The TRADE

NOVEMBER 9, 2023

Merve Altundag Fidelity Management & Research Equity Trader Petyo Balchev Millennium Equity Trader James Barnett Manulife Investment Management Multi-Asset Trader Edgar Castel Candriam Trader Khursheda Fazylova State Street Global Advisors Fixed Income Trader Marie-France Gavillon Generali Insurance Asset Management (..)

Trading 59

Trading Asset Management Investment Manager Equities 59

The TRADE

JULY 12, 2024

Asia-based insurance giant AIA Group has selected BNY and BlackRock to provide a front-to-back investment platform, supporting the firm’s long-term investment programme. We look forward to working with BNY to deliver a seamless experience to AIA.”

Collaboration 64

Collaboration Investment Insurance Portfolio 64

The TRADE

JUNE 24, 2024

Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders. He joined Northern Trust in 2007 and has since worked in senior roles across portfolio management, client management and sales.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

The TRADE

JULY 7, 2023

Upon completion of the deal, Generali and Cathay Life will also enter into a wider 10-year asset management partnership to support Generali’s strategic asset management growth ambitions globally. The transaction vastly expands Generali’s reach and capabilities – taking its total AUM to $845 billion.

Asset Management 52

Asset Management Management Acquisitions Insurance 52

Cooley M&A

JANUARY 20, 2022

R&W insurance shaping expectations in tech M&A. In a highly competitive (and, frankly, more seller-friendly) M&A market in 2021, acquirers were more receptive than ever to representation and warranty insurance. Antitrust agencies scrutinize tech transactions. 2] Deal Point Data, accessed on December 31, 2021. Contributors.

M&A 40

M&A Insurance Mergers and Acquisitions IPO 40

Growth Business

NOVEMBER 23, 2023

They are thematic investors in fintech (financial services, real estate, insurance) and deep tech (AI enabled transformation, security, IoT), across B2C, B2B and B2B2C businesses. They invest in verticals that include marketplaces (e.g. mortgages, insurance) software (e.g. deposits, lending, tax, auto, legal), security (e.g.

Investment 111

Investment Funds Capital Business 111

Peak Frameworks

AUGUST 24, 2023

Robo-advisors are automated platforms that provide investment management services with minimal human intervention, such as Betterment. Discount brokerages offer fewer services but at a lower cost. They primarily focus on executing trades, like E*TRADE. Range and quality of services.

IT 52

IT Trading Accountant Investors 52

Razorpay

DECEMBER 15, 2024

Private banks also offer services such as asset protection planning, which can include insurance, trusts, and other strategies to protect clients’ assets from creditors along with legal/tax issues related to investments. Range of Services: Private banking extends beyond traditional banking and investment management.

Bank 52

Bank Banking IT Management 52

Wall Street Mojo

JANUARY 17, 2024

Add to it all the incoming cash from various sources like cash sale of goods or services, proceeds from the sale of assets or investments, the funds acquired by the issue of shares or through bank loans, etc. Subtract the cash outflows from payments like salaries, dividends, rent, insurance, loan repayment, stock repurchase, taxes, etc.

Accountant 98

Accountant Finance Finance Profitability 98

Growth Business

AUGUST 3, 2023

I would always encourage a founder to come out of their comfort zone, and even pitch to investors before they’re ready,” said Adam Beveridge, investment manager at SFC Capital. Angel investors Angel investors are wealthy individuals who invest in businesses and may have been entrepreneurs themselves.

Funds 52

Funds Investors Investment Business 52

The TRADE

DECEMBER 21, 2023

Where hedge funds were the traditional users, we now see a far more diverse group of players, including managed accounts, allocators, insurance firms, family offices and sovereign wealth managers, to name but a few.”

Trading 64

Trading Management Funds Asset Management 64

The TRADE

JANUARY 21, 2025

Philippe Donnet Specifically, the joint venture would see the firms combine their respective asset management operations – Generali Investments Holdings and Natixis Investment Managers.

Asset Management 59

Asset Management Management Financial Institution Insurance 59