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.

Investors 94

Investors Financial Services Insurance Investment 94

PCE

JULY 12, 2024

PCE Investment Bankers, a leading financial services firm specializing in mid-market companies, is pleased to announce the sale of Florida Discount Drugs, Inc., doing business as Taylors Pharmacy (Taylors), to Revelation Pharma (“Revelation”), a portfolio company of Osceola Capital.

Sale 52

Sale Financial Services Portfolio Capital 52

The TRADE

SEPTEMBER 3, 2024

He most recently served as an investment manager at ADQ and before that spent two and a half years as a senior trader and portfolio manager at Azimut. Previous experience also includes stints at EFG Hermes and Mubasher Financial Services. In his career, Diallo has also worked as an equity trader at Avalon Capital Markets.

Capital 59

Capital Portfolio Management Financial Services Investment Manager 59

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

OfficeHours

JUNE 2, 2023

however, a majority of Blackstone portfolio companies are companies that you have likely never heard of. The firm specializes in high-growth industries, so you will see a lot of investments in spaces like financial services (specifically FinTech), technology, telecommunications, information technology, and early-stage healthcare companies.

Private Equity 147

Private Equity Equities Middle Market Funds 147

The TRADE

JULY 10, 2024

With the amount of US Treasury clearing activity processed through FICC expected to rise by $4 trillion daily following the SEC’s expanded clearing mandate which will be implemented in 2025 and 2026, DTCC’s calculator will be a key tool for firms to determine VaR and potential margin obligations for any simulated portfolio.

Portfolio 64

Portfolio Risk Management Government Financial Services 64

Global Banking & Finance

JUNE 20, 2023

Century Financial, a leading UAE-based provider of financial services, has been honoured as the “Best Multi Asset Broker, 2023” for its exceptional multi-asset trading capabilities.

Trading 52

Trading Financial Services Broker Portfolio 52

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

The TRADE

JULY 2, 2024

Read more – Artificial Intelligence in fixed income: A paradigm shift Chin has held a range of leadership roles in quantitative research, risk management and portfolio management at AB, both in New York and London, since joining the firm in 1997. As part of his new appointment, Chin will be based in New York.

Portfolio Management 80

Portfolio Management Risk Management Financial Services Collaboration 80

Global Newswire by Notified: M&A

MAY 28, 2024

entered into a share purchase agreement to acquire the remaining 50 percent of Granito, a merchant acquirer that provides financial services to more than 100,000 SMEs across Brazil. (NASDAQ: INTR | B3: INBR32), announces that Banco Inter S.A.

Financial Services 40

Financial Services Acquisitions Portfolio Shares 40

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

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

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. mortgages, insurance) software (e.g.

Investment 111

Investment Funds Capital Business 111

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 Deal

JUNE 12, 2023

As FTV Capital marks its 25th anniversary, managing partner Brad Bernstein joined The Deal’s Behind the Buyouts podcast to discuss the evolution of payments, enterprise technology, software and financial technology over the past quarter century. Other recent middle-market investments range from family office tech to A.I.

Underwriting 52

Underwriting Middle Market Financial Services Accountant 52

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. RBC has appointed Guy Chalkley as managing director, UK flow rates sales, according to an internal memo seen by The TRADE. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

Sale 64

Sale Management Portfolio Management Trading 64

The TRADE

SEPTEMBER 9, 2024

Previously in his career, he undertook several banking, capital markets, and portfolio management internships across PwC, KPMG UK, BlackRock, and Jefferies. He most recently served as an investment manager at ADQ and before that spent two and a half years as a senior trader and portfolio manager at Azimut.

Portfolio Management 64

Portfolio Management Capital Capital Market Equities 64

The TRADE

SEPTEMBER 7, 2023

BlueX’s launch is subject to regulatory approval from the Jersey Financial Services Commission. “The Among the key features the platform aims to provide are unique data driven execution for value generation; versatility in trading solutions; integrated workflow automation and access to multiple FX liquidity pools.

Capital 69

Capital Trading Portfolio Management Management 69

The TRADE

NOVEMBER 3, 2023

The report suggests that the findings highlight a real opportunity for providers if they make effective enhancements, supplementing “with highly skilled traders, placed in local markets, to deliver top-tier execution alongside seamless integration with clients’ operational systems and workflow technologies”.

Trading 115

Trading Portfolio Management Asset Management Financial Services 115

Mergers and Inquisitions

MARCH 13, 2024

Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. Growth equity firms could invest in any industry but tend to be skewed toward technology and TMT , with some exposure to consumer/retail , healthcare , and financial services. What accounts for the difference?

Private Equity 105

Private Equity Equities Capital Portfolio 105

The Deal

DECEMBER 18, 2023

.” In the realm of more traditional financial services, Schein discussed the exit of Oakbridge Insurance Agency LLC this year. Around 25% of portfolio companies have been held for six or more years today, Schein noted. As we head to 2024, expect sponsors to explore exits.

Private Equity 64

Private Equity Insurance Portfolio Business 64

The TRADE

JUNE 24, 2024

He joined Northern Trust in 2007 and has since worked in senior roles across portfolio management, client management and sales. Elsewhere in his career, Sohani held positions at YES Securities, Edelweiss Financial Services, PhillipCapital and MF Global.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

The TRADE

JUNE 26, 2024

Former head of market structure and liquidity solutions at broker dealer Kepler Cheuvreux Byron Griffin is set to join Franco-German financial services firm ODDO BHF, The TRADE can reveal. He joins as head of execution sales and microstructure. Griffin left Kepler in May after over eight years with the broker dealer.

Broker 52

Broker Trading Sale Financial Services 52

The TRADE

MAY 30, 2023

This specifically relates to: trading, portfolio management, and risk management. He has more than 15 years of experience in the financial services sector, having worked in account management for global financial software vendors. Previously firms Hoong has worked for include: Enfusion, Dealogic and Cantor Fitzgerald.

Accountant 64

Accountant Portfolio Management Management Risk Management 64

The TRADE

JULY 27, 2023

The asset manager will use Bloomberg’s order and investment management solution AIM in connection with its portfolio analytics, order management and trading compliance activities. AIM will allow NJ Asset Management to expand its investment strategy across its portfolios while also utilising real-time data for rebalancing decisions.

Asset Management 52

Asset Management Management Portfolio Investment Manager 52

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

The TRADE

JULY 1, 2024

Former head of market structure and liquidity solutions at broker dealer Kepler Cheuvreux Byron Griffin is set to join Franco-German financial services firm ODDO BHF. He joins as head of execution sales and microstructure. Griffin left Kepler in May after over eight years with the broker dealer.

Bank 64

Bank Banking Sale Trading 64

The TRADE

JUNE 4, 2024

Financial service firms are in a race to keep up with the increasing complexity, speed and scope of today’s global marketplace,” said Audrey Costabile, senior analyst at Coalition Greenwich Market Structure and Technology, and author of the report.

Risk Management 80

Risk Management Book-building Management Financial Services 80

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.

Profitability 59

Profitability Shares Investment Management 59

Razorpay

DECEMBER 15, 2024

Comprehensive Wealth Management Private banking integrates multiple financial services under one umbrella, offering a holistic approach to managing wealth. Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral.

Bank 52

Bank Banking IT Management 52

The TRADE

JUNE 19, 2023

Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. Elsewhere in his career, Williams held a pricing analyst role at Financial Times and a junior business development role at Deloitte. Previously, Williams served as an investment account manager at Northern Trust.

Sale 64

Sale Asset Management M&A Investment Banking 64

The TRADE

DECEMBER 8, 2023

This has forced prime brokers to focus more on risk management and diversification of their client portfolios with increased regulatory pressures.” The market volatility has certainly been a defining feature of the year, for both clients and providers, and gave rise to opportunities for certain strategies, while costing others dearly.

Broker 113

Broker Asset Management Trading Funds 113

The TRADE

SEPTEMBER 11, 2023

Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. RBC appointed Guy Chalkley as managing director, UK flow rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

Sale 64

Sale Management Trading Portfolio Management 64

Accenture Capital Markets

SEPTEMBER 5, 2023

Established firms themselves tell us they are moving full steam ahead, with half of large financial services entities expressing interest now in developing their own digital platforms (compared to 33 percent just two years ago). [ii]

Management 52

Management Portfolio Management Portfolio Financial Services 52

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. The winner will be decided by a live industry vote at The TRADE’s Leaders in Trading gala awards night on 8 November.

Trading 52

Trading Asset Management Equities Management 52

Sun Acquisitions

MAY 24, 2024

During the due diligence process, acquirers must scrutinize not only the target company’s existing IP portfolio but also assess its risks and opportunities. Financial Services Sector: Financial institutions face a complex web of regulations.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59

The TRADE

AUGUST 23, 2024

By leveraging generative AI and incorporating real-time liquidity information, this application has created significant efficiencies in the bond selection and portfolio construction process – something that used to be incredibly complex and take up a huge amount of traders’ time.

Trading 64

Trading Architecture IT Risk Management 64