TechCrunch: M&A

AUGUST 18, 2023

announced this morning its acquisition of Boxed.com and “other intellectual property portfolios and affiliates” in an all-cash transaction. After filing for Chapter 11 bankruptcy protection in April, online wholesale retailer Boxed has been acquired. based regional distributor MSG Distributors, Inc.

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Mergers and Acquisitions Retail Food Acquisitions 174

The TRADE

JANUARY 8, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). He originally joined the asset manager as an investment operations analyst in 2020. Throughout his career Jenkins has also worked at SWIFT, Macgregor, and AXA Investment Managers.

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Asset Management Equities Investment Manager Sale 64

Accenture Capital Markets

SEPTEMBER 5, 2023

Players are also investing in a range of solutions, like data lakes, to generate new data-driven insights that are relevant to the core business, such as using artificial intelligence (AI) to manage foreign exchange based on macroeconomic data and country sentiment intelligence. A strong push to refocus on investment management.

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The TRADE

JUNE 19, 2023

Previously in his career, he spent several years in credit trading roles at StormHarbour Securities, UBS and Elgin Capital. He also spent several years at Goldman Sachs in a risk management and product control role. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role.

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Sale M&A Asset Management Investment Banking 64

Peak Frameworks

AUGUST 24, 2023

Robo-advisors are automated platforms that provide investment management services with minimal human intervention, such as Betterment. Settlement: After the order is executed, there's a process known as settlement, where the buyer pays for the securities, and the seller delivers the shares. If a match is found (i.e., In the U.S.,

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IT Trading Accountant Investors 52

The TRADE

SEPTEMBER 25, 2024

Regulation-wise, the US is also undergoing a major overhaul across several corners of the investment value chain from reporting to best execution to Treasury clearing.

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Trading Investment IT Management 64

The TRADE

OCTOBER 16, 2024

There is a structural case for emerging markets, and it is set to remain a core part of the fixed income opportunity set,” asserts John Espinosa, head of sovereigns and portfolio manager for Nuveen’s global fixed income team. “It We’ve also seen an increase in portfolio trading activity in the market.”

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Trading Investors Portfolio Investment 59

The TRADE

AUGUST 7, 2024

Traders, and portfolio managers, across the industry are seemingly eager to be part of these conversations – not just about the dawn of outsourcing but also when it comes to technological change across the market. “We Examples just from just the last six months include UK-based investment management firm Waverton – which has £9.1

Trading 59

Trading Management IT Investment Manager 59

The TRADE

NOVEMBER 6, 2023

Industry Person of the Year 2023 shortlist: Seema Arora, managing director, head of execution sales, Instinet Europe Champion of The TRADE’s Rising Stars of Trading and Execution award scheme, Instinet Europe’s Seema Arora needs little introduction with an extensive financial career spanning more than 25 years.

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Trading Asset Management Equities Management 52

Growth Business

NOVEMBER 23, 2023

Fintech category % of fintechs Banking 13% Business banking 8% Insurtech 6% Lending 13% Payments 19% Quote aggregators 4% Regtech 10% Wealth tech 37% Where to find fintech investment Here is a list of VCs currently investing in fintech and what they’re looking for. They invest in verticals that include marketplaces (e.g.

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Investment Funds Capital Investors 95

The TRADE

OCTOBER 2, 2024

Already electronic execution and direct market access has reduced the reliance on sales traders to source liquidity,” emphasises Scott Chace, head on trading for portfolio solutions at State Street. Namely, primary issuance – the process in which new securities are created and sold to investors for the first time.

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Trading Electronics Management IT 64

The Deal

JULY 18, 2023

“While a select few lenders have maintained their hold size parameters, the overwhelming majority of lenders have significantly reduced their check size in response to the drop off in redemptions and repayments in their portfolios,” said Joseph Weissglass , managing director at middle market investment bank Configure Partners LLC.

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The TRADE

JANUARY 3, 2024

The banking giant hired Ian Power from Newton Investment Management a year ago, alongside Paul Christophorou, who previously spent 19 years as a senior global trader for Odey Asset Management and Gozde Yildiz, a multi-asset trader focusing on fixed income, equities and derivatives trading. The list goes on.

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Trading Asset Management M&A Broker 64

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. They’re there to help you to secure investment more quickly and protect their own interests by making a return on their own investment.

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Funds Investors Investment Business 52

Cooley M&A

JANUARY 23, 2024

Strategic innovation Strategic acquirers are feeling more pressure to consummate bolt-on acquisitions in order to round out their portfolios, enter new markets and fill innovation gaps. Others have pursued less-traditional acquisitions, choosing to instead form alliances and partnerships.

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M&A Mergers and Acquisitions Acquisitions Pharmaceutical 52

FineMark

JULY 13, 2023

Note : FineMark has direct exposure to these impacts through our own proprietary equity solutions and also through our external investment managers. FIGURE 4 Source: Strategas Securities LLC Our Current Tactical Positioning Our current views are expressed in Figure 5, below.

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The TRADE

DECEMBER 21, 2023

Dan Morgan, global head of portfolio solutions at State Street, sees the outsourced trading journey as a marathon, not a sprint, but says larger managers are certainly asking questions. “If In addition, the biggest risk to the business will be internalisation, and one case of this can be found in the decision reversal at Railpen.

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