Global Newswire by Notified: M&A

MAY 7, 2024

May 07, 2024 (GLOBE NEWSWIRE) -- Multifamily owner-operator and investment manager Pacific Urban Investors (“Pacific”) has acquired Viridian, a 420-unit apartment community in Greenwood Village, CO. The acquisition marks Pacific’s fourth investment in the Denver market with the firm’s regional portfolio now totaling 884 units.

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The TRADE

SEPTEMBER 10, 2024

FINBOURNE provides investment management solutions and a cloud-native data management platform. Across the investment lifecycle, investment and operations teams can increase revenue, reduce costs and better manage risk, the firm claims. “I

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Accenture Capital Markets

SEPTEMBER 5, 2023

In recent years, this technique has captivated large financial services players given its potential to help drive down labor costs, reduce human errors and improve the customer experience. The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing.

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The TRADE

MAY 30, 2023

TS Imagine has expanded its team in the Asia Pacific with two new appointments from investment management fintech Enfusion. Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support.

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The TRADE

SEPTEMBER 9, 2024

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. Previously in his career, he undertook several banking, capital markets, and portfolio management internships across PwC, KPMG UK, BlackRock, and Jefferies.

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The TRADE

FEBRUARY 6, 2024

Tigress is the industry’s only certified disabled and women-owned financial services firm with a network of dealers and investment managers. “We’re honoured to work with a trail-blazing firm like Tigress Financial as they offer new price discovery and trading solutions to their growing base of customers.

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The TRADE

FEBRUARY 14, 2024

DTCC said that majority of CTM investment managers using M2i to match and affirm their US trades achieve a near 100% affirmation rate by 9:00pm ET on trade date, meeting the requirements for US’s impending T+1 settlement deadline on 28 May 2024. “It We are pleased to provide these benefits to the financial services industry.”

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The TRADE

OCTOBER 19, 2023

The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.

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The TRADE

JUNE 5, 2023

Jenkins has been head of trading at Polar Capital for three and a half years, joining in 2019 after serving with Highbridge Capital Management for five years as its head of European trading. Previously in her career she spent several years at Cantor Fitzgerald and Virtu Financial in equity sales trading roles.

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The TRADE

OCTOBER 27, 2023

There’s already a huge section of the asset management community and the asset servicing community, including Northern Trust, that are established in Singapore as large parts of their global operations.” Hong Kong continues to be very active, with its authorities keen to maintain their hold on the financial services sector.

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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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The TRADE

SEPTEMBER 19, 2023

The D epository Trust & Clearing Corporation (DTCC) has revealed that 350 Investment managers are now leveraging CTM’s automated trade affirmation capabilities to accelerate the post-trade lifecycle, as firms prepare for the US move to T+1 trade settlement.

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The TRADE

JUNE 19, 2023

He also spent several years at Goldman Sachs in a risk management and product control role. Previously, Williams served as an investment account manager at Northern Trust. Elsewhere in his career, Williams held a pricing analyst role at Financial Times and a junior business development role at Deloitte.

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Sale M&A Asset Management Investment Banking 63

The TRADE

NOVEMBER 6, 2023

Shortlisted individuals are repeated contributors to discussion whether that be through panels, associations or schemes to support the next generation joining the financial services industry. He later took responsibility for the dealing desk in 2007, managing a team of three traders.

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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.

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The TRADE

JULY 3, 2023

The Securities and Exchange Commission (SEC) has allowed its no-action letter to the Securities Industry and Financial Markets Association (SIFMA), based on enforcements surrounding research services, to expire – reinforcing that it was not intended to be permanent solution. That bill is, however, not in effect.

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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.

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The TRADE

JULY 10, 2023

The reversal comes as part of efforts to boost the attractiveness of the UK’s financial services sector and becomes the latest divergence in regulation from the EU following Brexit. However, many critics argued that it has had a negative impact on the industry, including a reduction in the amount of investment research available.

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The TRADE

DECEMBER 22, 2023

Peter Welsby, head of European FICC trading, Manulife Investment Management   Regulation will continue to direct market trends in 2 024, just as it has in recent years. Automation will play a pivotal role in transforming data management, compliance, and customer service, leading to more resilient and agile financial ecosystems.

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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. It’s no longer all or nothing. It’s no longer relinquishing control.

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