The TRADE

FEBRUARY 6, 2024

Adroit’s offering is a single point of access, cross-asset, all-in-one tool for traders and portfolio managers active in cash and derivatives markets (often across tangled global account structures). Founded by Jaglan in 2014 focused on OTC solutions, Adroit has since expanded into EMS and achieved profitability in 2016.

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Trading Capital Broker Portfolio Management 59

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.

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Asset Management Management Trading Capital Market 64

The TRADE

JANUARY 8, 2024

He joined the investment banking arm of Daiwa Securities Group as its new head of equities after nine and a half years with Jefferies, having joined in 2014 in his most recent role. He began his career as a junior portfolio manager at RSA covering US equities.

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Asset Management Equities Sale Investment Manager 64

The TRADE

NOVEMBER 9, 2023

Read more – Union Investment’s trading head Hock steps away from role to pursue digital asset aspirations Hock has been with Union Investment since 2014 and has been instrumental in the development of the firm’s trading strategy and structure.

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Trading Portfolio Management Asset Management Investment 52

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.

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Sale Trading Electronics Equities 52

Growth Business

NOVEMBER 23, 2023

Female Founders Fund Since 2014, the VC has been backing female founders across B2B, consumer, healthcare and fintech. The Notion portfolio includes Dixa, GoCardless, Mews, Paddle, Unbabel and Yulife. Wayra UK Telefónica’s innovation arm with more than 550 active portfolio companies, 35% of which are working with Telefónica.

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The TRADE

FEBRUARY 12, 2024

Kluth was promoted to the role after serving as portfolio manager/analyst at the firm over the last two years. Bellman joined the business in 2014 as a dealer before being promoted to dealing manager, his most recent role. Previously, Latif was co-head EMEA electronic FX sales at Goldman Sachs for eight years.

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Capital Sale Asset Management Management 64

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.

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Corporation Capital Investment Media 52

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

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Capital Funds Investment Portfolio 59

Sica Fletcher

JULY 1, 2024

a more diverse portfolio of policies and clients, as well as b.) boost your profits, cut your bottom line), doing so with a brokerage requires paying special attention to the diversity of your policy portfolio. That being said, brokerage owners need to consider a.) Learn more at SicaFletcher.com.

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Insurance M&A Advisory Funds 52

The TRADE

AUGUST 14, 2023

As a junior trader, the sell-side also really took me under their wing and passed on huge amounts of invaluable knowledge and expertise and the relationships I formed then are still going strong today. I made the move to London in 2014 to join Nikko Asset Management (Nikko AM), fulfilling a role as senior trader for global markets.

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Trading Asset Management Equities Management 52

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. Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $16 billion in insurance agency and brokerage transactions since 2014.

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Valuation M&A Insurance Advisory 52

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.

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Trading Capital Funds Investment 59

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.

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Trading Corporate Finance Private Equity Finance 52

Sica Fletcher

MARCH 26, 2024

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., Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $16 billion in insurance agency and brokerage transactions since 2014.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

JUNE 20, 2024

Sellers: Know Your Agency Knowing what you now know about the habits of most M&A buyers, the best course of action is clear: make your agency more profitable by diversifying your policy portfolio and carrier relations, hire an advisor to secure the best multiple, and prepare for an extensive deal process.

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M&A Insurance Valuation Equities 52

Cooley M&A

SEPTEMBER 16, 2022

portfolio companies of private equity firms that go public with the private equity firm retaining a significant stake or spinoffs from legacy conglomerates) often do not have comparable transfer restrictions in their charters. [2] Bill Roegge. Meredith Klionsky. Teddy Nimetz. [1] Dual-class companies that emerged in other contexts (e.g.,

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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. Portfolio trading Next up is portfolio trading. Portfolio trades have historically helped many institutions to move big blocks of risk.

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InvestmentBank.com

MAY 26, 2021

According to Pitchbook, deal volume contracted by 26% compared to Q1 2019 and featured the lowest volume since Q2 2014 [4]. The initial shock gave both buyers and sellers cold feet, resulting in a general market freeze. So where do we go from here? Analysts are at odds about what to expect in the short- and long-term of 2021 and beyond.

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Mergers and Inquisitions

JANUARY 8, 2025

Allocations: If youre young, you should invest mostly in equities, but I believe gold and silver are often good replacements for fixed income in the traditional 80 / 20 or 60 / 40 portfolios. Investing Principles: Why a High Income Trumps Everything Else Between 2009 and 2014, I did not have a traditional portfolio via a brokerage firm.

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Investment Portfolio S&P Trading 59

Mergers and Inquisitions

MAY 28, 2025

Its also much harder to find information on specific private credit deals, which may limit discussions about the firms portfolio and track record. Private credit has exploded since the 2008 financial crisis, as new regulations and capital requirements drove many large banks away from their lending activities for middle-market companies.

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Capital Market Corporation Capital Bank 59

InvestmentBank.com

MAY 18, 2021

Today, there is a movement towards utilizing molecular diagnostics and personalized medicine making a diverse portfolio of products critical. Asia’s Ascent — Global Trends in Biomedical R&D Expenditures, The New England Journal of Medicine (2014), [link] (last visited May 6, 2017). Justin Chakma et al.,

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Healthcare M&A Valuation Hospitality 40