The TRADE

JULY 27, 2023

According to the businesses, the aim is to “revolutionise India’s asset management industry and transform financial futures” through combining the scale and investment history of BlackRock, with the technology resources and local market knowledge held by JFS. Once in operation, the new business will have its own management team.

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Asset Management Financial Services Management Investment 97

Razorpay

DECEMBER 2, 2024

Alice Blue Financial Services Pvt. has come a long way since its inception, making waves in the Indian financial markets. What started as a discount brokerage service now spans a wide array of offerings—Equities, Currency, Commodities, IPOs, F&O, and Mutual Funds.

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Financial Services Investors Securities Trading 52

Cisco: M&A

JUNE 20, 2023

Today’s consumers expect connected and personalized interactions as standard, and the best finance firms can do this while retaining customer loyalty. In order to achieve positive outcomes during the … Read more on Cisco Blogs

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PE Hub

JULY 27, 2023

The post BlackRock and Jio Financial Services to form India-based asset management JV appeared first on PE Hub. JFS and BlackRock are targeting an initial investment of $150 million each in Jio BlackRock.

Asset Management 69

Asset Management Financial Services Management Investment 69

JD Supra: Mergers

MARCH 28, 2025

Join us for a new episode of Financial Services Focus, with partner Lauren Pryor, co-lead of the Financial Services Product Team, and Brad Peterson, a partner at the firms Chicago office and member of the Technology & IP Transactions practice.

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Global Banking & Finance

NOVEMBER 12, 2024

By Richard Winston, Managing Director and Global Head of Financial Services at Slalom As we approach 2025, the financial services industry is moving through a period of ongoing transformation. Five key drivers—digital transformation, climate related financial risk, interest […]

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Global Banking & Finance

OCTOBER 29, 2024

Swapnil Kognole, CFA is a seasoned leader in wealth management technology, currently serving as Director at UBS technology department. With two decades of experience spanning technology, project management, and digital transformation, he has spearheaded critical initiatives in the financial services sector.

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JD Supra: Mergers

AUGUST 8, 2024

Below is his conversation with Gary Grote, Managing Director at Bridgepoint Investment Banking, which focuses on capital raising and M&A advisory solutions. Gary focuses on deals in the healthcare, leveraged finance, financial services, and real estate industries.

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Global Banking & Finance

OCTOBER 7, 2024

In the financial services sector, where precision, security, and regulatory adherence are paramount, organizations face increasing challenges to protect themselves from fraud, manage risk, and comply with ever-evolving regulatory frameworks.

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Financial Services Management Securities Finance 52

JD Supra: Mergers

JUNE 11, 2024

Specializing in technology, financial services software, and healthcare software companies in Europe and North America, Hg manages approximately $65 billion in funds and supports a portfolio of about 50 businesses worth an aggregate enterprise value of over $140 billion.

Capital 152

Capital Private Equity Financial Services Healthcare 152

Global Banking & Finance

AUGUST 6, 2024

By Charlotte Webb, Operations and Marketing Director of Hyve Managed Hosting Financial services (FinServ) firms no longer need to be convinced of the value of the cloud for businesses.

Financial Services 52

Financial Services Economics Management Business 52

Global Banking & Finance

JUNE 1, 2023

Technology driven disruptions in the financial services industry By Maureen Doyle-Spare, General Manager-Head of ASSET and Wealth Management and Insurance. Where are we seeing the acceleration of technology driven disruptions in financial services institutions and what are the forces driving them?

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Financial Services Insurance Management 52

Global Newswire by Notified: M&A

SEPTEMBER 9, 2024

SMC Entertainment Enters Letter of Intent to Acquire Boutique Investment Manager, Bateau Asset Management.

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Boutique Asset Management Entertainment Investment Manager 65

Global Banking & Finance

DECEMBER 10, 2024

By Paul Taylor, Vice President, Product Management at Smarsh The financial services and insurance industries are among the most important to the UK economy, but the sector has faced issues when it comes to non-financial misconduct (NFM), including bullying, discrimination and harassment.

Financial Services 52

Financial Services Insurance Management IT 52

Global Newswire by Notified: M&A

JANUARY 8, 2025

SMC Entertainment Closes Acquisition of Boutique Investment Manager, Bateau Asset Management.

Boutique 56

Boutique Asset Management Entertainment Investment Manager 56

Accenture Capital Markets

SEPTEMBER 5, 2023

The financial services industry—including asset managers—has had an interesting relationship with Silicon Valley. Asset managers should not assume that these tech giants will look past this industry. Asset managers should start to prepare for what is likely to be inevitable disruption.

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Asset Management Management Funds Financial Services 96

Global Newswire by Notified: M&A

SEPTEMBER 5, 2024

Asset Management and Financial Services Leader Lou Maiuri Named Chairman and Group CEO Asset Management and Financial Services Leader Lou Maiuri Named Chairman and Group CEO

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Asset Management Financial Services Acquisitions Management 84

Global Banking & Finance

NOVEMBER 30, 2023

The Power of AI in Wealth Management with Eyeballs Financial Artificial intelligence chatbots are taking the world by storm because of their ability to provide an immediate, quality response to customers, but what if this same technology could be applied in the financial services sector?

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Management Financial Services 76

Global Banking & Finance

MARCH 21, 2024

Redefining financial services through Open Finance By Mark Horwood-James, Managing Director of Personal Finance Technology, Moneyhub Financial ecosystems are evolving rapidly, moving away from the once standard isolated and slow-paced models towards a new era characterised by fintech innovation and, more recently, Open Finance.

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Financial Services Finance Finance Bank 45

The TRADE

FEBRUARY 12, 2025

Autonomous, the financial services research business division within Bernstein, has appointed two new US bank analysts. Elsewhere, Casey Haire has been appointed managing director to cover US mid-cap banks. The post Bernsteins financial research division taps Jefferies for new US bank analysts appeared first on The TRADE.

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Bank Banking Financial Services Business 64

Cisco: M&A

JUNE 24, 2024

This year we had the opportunity to share how our customers can accelerate digital transformation, fortify tech infrastructures, and enhance observability and vulnerability management for financial institutions.

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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

The TRADE

JUNE 24, 2024

Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan.

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PE Hub

DECEMBER 12, 2023

Ncontracts is a provider of integrated compliance, risk, and vendor management solutions to the financial services industry. The post Gryphon-backed Ncontracts scoops up compliance software firm Quantivate appeared first on PE Hub.

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Financial Services Management 89

Global Banking & Finance

SEPTEMBER 3, 2024

By Varun Narayan Hegde, Principal Engineer at Amazon 4 September 2024 Introduction FinOps, short for Financial Operations, is an evolving framework aimed at enabling organizations to manage and optimize their cloud spending.

Financial Services 52

Financial Services Engineering Collaboration Finance 52

The TRADE

JULY 5, 2023

AllianceBernstein (AB) has expanded its presence in the Middle East with a new office in Dubai International Financial Centre (DIFC), becoming the latest in a string of global asset management firms to set up shop in the region. The move comes as part of AB’s strategic plan to strengthen its presence in the Middle East.

Asset Management 111

Asset Management Financial Services Financial Institution Management 111

The TRADE

JULY 27, 2023

Bloomberg AIM and Bloomberg Vault have been adopted by India-based NJ Asset Management to help enable its enterprise-wide digital strategy across the entire investment workflow. According to the firms, Bloomberg AIM addresses NJ Asset Management’s specific needs for tools to support rule-based investment decision-making.

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The TRADE

AUGUST 2, 2024

BNP Paribas has entered into a definitive agreement to acquire 100% of AXA Investment Managers – representing around €850 million in assets under management – for just over €5 billion. The deal is set to include an agreement for BNP Paribas’ long term management of a large part of AXA’s assets. The post BNP Paribas to pay €5.1

Asset Management 59

Asset Management Investment Manager Management Investment 59

Beyond M&A

DECEMBER 18, 2024

In industries such as manufacturing, logistics, and supply chain management, Agentic AI can optimize operations, reduce costs, and enhance efficiency. Financial services, too, are ripe for disruption by Agentic AI. In this case – Financial Services – one of the most regulated markets in our industry.

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Global Banking & Finance

AUGUST 8, 2024

Chintamani Bagwe, an accomplished Fintech Expert in Banking Compliance and Risk Management, currently serves as a Senior-level technology leader at Citibank.

Risk Management 52

Risk Management Management Financial Services Bank 52

The TRADE

SEPTEMBER 6, 2023

RBC has appointed Guy Chalkley as managing director, UK flow rates sales, according to an internal memo seen by The TRADE. 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.

Sale 64

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The TRADE

JUNE 15, 2023

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.

Electronics 110

Electronics Trading Financial Services Media 110

Global Banking & Finance

JULY 7, 2023

FRAML Integration Could Help Cut Compliance Costs and Modernise Risk Management The growing convergence of Fraud and Anti-Money Laundering (FRAML) operations within the UK financial services sector has the potential to save firms tens of millions of pounds of compliance costs each year.

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Risk Management Management Financial Services IT 52

Global Banking & Finance

SEPTEMBER 27, 2023

By Cenk Ipeker, General Manager, Cloud, NICE Actimize In recent years, the financial services industry has seen a paradigm shift in the cloud adoption conversation from “when it will happen” to “it’s happening right now.” However, cloud transformation is a strategic decision […]

Financial Institution 52

Financial Institution Management Financial Services IT 52

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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Investors Financial Services Insurance Investment 94

Global Banking & Finance

NOVEMBER 21, 2024

In the financial services industry, secure and efficient management of digital single authoritative copies (SAC) is essential. Here’s why a Capital Markets-focused eVault is vital for safeguarding loan documents, ensuring […]

Management 40

Management Securities Financial Services Capital Market 40

Global Banking & Finance

APRIL 16, 2024

How to Use AI to Optimize Customer Relationships Written by Venkata Mudumbai April 2024 In response to evolving customer expectations and increasing competition, it’s essential for financial services organizations to adopt a modern, customer-centric approach to service.

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