Portfolio Management Management Risk Management 64

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. For example, imagine you’re at a hedge fund that invests heavily in certain industries, and one day the stocks in those industries plummet and continue to suffer.

Finance 130

Finance Finance Economics Private Equity 130