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. Prior to that, Ortega worked at Morgan Stanley as head of institutional and onshore sales.

Sale 64

Sale Asset Management M&A Investment Banking 64

The TRADE

SEPTEMBER 7, 2023

Elsewhere in his career, MacGregor was EMEA head of sales and relationship management and chief executive, FX MTF business at Refinitiv. BlueX’s launch is subject to regulatory approval from the Jersey Financial Services Commission. “The

Capital 69

Capital Trading Portfolio Management Management 69

The TRADE

MAY 30, 2023

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. This specifically relates to: trading, portfolio management, and risk management. Both will operate out of Hong Kong.

Accountant 64

Accountant Portfolio Management Management Risk Management 64

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

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. Developing new products or services.

Private Equity 105

Private Equity Equities Capital Portfolio 105

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

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 began his career in program trading sales at London-based investment bank SG Warburg.

Trading 52

Trading Asset Management Equities Management 52

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

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 Deal

AUGUST 9, 2023

Our acquisition strategy is aligned with acquiring companies with a traditional product portfolio, who have success and marquee customer relationships that we can transform with our AI platform,” SymphonyAI CEO Sanjay Dhawan told The Deal. Overall, the company has about 1,500 customers in retail, financial services and other markets.

M&A 40

M&A Private Equity Retail Financial Services 40

The TRADE

OCTOBER 18, 2024

Dominic Rieb-Smith, managing director, international head, prime services sales, JP Morgan, refers to the past year as “a standout”. This trend, and shift away from an equity-centric sector, has cemented these prime brokerage divisions as the jewel in the investment banking crown for many of the largest players in financial services.

Funds 69

Funds Broker Bank Banking 69

Razorpay

NOVEMBER 30, 2023

This credible robust infrastructure has paved the way for financial institutions, including the NBFCs, to reach areas that were earlier dismissed as “unserviceable.” They have huge underserved markets to service, and technological advancements will be pivotal to their growth and success in the coming years.

Accountant 52

Accountant Book-building Business Financial Services 52

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.

Trading 64

Trading Asset Management M&A Broker 64

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. SEG also advised Advantive’s purchase of Pepperi , a leading omnichannel B2B sales platform for wholesalers and distributors.

Investment 52

Investment Management Acquisitions Business 52

Growth Business

MARCH 1, 2024

After a period of approximately three to seven years the company would seek an exit, either in the form of a sale to another buyer or a public listing. While a trade sale was possible, we were keen to maintain and nurture the distinctive Innovate brand and positioning, which we felt still had huge potential.

Private Equity 59

Private Equity Equities Investment Business 59

Cooley M&A

DECEMBER 15, 2020

The lawsuit arose from the contemplated sale of a hotel portfolio, consisting of 15 luxury hotels located throughout the US. The portfolio was owned by Strategic Hotels & Resorts LLC, a Delaware limited liability company and indirect subsidiary of Anbang Insurance Group, a corporation organized in the People’s Republic of China.

M&A 40

M&A Business IT Negotiation 40

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.

Trading 64

Trading Management Funds Asset Management 64

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.

Trading 120

Trading Investors IT S&P 120

The TRADE

FEBRUARY 17, 2025

Further roles at Fidelity International include stints as fixed income trading business manager, senior fixed income change manager, and senior fixed income portfolio analyst. LMAX Exchange appointed Daniel Lavigne as head of buy-side sales for Canada. Clear Street also named Matthew Cyzer head of markets execution.

Management 64

Management Capital Portfolio Management Investment Manager 64

The TRADE

APRIL 14, 2025

Previously in his career, he worked as a software engineer at Accenture and before that as a sales executive for WebsEdge. The FCA does vital work to enable a fair and thriving financial services sector for the good of consumers and the economy.

Portfolio Management 59

Portfolio Management Trading Portfolio Management 59