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FCA Publishes Findings on Private Market Valuation Practices

JD Supra: Mergers

A review of fund and portfolio managers found a number of good practices, but also revealed the need for improvement in areas such as conflict management. On 5 March 2025, the FCA published the findings from its review of private market valuation practices. By: Latham & Watkins LLP

Valuation 171
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Credit Suisse agrees to sell 67% stake in Credit Suisse Investment Partners to BANTLEON

The TRADE

Following the closing of the transaction, CSIP will rebrand as BANTLEON Convertible Experts, while still servings its clients as a convertibles manager. The CSIP leadership and portfolio management teams fully support the transaction and will remain unchanged,” the firm said in a statement.

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People Moves Monday: State Street Global Advisors, RBC Capital Markets, Fidelity Investments and more…

The TRADE

His expertise includes equities, ETFs, merger arbitrage spreads, equity swaps, futures, options, and FX. Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income. Following this, Lambert was promoted to portfolio manager, fixed income for just over five years.

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How Merchant Banks Help Businesses Grow and Succeed

Razorpay

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
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Around two-thirds of buy-siders believe outsourced desks could enhance trade performance in cross-border trading

The TRADE

The report suggests that the findings highlight a real opportunity for providers if they make effective enhancements, supplementing “with highly skilled traders, placed in local markets, to deliver top-tier execution alongside seamless integration with clients’ operational systems and workflow technologies”.

Trading 115
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Event-Driven Hedge Funds: The Best Home for Bankers Turned Investors?

Mergers and Inquisitions

Part of the issue is that many different strategies fall within the “event-driven” category: merger arbitrage , activist investing , distressed investing, special situations, and more. With this one, you need to look at the entire category , which means merger arbitrage on one end and activist on the other.

Funds 64
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People Moves Monday: Clear Street, Trading Technologies and more…

The TRADE

Before taking on this role, Christou served as a US equities sales trader head at Atlantic Equities before its merger with Redburn, which was completed last week. Redburn Atlantic appointed Lisa Christou as head of sales trading, US equities to international.

Trading 52