Global Newswire by Notified: M&A

JUNE 13, 2023

As part of the transaction, Jyske Bank has entered into an agreement with PFA Invest on the administration and portfolio management of client assets. According to the agreement, the price totals DKK 245 m, including equity of approx. According to the agreement, the price totals DKK 245 m, including equity of approx.

Banking 52

Banking Bank Portfolio Management M&A 52

The TRADE

APRIL 5, 2024

As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM. Ellipsis AM’s convertible team currently comprises of four portfolio managers, with each one performing the role of trader alongside acting as portfolio manager.

Asset Management 64

Asset Management Portfolio Management Business Management 64

The TRADE

JANUARY 10, 2024

Following completion of the deal, Impax – which has an existing client and distribution relationship with Formuepleje Group – will see Absalon’s portfolio managers become part of its fixed income team, led by Ross Pamphilon as of October 2023.

Asset Management 98

Asset Management Corporation Management Business 98

The Deal

OCTOBER 12, 2023

Grossman and Warrick also offered their two cents on appropriate board size and the types of M&A activism materializing amid a cooling deal market, as well as how corporations should prepare for unexpected short seller attacks. Skadden, Arps, Slate Meagher & Flom LLP partners Richard A. Grossman and Demetrius A.

Investment 75

Investment Portfolio Management Corporation M&A 75

The TRADE

FEBRUARY 7, 2024

Kluth has been promoted to the role after serving as portfolio manager/analyst at the firm over the last two years. Kluth announced his promotion in a social media post, adding: “Eight years in London flew by, and I’m very excited about this new opportunity.

Equities 64

Equities Trading Portfolio Management Media 64

Cisco: M&A

AUGUST 22, 2023

This post was authored by Nate Rodriguez, a Business Analyst Intern on the Portfolio Management and Enablement team. As a rising senior at Chapman University and a Business Analyst intern at Cisco,… Read more on Cisco Blogs

Portfolio Management 52

Portfolio Management Portfolio Business Management 52

The TRADE

JUNE 7, 2024

CSIP segment manages funds and associated mandates – including convertible bond funds – with a total of CHF 1 billion in assets under management. Following the closing of the transaction, CSIP will rebrand as BANTLEON Convertible Experts, while still servings its clients as a convertibles manager.

Investment 69

Investment Portfolio Management Asset Management Investment Banking 69

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Banking 52

Banking Bank Business Underwriting 52

The TRADE

OCTOBER 4, 2023

As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. Bringing our firms together was the next logical step in this process.”

Portfolio Management 59

Portfolio Management Architecture Portfolio Accountant 59

The TRADE

DECEMBER 11, 2023

M&G Investments has led a $30 million Series B funding round for FCA-authorised digital asset derivatives venue GFO-X. Alongside the funding round, M&G Investment will join the board of Global Futures and Options Holdings.

Investment 52

Investment Funds M&A Trading 52

The TRADE

JANUARY 24, 2024

The longer I take, the more opportunity/risk I’m exposed to. In such periods, it can be observed that traders move from automated algo trading to high touch and portfolio trading, relying on more blocks. “As Simplification and automation have been key focus areas on the buy-side.

Trading 128

Trading Electronics Portfolio Management Broker 128

The TRADE

JULY 15, 2024

This marks the first time that we will be offering fixed income solutions to our clients outside North America, including via our UCITS platform.” Following the deal’s conclusion, Absalon’s portfolio managers are set to join Impax’s fixed income team and report to Impax head of fixed income, Ross Pamphilon.

Acquisitions 59

Acquisitions Asset Management Debt Management 59

Global Newswire by Notified: M&A

NOVEMBER 27, 2024

(OTCQB: ALDS) (“APPlife”, the Company”), a business incubator and portfolio manager that invests in and creates e-commerce and cloud-based solutions, announced today that it has terminated its Letter of Intent (“LOI”) with Silver Bear Sports Entertainment and Gaming (“Silver Bear”) as a result of Silver Bear’s failure to provide sufficient due diligence (..)

Entertainment 40

Entertainment Portfolio Management Portfolio Investment 40

The TRADE

OCTOBER 31, 2024

Chicago-based head of US trading at Legal and General Investment Management (LGIM) Ryan Raymond has seen enough economic turmoil during his career to know what to do when markets turn volatile. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

Portfolio 52

Portfolio Trading Management Asset Management 52

Focus Investment Banking

NOVEMBER 11, 2024

As always, I’m your host, Kolstramberg. Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. Cole Strandberg : Welcome to another episode of the Collision Vision driven by Auto Body News. Enjoy the show. You work very closely with the collision repair industry.

Insurance 52

Insurance M&A Healthcare Medical 52

M&A Leadership Council

MARCH 1, 2024

They Should be Regarded as Significant Deals, Not Afterthoughts By M&A Leadership Council About 30% of all M&A transactions are divestitures -- so they should be regarded as significant deals, not afterthoughts. Following are four important real-world truths about divestitures. 1.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Acquisitions Business 52

The TRADE

APRIL 17, 2024

Global asset manager Robeco leverages a low touch and high touch trading team that spans across three continents. And, like most asset managers across the street, its global equity trading desk plays host to a variety of characters, each bringing their own individual string to the wider team’s bow.

Trading 59

Trading Equities Asset Management Portfolio Management 59

The TRADE

FEBRUARY 12, 2024

He joined after most recently spending two and a half years at BlackRock’s flagship Aladdin platform, serving as a managing director and leading its business development efforts across EMEA. Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities.

Capital 64

Capital Sale Asset Management Management 64

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. For head of trading for the RBC BlueBay Asset Management London-based fixed income trading desk, Stuart Campbell, the institution’s combined size is a new strength. You’re taught to almost think like a PM.

Trading 98

Trading Asset Management Management Electronics 98

M&A Leadership Council

FEBRUARY 21, 2024

A Well Written TSA Eases IT Transitions By William Blandford, Managing Director at Blandford Associates While many people have participated in the acquisition of a business, fewer have participated in a carve-out, a type of divestiture where a part of a business is sold. The transition services agreement (TSA) is critical to the process.

Business 59

Business IT Mergers and Acquisitions M&A 59

Peak Frameworks

AUGUST 24, 2023

Limitations: Potential channel conflict and increased management complexity. Reverse Distribution Channel In a reverse distribution channel, goods move from the end consumer back to the manufacturer or distributor , as seen in recycling programs or returns management.

Private Equity 52

Private Equity Retail Manufacturing Sale 52

The TRADE

JULY 24, 2023

Werner Eppacher has spent the entirety of his two-decade financial career with German asset manager DWS Group, catching his first glimpse of a trading floor as an intern for Deutsche Bank in 2003. “A I’m not involved in day-to-day trading anymore,” he says. “I’m You had the gilt crisis.

Trading 52

Trading Portfolio Management Asset Management Management 52

The TRADE

MAY 1, 2024

It’s about risk management philosophy and methodology,” explains Papanichola. During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” Interesting, lucrative, fun but highly unconventional,” he says.

Trading 59

Trading Capital Funds Investment 59

The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. A novel concept to greener traders. The changing face of it every day. I still love it. It is a different job every day.

Trading 64

Trading Electronics Portfolio IT 64

The TRADE

JANUARY 3, 2024

It’s a world which has a compelling backstory and a future which could veer off in several different directions depending on a range of scenarios which includes growing demand from larger buy-side organisations, M&A activity and an increasing level of investment needed to stay competitive. Will we see more M&A?

Trading 64

Trading Asset Management M&A Broker 64

Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. At the helm of the team is global head of trading Cathy Gibson who oversees trading across the asset manager’s offices in London, the US, Asia Pacific and South Africa. Markets have been tricky.

Trading 59

Trading Bulge Bracket Asset Management Banking 59

The TRADE

FEBRUARY 21, 2025

Kepler Cheuvreux and Unigestion have announced a strategic partnership which will see the firms launch a joint public equities asset management company. The firms are also set to integrate ESG criteria into the management processes for Kepler Cheuvreux Unigestion Equities, including maintaining an active dialogue with portfolio companies.

Asset Management 59

Asset Management Management Equities Portfolio Management 59

The TRADE

JANUARY 29, 2025

Speaking to The TRADE about his career in asset management thus far and how his experiences shape the way he leads the team, Middleton shares that his path so far has not been conventional and that that, of course, is a good thing. My journey to the trading desk has been anything but traditional, and I’m incredibly proud of that.

Collaboration 59

Collaboration Trading Portfolio Management Portfolio 59