The TRADE

NOVEMBER 16, 2023

Manulife Investment Management is set to acquire multi-sector alternative credit manager CQS for an undisclosed sum with the deal set to close in early 2024. Following close, Manulife is set to align the CQS brand with its own as a co-branded logo – Manulife | CQS Investment Management.

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PE Hub

OCTOBER 16, 2023

The post Arcline Investment Management agrees to buy Hartzell Aviation appeared first on PE Hub. Hartzell Aviation manufactures proprietary aircraft subsystems and aftermarket components.

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The TRADE

OCTOBER 22, 2024

UK-based asset manager Artemis has selected Northern Trust to provide outsourced trading services for its equities and derivatives activity, effective January 2025. Northern Trust will support all trading activity for Artemis’ equity funds under management and all related over-the-counter and exchange-traded derivatives.

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CNBC: Investing

JANUARY 21, 2024

Abrdn's Xin-Yao Ng, Singapore-based investment manager of Asian equities, shares his investment outlook.

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PE Hub

FEBRUARY 7, 2024

The post Manulife Investment Management names Andrews as private markets global head appeared first on PE Hub. Her appointment begins March 4, 2024.

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PE Hub

JUNE 13, 2023

The post Arcline Investment Management buys International Water-Guard appeared first on PE Hub. International Water-Guard is a Surrey, British Columbia-based provider and servicer of potable water systems and components for use in business and commercial jet applications.

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The TRADE

MARCH 4, 2024

Legal & General Investment Management (LGIM) has promoted one of its own to the role of head of US equity and foreign exchange trading, The TRADE can reveal. The post Legal & General Investment Management names new head of US equity and FX trading appeared first on The TRADE.

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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.

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The TRADE

JULY 25, 2023

Clearwater Analytics is set to launch a new generative artificial intelligence solution aimed at improving the way institutional clients analyse investment data and respond to changing market dynamics. The solution applies to all asset classes and its use cases will vary depending on varying client types, Clearwater confirmed.

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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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Global Newswire by Notified: M&A

AUGUST 1, 2024

BNP PARIBAS ENTERS INTO EXCLUSIVE NEGOTIATIONS WITH AXA FOR THE ACQUISITION OF AXA INVESTMENT MANAGERS AND A LONG-TERM PARTNERSHIP IN ASSET MANAGEMENT

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PE Hub

JUNE 9, 2023

In this role, Lizak will focus on managing the credit strategy of the firm and expanding the firm's equity and debt investor base across the Civitas lodging platform. The post Civitas Capital Group recruits Lizak as investments managing director appeared first on PE Hub.

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The TRADE

NOVEMBER 17, 2023

Triodos Investment Management has selected Bloomberg’s AIM and PORT Enterprise solutions in a bid to support its front-office workflows. Specifically, the Netherlands-based impact asset manager will utilise Bloomberg’s offerings to enhance processes for its investment funds and discretionary clients’ business.

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Global Banking & Finance

FEBRUARY 6, 2024

Empowering ESG Investment Managers with Standard Methodology Aligned Green, Social, Sustainability, Sustainability-Linked and Transition (ESG bonds or GSS+) finance volumes passed the $4trillion mark in H1 2023, according to the Climate Bonds Initiative (CBI). How Green is Green? But how green is green?

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The TRADE

JANUARY 2, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, has left the asset manager to join Qube Research & Technologies (QRT), The TRADE can reveal. He originally joined the asset manager as an investment operations analyst in 2020. Previously in his career, he spent a year as an operation analyst at Liquidnet.

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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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The TRADE

MAY 8, 2024

Singapore-based investment manager New Silk Road has outsourced its trading to Northern Trust as it seeks to fortify its offering as T+1 looms. The post Singaporean investment manager New Silk Road outsources trading to Northern Trust appeared first on The TRADE.

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PE Hub

MAY 30, 2023

The post Ragona joins Generation Investment Management as partner appeared first on PE Hub. He is based in Providence, Rhode Island.

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Global Newswire by Notified: M&A

JUNE 13, 2024

VANCOUVER, British Columbia, June 13, 2024 (GLOBE NEWSWIRE) -- The Harbourfront Group (“Harbourfront”) and Harbourfront Wealth Management, a national leading independent wealth advisory and investment management firm, today announced the acquisition of Cornerstone Investment Counsel Ltd.,

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Global Newswire by Notified: M&A

AUGUST 1, 2024

BNP PARIBAS ENTRE EN NEGOCIATIONS EXCLUSIVES AVEC AXA EN VUE DE L’ACQUISITION D’AXA INVESTMENT MANAGERS ET D’UN PARTENARIAT DE LONG TERME DANS LA GESTION D’ACTIFS

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Global Newswire by Notified: M&A

NOVEMBER 20, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

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The TRADE

JULY 20, 2023

An investment-grade credit trader from RBC BlueBay Asset Management has left the firm to join Norges Bank Investment Management, The TRADE can reveal. Christopher Lemmo left BlueBay, part of RBC Global Asset Management, in April this year after almost 13 years at the fixed income focused asset manager.

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Global Newswire by Notified: M&A

NOVEMBER 19, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

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The TRADE

JULY 24, 2023

Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture, The TRADE can reveal. He departs following a 35-year long career in investment management, spending 19 years at Fidelity Investments as a European portfolio manager until 2006.

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Global Newswire by Notified: M&A

NOVEMBER 15, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

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CNBC: Investing

JUNE 19, 2023

Veteran portfolio manager Jim Casselberry is trying to do something about that. Economic freedom has been more elusive for Black people.

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Global Newswire by Notified: M&A

NOVEMBER 13, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

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Global Newswire by Notified: M&A

NOVEMBER 12, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

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The TRADE

OCTOBER 21, 2024

Michael Lam has joined TT International as a senior trader, following three and a half years at Jupiter Asset Management as a fixed income trader at the firm. He has previous experience across multi-asset trading and his past roles include stints as a multi asset trader at Manulife Investment Management and BNP Paribas Asset Management.

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Global Newswire by Notified: M&A

NOVEMBER 11, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

Investment Manager 40

Investment Manager Management Investment Securities 40

Global Newswire by Notified: M&A

NOVEMBER 8, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

Investment Manager 40

Investment Manager Management Investment Securities 40

Global Newswire by Notified: M&A

OCTOBER 10, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

Investment Manager 40

Investment Manager Management Investment Securities 40

Global Newswire by Notified: M&A

OCTOBER 7, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

Investment Manager 40

Investment Manager Management Investment Securities 40

Global Newswire by Notified: M&A

OCTOBER 24, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

Investment Manager 40

Investment Manager Management Investment Securities 40

Global Newswire by Notified: M&A

OCTOBER 4, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

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The TRADE

OCTOBER 31, 2024

Brown Brothers Harriman (BBH) has expanded its relationship with Japan-based Resona Asset Management to include BBH’s automated third party FX solution, InfoFX. Munenori Yoshihara, BBH The development sees Resona become the first Japanese investment manager to implement the FX solution.

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CNBC: Investing

MARCH 30, 2024

Slimmon advised investors to lean more cyclical, pointing out that the best-performing sectors in March were energy, materials and industrials.

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