The TRADE

JANUARY 8, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). Jefferies’ managing director and head of US equity distribution in Europe, Guy Trust, left the bank after nearly a decade to join Daiwa Capital Markets Europe.

Asset Management

The TRADE

FEBRUARY 26, 2024

He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business. Gray initially joined Liquidnet in 2014 as head of fixed income sales for EMEA, helping build the firm’s buy-side client base in fixed income.

Asset Management

The TRADE

FEBRUARY 6, 2024

Order and execution management platform, Adroit Trading Technologies, has raised $15 million in its series A funding round led by specialised growth equity firm, Centana Growth Partners, with the capital set to be used to accelerate the business’ growth.

Trading

The TRADE

JANUARY 17, 2024

After leaving university, she undertook several sell-side internships at RBC, Nomura and Fisher Investments, returning to RBC in 2014 to work on its cash management team for its foreign exchange traders. For over three years, I only traded equities, so moving to a role where I would be trading multi-asset was attractive.

Trading

The TRADE

FEBRUARY 12, 2024

Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Prior to joining Rothschild in January 2023, Finke spent nearly five years at Marathon Asset Management as a global equity trader covering equities and FX. His new role is unconfirmed.

Capital

The TRADE

JULY 10, 2023

He originally joined HSBC in 2014 as a developer for front office data, working his way up to his most recent role as head of AI for markets and securities services which he served in for four years. HSBC’s head of artificial intelligence (AI) for markets and securities services, Ash Booth, has departed for rival bank JP Morgan.

Sale

Growth Business

NOVEMBER 23, 2023

Female Founders Fund Since 2014, the VC has been backing female founders across B2B, consumer, healthcare and fintech. FPE Capital is a growth equity investor in the UK lower middle-market. Can provide a mixture of equity and mezzanine debt to businesses mostly at the Series A stage. Managed by IP Group and North East Finance.

Investment

The TRADE

AUGUST 14, 2023

Although I had been trading for a long time my background had been mainly in equities so moving to multi-asset was quite a shock to the system and a steep learning curve. Sitting on the desk as an assistant was exciting, listening to the different styles used by the traders and hearing how they interacted with the sell-side.

Asset Management

Tyton Partners

NOVEMBER 28, 2023

Every portfolio company receives tailored support, which can encompass legal or financial advisory assistance, mentorship, leadership training, and a dedicated presence on the Board. In 2014-2015, we decided to take our impact to the next level. At the portfolio level, for instance, our companies have impacted over 6.7

Capital

Growth Business

NOVEMBER 2, 2023

Unlike standard venture capital firms, CVCs work a lot closer with their portfolio companies in developing a particular technology that is beneficial to both parties. The likes of Google, BP and Unilever all have their own CVC divisions backing UK-based companies within their industries. It invests across seed to Series A stages.

Corporation

Peak Frameworks

SEPTEMBER 12, 2023

For instance, the Bali Package in 2014 aimed at streamlining trade, allowing developing countries more options for food security, and providing better trade opportunities for the least developed countries. This stability is crucial for finance professionals to manage currency risks in their portfolios.

Trading

Sica Fletcher

JUNE 20, 2024

The History of Private Equity in Insurance One of the primary forces differentiating the insurance M&A market in 2024 from those of decades past is the presence and dominance of private equity (PE) firms in the buyer space. We’ve seen this number jump even in the last two years, with the percentage of equity almost doubling.

M&A

Sica Fletcher

OCTOBER 23, 2024

This method is also less popular than EBITDA but is sometimes used by companies with larger investment portfolios, such as wealth management companies. This trend emerges in stark contrast to most other industries in M&A, where equity has increased YoY over the last decade. Learn more at SicaFletcher.com.

Valuation

The TRADE

MAY 1, 2024

During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” The traders are now discretionary execution guys and the portfolio managers (PMs) don’t get involved. It’s about risk management philosophy and methodology,” explains Papanichola.

Trading

Sica Fletcher

MARCH 26, 2024

This usually leads to equity-based payouts. Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., private equity firms, investment banks, individual investors). The owner wants to maximize the transaction’s payout.

M&A

Cooley M&A

SEPTEMBER 16, 2022

Take, for example, the acquisition of Inovalon Holdings, a dual-class company that completed its IPO in 2015, by a consortium of private equity investors. of the transaction’s equity value. [15]. of transaction equity value, and Twilio’s acquisition of SendGrid, announced October 15, 2018, provided for a vote-down fee of 7.0%

M&A

The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. They’re typically used in equities given that this asset class trades on exchange unlike fixed income and some foreign exchange assets.

Trading

InvestmentBank.com

MAY 26, 2021

As the world headed into the uncharted territory of a worldwide pandemic, investors in both debt and equity markets reacted to shifts and changing conditions in several interesting ways, and the lessons they learned and the actions they take this year will set the stage for everyone’s access to capital in the years to come.

Capital Raising

Mergers and Inquisitions

MAY 28, 2025

The Private Credit Recruiting Process The same on-cycle and off-cycle recruiting processes in private equity also exist in private credit, but off-cycle recruiting represents a much higher percentage of the total. The private equity mega-funds with huge credit arms (Ares, Apollo, etc.) A: See above.

Capital Market