Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

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PE Hub

AUGUST 29, 2023

DreamBox Learning's current investors Elliott Investment Management L.P. and TPG's The Rise Fund will retain minority stakes in the company. The post Clearlake-backed Discovery Education to acquire edtech firm DreamBox Learning appeared first on PE Hub.

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Education Investment Manager Funds Investors 61

The TRADE

JUNE 13, 2023

New investor BNP Paribas, alongside existing shareholders Bank of America, Barclays, Citi, Goldman Sachs, JP Morgan, and Wells Fargo, have closed a $25.4 million funding round aimed at expediating the development of FIA Tech’s Trade Data Network (TDN) initiative. million funding round in FIA Tech appeared first on The TRADE.

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The TRADE

JULY 18, 2023

The post GAM Investments head of institutional solutions to depart for Aviva Investors appeared first on The TRADE.

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Deal Law Wire

MAY 28, 2021

Investor advice platforms, at both the retail and institutional level, have evolved in recent years – from the use of classic literature to expanded services offered by brick-and-mortar firms. Robo-advising has become an appealing option for investors because of its low-cost components and minimal barriers to access.

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Growth Business

AUGUST 3, 2023

It sounds like you’re ready to raise pre-seed funding. The thing to note here is that you don’t have to raise pre-seed funding, but it is beneficial. Pre-seed funding is there to build the foundations of your business before you move on to your subsequent funding rounds. Who do I get pre-seed funding from?

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The TRADE

JUNE 19, 2023

The Securities and Exchange Commission (SEC) has charged Pacific Investment Management Company (PIMCO) $9 million for disclosure, policies and procedures violations involving two funds the firm advises on.

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PCE

NOVEMBER 15, 2023

These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders. But why are they so important, and what do they really mean for your investment decisions and risk management strategies?

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The TRADE

JUNE 29, 2023

Specialist multi-asset manager Candriam and its parent company New York Life Investments have expanded their partnership to grow their remit in the US offshore market. Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries.

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The TRADE

JULY 24, 2023

RBC BlueBay Asset Management’s investment-grade credit trader, Christopher Lemmo, has left the firm to join Norges Bank Investment Management after almost 13 years at the fixed income focused asset manager. He has been appointed senior trader at Norges Bank Investment Management, based in New York.

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Asset Management Investment Manager Management Equities 52

Global Newswire by Notified: M&A

JULY 30, 2024

Following completion of the transaction, BCI will remain a significant and strategic limited partner in certain key Hayfin fund strategies.

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The TRADE

DECEMBER 12, 2023

The partnership will extend past standard digital asset broker connectivity, enabling mutual clients to manage digital assets holistically within SimCorp’s front-to-back investment management platform. Alloy’s clients consist of a range of firms including family offices, hedge funds and listed asset managers.

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The TRADE

DECEMBER 19, 2023

Daniel Chambers, head of data and analytics, BidFX (an SGX company) This year has seen investors hanging on every word uttered by central banks around interest rates. 2024 will see investment managers ask why their FX flow has been directed to certain counterparties, rather than passively accepting the liquidity provider’s perspective.

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Growth Business

JUNE 29, 2023

Before the presentation in front of investors, you will need to prepare fundraising collateral, which includes the pitch deck, executive summary, business plan and financial forecasts. How to pitch to investors: What fundraising collateral do I need? Numbers are particularly easy to confuse and critical to any investment decision.

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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

JULY 3, 2024

Given that the settlement cycle is now shorter in the US trading volumes on a Thursday have dropped off significantly thanks to funding requirements that require brokers to fund a position for an additional three days on Friday, Saturday and Sunday given the slightly longer settlement cycle in Europe, the UK, and most of Asia Pacific.

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The TRADE

JULY 4, 2023

Brazilian investment fund manager Ace Capital has selected Bloomberg Vault to help it archive and monitor its electronic communications. Data can be accessed from Bloomberg’s Trade Order Management System (TOMS), Bloomberg’s Asset and Investment Manager (AIM), as well as third-party order management systems.

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Electronics Capital Trading Management 64

Wall Street Mojo

JANUARY 17, 2024

It helps identify the availability of liquid funds with the organization in a particular accounting period. Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position. It aids investors in analyzing the company's performance. read more.

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The TRADE

JUNE 5, 2023

Polar Capital’s head of trading Alex Jenkins has left the boutique hedge fund to join rival Millennium later this year, The TRADE can reveal. 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.

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The TRADE

AUGUST 5, 2024

Prior to GMO, he worked as an operations specialist at Evergreen Investments and has also previously worked in a custody-related accountancy role at Investors Banks & Trust. He joins from HSBC, where he most recently he held responsibility for primary coverage on G10 rates for reserve managers and UK real money clients.

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Growth Business

NOVEMBER 21, 2023

A VCT is a company whose shares trade on the stock market and aims to make money by investing in rapid-growth companies. Investors receive up to 30 per cent tax relief on their VCT investment up to a maximum of £200,000, providing they stay invested in the VCT for a minimum of five years.

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Investment Capital Business Management 59

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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Peak Frameworks

AUGUST 24, 2023

Robo-advisors are automated platforms that provide investment management services with minimal human intervention, such as Betterment. Some brokerages may also charge a fee for transferring out funds or closing an account. Deposit funds into the account. Discount brokerages offer fewer services but at a lower cost.

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IT Trading Accountant Investors 52

The Deal

JULY 18, 2023

“Credit funds have become the go-to for financing—they can cut big checks and raise money with relative ease with a track record,” said Joe Stein , managing director at Solomon Partners. That’s made these firms more attractive to sponsors and sellers, giving the asset class an upper hand in setting buyout terms.

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The TRADE

OCTOBER 16, 2024

With the advent of an ever-more technologically innovative and globally connected capital markets sphere, fixed income emerging markets (EM) have demonstrably become an increasingly appealing area of interest for investors. Since last year EM fixed income was expected to do well however, currently market changes are yet to pass.

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The TRADE

MARCH 27, 2024

RFM is a similar concept, also derived from a desire from investors to access as much available liquidity as possible to ensure order fills and achieve best execution. One key client user group of the protocol is the hedge fund segment, and it goes without saying that hedge funds are some of the most impact conscious firms out there.

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The TRADE

SEPTEMBER 25, 2024

However, in the last few months the US boat has begun to rock and investors are now gearing up for a potential recession in the world’s largest economy due to tight monetary policy. In depth – AI?

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Trading Investment IT Management 64

Razorpay

DECEMBER 15, 2024

Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds. Alternative investments, including real estate, commodities, and luxury assets. Is Private Banking Right For You?

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The TRADE

NOVEMBER 6, 2023

She later took on a role at the bank as executive director of investor flow sales responsible for the introduction of its derivative product to its UK client base. He began his career at the UK’s HM Treasury, before moving to AIG Investments to manage fixed income funds.

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The TRADE

JULY 10, 2023

Other recommendations from Kent include allowing greater access to investment research for retail investors, involving academic institutions in supporting investment research initiatives and reviewing the rules relating to investment research in the context of IPOs.

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Cooley M&A

JANUARY 23, 2024

Strained access to public markets and funding The IPO market remained relatively inactive in 2023, leading many life sciences companies looking to raise funds to turn to other exit strategies. With the renaissance in weight-loss drugs in 2023, we expect even more investor interest in that space in the year ahead.

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M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

FineMark

JULY 13, 2023

We believe this behavior should be ignored by long-term investors. Equity markets are justifiably high risk investments, given the historically high returns they afford investors over long investment horizons. As reported in the June 27, 2023, Wall Street Journal article entitled, “ U.S.

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Cooley M&A

JANUARY 20, 2022

The recent uptick in R&W insurance used by strategic acquirers in competitive situations has begun to normalize its use in venture-backed M&A, with more venture investors demanding the cleaner exit afforded with a buyside R&W insurance policy. On January 3, in the MultiPlan Corp. Greener pastures ahead?

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The TRADE

APRIL 22, 2025

Similarly, the deal aligns with the Japanese companys aim to expand its global asset management, and Nomuras investment management franchises total assets under management are expected to increase to approximately $770 billion upon completion of the deal, with more than 35% being managed on behalf of clients outside of Japan.

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The TRADE

APRIL 22, 2025

Clearwater Analytics has completed its acquisition of software-as-a-service (SaaS) solutions provider for the investment management and hedge fund sectors, Enfusion. billion, is set to provide the first single-instance, multi-tenant, cloud-native front-to-back platform for the entire investment management industry.

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The TRADE

JANUARY 13, 2025

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 In addition, the acquisition will allow Clearwater to expand into the hedge fund industry thanks to Enfusions established reach in the sphere.

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The TRADE

DECEMBER 20, 2024

Lisa Danino-Lewis, chief growth officer, CLS In 2024, weve witnessed a continuation in the buy-sides emphasis on adhering to best practices for mitigating settlement risk to meet regulatory expectations and to ensure robust risk management practices.

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