The TRADE

JULY 18, 2023

Bank of America has reported a strong second quarter and first half of the year overall, despite its global wealth and investment management total revenue decreasing 4% to $5.2 The bank also highlighted that lower than average transactional volumes had contributed to lower asset management and brokerage fees.

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The TRADE

JANUARY 8, 2024

Previously, he served as global head of institutional sales at TP ICAP, and before that worked as head of sales EMEA and Asia Pacific at BGC Partners for two years. RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT).

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The TRADE

JULY 22, 2024

Head of London equity trading at Morgan Stanley Investment Management, Mark Perry, has retired The TRADE revealed. Citi named Jamie Miller head of electronic equity sales trading for the EMEA region. As part of her new role, Bachra will join the trading and sales management team and report to Simon Manwaring.

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The TRADE

JULY 24, 2023

Heraty will take on the role of head of US equity solutions and structured product sales, whilst Gleave has been appointed as head of European equity solutions. Heraty was previously at Credit Suisse where he spent four years as head of North American equity derivative sales.

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The TRADE

JANUARY 22, 2024

As part of the role, Ameni will be responsible for building out Nomura’s flow credit trading and sales teams in the CEEMEA region, initially focusing on markets in Middle East and North Africa (MENA). O’Driscoll was promoted to the role after serving in a block sales and trading role at the firm since 2019. JP Morgan Chase & Co.

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The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Kepler Cheuvreux Execution Services (KCx) appointed Seb Klatt as program trading (PT) sales trader.

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The TRADE

JUNE 19, 2023

Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. He joined KNG Securities from VTB Capital, where he served as global head of fixed income sales over the last 10 years. She joined from Maple Finance, where she served as general counsel.

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The TRADE

SEPTEMBER 7, 2023

Legal & General Investment Management (LGIM) has expanded its footprint across Asia with the opening of its new Singapore office, the latest development in the firm’s growth strategy for the region. He reports to Jack Loi, head of institutional sales for Asia ex-Japan.

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The Deal

JANUARY 25, 2024

billion sale of its commercial security, fire and life safety business unit to GTCR LLC as well as Consolidated Communications Holdings Inc. on its sale to an investor group that included Searchlight Capital Partners LP and British Columbia Investment Management Corp. Last year, Murti helped advise ADT Inc.

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The TRADE

JUNE 24, 2024

Singapore-headquartered fund manager APS Asset Management has adopted order and investment management technology solution, Bloomberg AIM, to automate its post-trade workflows. We are proud that our partnership with APS Asset Management will help them scale and automate workflows.”

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The TRADE

AUGUST 16, 2024

Read more: Millennium Advisors hires from within for new head of EMEA sales Earlier this year, Millennium Advisors partnered with fixed income software solutions provider Investortools to streamline workflows for municipal bond investment managers through digitisation.

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The TRADE

JULY 31, 2023

Goldman Sachs veteran, Christopher Daur, left the investment bank to head up buy-side sales and relationships at AccessFintech. As part of the role, Daur will be responsible for strategy, product, and sales. He spent 19 years at Fidelity Investments as a European portfolio manager until 2006.

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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. RBC Capital Markets appointed Mitul Patel director, central bank sales, based in London.

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TKO Miller

JUNE 21, 2023

in Finance, Summa Cum Laude, as well as a Certificate in Investment Management, both from the University of Wisconsin-Milwaukee. Our services include company sales, recapitalizations, asset divestitures, and management buyouts. Griffin holds an M.B.A. Noah joined TKO Miller as an intern in 2022. Noah holds a B.B.A

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The TRADE

JUNE 29, 2023

In preparation for Candriam’s entry into the new market, New York Life Investments’ sales teams will support introductory conversations with US-based broker dealers and other financial intermediaries. Candriam’s European trading desks will cover the US offshore market from the Bloc. “Our

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The TRADE

JUNE 16, 2023

M&G’s global asset management arm has appointed Manabu Fujita as head of M&A Investments Japan. Fujita joins from Schroders Investment Management Japan, where he spent the last 15 years, most recently serving as head of sales.

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The TRADE

JUNE 5, 2023

Previously in her career she spent several years at Cantor Fitzgerald and Virtu Financial in equity sales trading roles. Imandra’s vice president of sales Dan Squires has departed for pastures new after less than a year in his new role.

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The TRADE

SEPTEMBER 27, 2024

Alexandra Roby, head of equity sales UK and Ireland at SIX Swiss Exchange, said: “Our long-standing support of the Leaders in Trading awards emphasises how much we value both the awards and the exceptional efforts of all the buy-side nominees. Voting will close on Friday 18 October.

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The TRADE

NOVEMBER 20, 2023

His experience also includes a stint as quantitative investment strategist at ING Investment Management. David Lackenby joined as head of event-driven sales trading and Mark Brodie joined as an event-driven sales trader. Olivetree has made a number of new hires for its event-driven trading team in London.

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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 27, 2023

Bloomberg AIM and Bloomberg Vault have been adopted by India-based NJ Asset Management to help enable its enterprise-wide digital strategy across the entire investment workflow. According to the firms, Bloomberg AIM addresses NJ Asset Management’s specific needs for tools to support rule-based investment decision-making.

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The TRADE

OCTOBER 5, 2023

Interoperability and improvements through partnerships were championed by speakers including buy-sider Jon Tricker, head trader, global credit at Vanguard who confirmed the investment manager was leveraging the “maturing API community” to expand its systems. You don’t need your own lab.

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The TRADE

OCTOBER 6, 2023

“If you think about the next-generation trader, you have to understand where this data comes from and only then can you know how to actually utilise it,” said Anju Sima, head of sales, UK and Northern Europe at MarketAxess. “It

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OfficeHours

MAY 24, 2023

Gain Relevant Work Experience If you are currently looking for internships or full-time roles, you can gain relevant work experience outside of investment banking. Investment banks highly value prior experience in finance-related roles like consulting, investment management, or sales and trading.

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The TRADE

JULY 18, 2023

Barber will join Aviva Investors from GAM Investments, where she has served as global head of institutional solutions since November 2020. She brings 25 years’ experience in investment management to the firm, having held senior positions at Jupiter Asset Management, Franklin Templeton Investments, Hermes Fund Management and Fidelity International. (..)

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The TRADE

MAY 15, 2024

David Wilkins, head of FICC execution services EMEA and global EFX sales at Goldman Sachs, and James McGuigan, director FX eTrading at Citi have become the latest members to join Tradefeedr’s client advisory group aimed at improving market transparency and data dialogue across the market.

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The TRADE

AUGUST 14, 2023

Zaman brings more than 20 years’ experience to the role, having worked in a range of senior positions at various global organisations, including AXA Investment Managers, EY, and PwC. Most recently, he served as head of strategic initiatives and innovation at Investec Wealth & Investments.

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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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Wall Street Mojo

JANUARY 17, 2024

It accounts for three major business activities in which cash is exchanged, i.e., operating, investing, and financing. The investing activities comprise the long-term asset purchase or sale. Investing Activities = The cash transactions related to the acquisition and sale of long-term assets.

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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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The TRADE

JULY 18, 2023

Earlier this year, M&G appointed Manabu Fujita as head of M&G Investments Japan , as part of its commitment to the Japanese markets and to help facilitate business growth in the region. Fujita joined from Schroders Investment Management Japan, where he spent the last 15 years, most recently serving as head of sales.

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Growth Business

JUNE 29, 2023

Keep information at the absolute minimum level that is sufficient to make an impact,” Alastair Moore, an investment manager at Par Equity says. If the pitch is unconvincing, the audience will find it hard to believe that when the company makes sales presentations to potential customers, it will be any more convincing,” he says. “In

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The TRADE

JANUARY 17, 2024

Prior to GAM, Roberts was co-head of EMEA retail sales and head of UK retail business at BlackRock. In his new role he will be responsible for growing global distribution outside the UK specifically, focused on: Germany, Switzerland, Italy, the Nordics, Iberia and Latin America, Benelux and France.

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The TRADE

AUGUST 15, 2023

The integration will allow investment managers who are connected to TradeSmart to access CLSA’s AI-powered European algo suite, allowing them to utilise CLSA’s proprietary AI technology which empowers the algos to learn as they trade. The network allows buy-side clients to access trading opportunities and liquidity sources.

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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. As markets continue to increase broadly in complexity, buy- and sell-side relationships can and will take on a more strategic focus.

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The TRADE

AUGUST 7, 2024

Brendan Burke, Brown Brothers Harriman’s (BBH) managing director and head of Americas FX sales and business development tells The TRADE: “Managers need to be comfortable that execution via an outsourced platform is comparable to managing the process in-house.

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The TRADE

OCTOBER 23, 2023

There is an incredible pool of talent on the sell-side across sales, traders, strategists and research and as the trader it is your job to filter this information individually to the needs of each and every team that it will add value to internally.

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