The TRADE

JULY 5, 2024

Milan-based O’Connor joins following almost 15 years at ACCIONA Group’s Spanish asset manager, BESTINVER. He most recently served as e quity sales trader, leveraging key knowledge of the Italian, Swiss, US and UK markets. He also previously worked for Gestnord, the brokerage arm of Banca Sella.

Sale

Global Banking & Finance

JUNE 29, 2023

Austria’s Kathrein Privatbank: Continuing to Apply the Personal Approach in its 99th Year Founded by Carl Kathrein in 1924, Kathrein Privatbank is one of the leading private banks in Austria, offering customised investment advice, asset management, financing and consulting to families, entrepreneurs and foundations.

Investment Advice

The TRADE

NOVEMBER 9, 2023

Running for its ninth year, the Rising Stars initiative, in partnership with Instinet, has recognised a number of up-and-coming talents over the years, many of whom have gone on to hold impressive roles and head up some of the largest and most successful desks across the world’s leading asset managers and hedge funds.

Trading

The TRADE

JULY 15, 2024

He also previously served as managing director at both American Express Bank International and Deutsche Bank, Argentina. Edmond de Rothschild Asset Management appointed Regine Wiedmann as head of distribution for the DACH region. Before that, she co-founded Vicenda Asset Management in Zug, Switzerland.

Asset Management

The TRADE

JANUARY 22, 2024

Imogen Hepsworth has been appointed to the desk at the London-headquartered asset manager after spending the last four and a half years at MarketAxess in a facilitation trading role. He joined the asset manager after most recently serving as a vice president in equity trading at Cantor Fitzgerald in London and New York.

Asset Management

The TRADE

SEPTEMBER 13, 2024

The move follows Groupama Asset Management and Amundi Intermediation’s strategic partnership, announced in May , which saw the firms merge their trading capacities to enhance trading efficiencies. Both moved to Amundi on 1 September, The TRADE understands.

Asset Management

The TRADE

MARCH 4, 2024

Corrigan joined LGIM in 2016 as a trader in equity and FX trading, receiving a promotion to senior trader in 2019. Previously in his career he spent a year and a half at Fideuram Asset Management Ireland as a trader in equity and derivatives and spent nearly three years at ING Eurasia ZAO in money markets roles.

Investment Manager

The TRADE

SEPTEMBER 30, 2024

Holmes joined Kepler in 2019 having previously served in equity sales trading roles at Sanford C. Alesi joined the asset manager from GSA Capital, where she spent the last two years. Luke Holmes, head of equity sales trading, US clients at Kepler Cheuvreux left the firm after five years, as revealed by The TRADE.

Trading

The TRADE

JANUARY 29, 2024

Hepsworth was appointed to the desk at the London-headquartered asset manager after spending the last four and a half years at MarketAxess in a facilitation trading role. She originally joined MarketAxess in 2019 as an operations analyst, moving into an analyst role in the fixed income venue’s Open Trading business a year later.

Asset Management

The TRADE

MARCH 4, 2024

Atkins joined Redburn Atlantic in 2004 as a sales trader having previously served for eight years at Morgan Grenfell and two years at Marathon Asset Management. Corrigan joined LGIM in 2016 as a trader in equity and FX trading, receiving a promotion to senior trader in 2019. Tony Atkins was appointed UK head of sales trading.

Asset Management

The TRADE

JANUARY 17, 2024

In 2019, Nutting was nominated by her industry peers as one of The TRADE’s Rising Stars of Trading and Execution, and just four years later, she was shortlisted for The TRADE’s coveted Buy-side Trader of the Year Award. In 2016, I joined a small European long/short firm as a fund manager’s assistant and trader.

Trading

The TRADE

SEPTEMBER 16, 2024

Elsewhere in her career, Sueng – one of The TRADE’s Rising Stars in 2019 – worked in fixed income sales at both Tullet Prebon and Newedge as well as previously serving in fixed income performance analyst roles at Amundi and Societe Generale Asset Management.

Equities

The TRADE

NOVEMBER 3, 2023

More than 200 asset managers, hedge funds and other users of outsourced trading providers voiced their opinions in this first-of-its-kind piece of research. These most recent findings therefore demonstrate a huge leap in terms of market opinion.

Trading

The TRADE

JANUARY 18, 2024

Our offering will certainly appeal to new user groups that have stricter ESG mandates and need to invest responsibly, such as asset managers who invest on behalf of endowment funds or foundations.” Average daily trading volume last year was more than 12,000 contracts, with annual trading volume roughly 5% above 2022.

Investment

The TRADE

DECEMBER 4, 2023

He re-joined the agency only broker-dealer after also previously serving as a director for almost three years from 2019 to 2022. Previously in his career, McMahon worked as a centralised dealer at Bank of Ireland Asset Management, working on the multi-asset global trading desk.

Capital Market

The TRADE

DECEMBER 22, 2023

Lastly, as active management becomes more relevant again, so too the impact a buy-side trader can have on the investment process; gone are the days of execution only dealers.  In Q3-Q4 of 2023, there was an emphasis on the cost of collateral and the strategies firms use to efficiently utilise their asset portfolios for collateral purposes.

Trading

The TRADE

AUGUST 12, 2024

He was previously head of international trading analytics and strategy at Vanguard, having joined in 2019. Whelan previously served as an equity trader at Pictet Asset Management. Miller replaces Byron Griffin in the role following his departure in May for ODDO BHF as head of execution sales and microstructure.

Equities

The TRADE

NOVEMBER 6, 2023

She joined Instinet Europe in 2019 as managing director and head of execution sales, her current role where she is responsible for the growth of new and existing client revenue. Beginning his career at Dexia Securities as a financial analyst assistant in 2002 he has since gone on to serve at CPR Asset Management, Amundi and Unigestion.

Trading

The Deal

FEBRUARY 6, 2024

“Chesapeake’s previous deals were aimed at growing the company simply for the sake of growth,” said Mark Viviano, managing partner of Kimmeridge Energy Engagement Partners, the public investment unit of private alternative asset manager Kimmeridge Energy Management Co.

Mergers

Accenture Capital Markets

JANUARY 22, 2024

Investor appetite for such investments is rapidly increasing, as banks, asset managers and large corporates all seek ways to invest in sustainability. However, every green bond faces the fundamental challenge described above: proving it’s actually green. But they’ll only invest if they have proof about where the money is going.

Investment

The TRADE

MARCH 26, 2024

When you look at some of the larger currency control moves such as Malaysia in 2016 or Argentina in 2019, they have certainly placed more eyes on internal processes and external offerings.

Asset Management

The TRADE

JUNE 5, 2023

Jenkins has been head of trading at Polar Capital for three and a half years, joining in 2019 after serving with Highbridge Capital Management for five years as its head of European trading. Cheung previously served as a strategic account manager at Enfusion, focused on APAC-based hedge funds, family offices and asset management firms.

Trading

The TRADE

NOVEMBER 9, 2023

Beasley joined Goldman Sachs to manage its new-look market structure team in 2019. In her acceptance speech, she highlighted several causes important to her including the need for greater diversity in the industry, in particular gender diversity when it comes to senior roles.

Trading

The TRADE

AUGUST 15, 2023

Our Rising Stars have long demonstrated their success, with many winners in previous years going on to head up desks and take senior positions at some of the world’s foremost asset managers, hedge funds, and institutions. Find previous years’ recognised individuals here: 2022 – 2021 – 2020 – 2019 – 2018 – 2017 – 2016.

Trading

The TRADE

DECEMBER 21, 2023

For some asset managers and hedge funds, the seemingly impossible notion of all traders not physically sitting together on a centralised desk and communicating face-to-face was all but wiped away overnight as the hybrid working setup was forcibly tested and passed with flying colours.

Trading

Mergers and Inquisitions

SEPTEMBER 13, 2023

You might wonder if these differences result in better performance for distressed funds, and the best answer is “Kind of.”

Debt

The TRADE

JULY 21, 2023

Speaking in April, Charles-Henri Berbain, managing director at TP ICAP Midcap, said: “The lack of research limits investment in SMEs but for many asset managers it is first of all the lack of secondary market liquidity that is the real problem. In June it reached 25%, the highest since early 2019. “In

Asset Management

Mergers and Inquisitions

JANUARY 31, 2024

Also, most of its outperformance came from strong results in 2004 – 2010, which is why it struggled and lost AUM and investor support in the 2011 – 2019 period. By contrast, a top multi-manager hedge fund would post more consistent results but probably wouldn’t outperform the S&P by 5% annually over 14 years.

Funds

Razorpay

SEPTEMBER 16, 2024

The industry’s growth has been remarkable—while it took five decades to accumulate assets under management (AUM) of Rs 10 lakh crore by 2013, the following six years saw this figure more than double, reaching Rs 23 lakh crore by 2019. Fast forward to August 2024, and the AUM has now surged to an impressive Rs 66.70

Investment

The TRADE

OCTOBER 9, 2024

She joined Ninety One in 2021 from Royal London Asset Management where she had been head of dealing for three years. He moved to the buy-side in 2019 for a change of pace, looking to be more holistic in his approach to execution. “The Gibson is a seasoned trader with an extensive career in markets.

Trading

The TRADE

OCTOBER 31, 2024

Finding fixed income After spending three months as a trading assistant intern at PPM America, Raymond landed his first permanent buy-side position, joining UBS Asset Management as an operations assistant in 2003. Helming the US business of one of the largest asset managers in the world through such a course is no mean feat.

Portfolio

Software Equity Group

APRIL 24, 2024

2019 saw 49 SaaS acquisitions in the manufacturing/industrial space, compared to 67 in 2023. Historically, strategic buyers have dominated the space, conducting the majority of transactions each year from 2019 to 2021. These transformative technologies run across various software domains, including ERP , EAM, MES, QMS, and SCM.

Manufacturing

Peak Frameworks

OCTOBER 30, 2023

These charges were in the spotlight in 2019 when U.S. 2019 was a notable year for trading, especially for banks like J.P. Asset Management and Private Banking While most of us are familiar with regular banking services, there's a high-end segment dedicated to the uber-rich and institutional investors.

Bank

The Deal

AUGUST 9, 2023

Sandell Asset Management and Marcato Capital, two members of the SharkWatch 50, were closed in 2019, The Deal previously reported. The SEC didn’t respond to a request for comment. Zabel also suggested that the 13D disclosure proposal conflicts with SEC rules for hostile bidders.

Investors

The Deal

JULY 24, 2023

The list, for instance, lists zero assets for Elliott, and two other prominent activists, TCI Fund Management Ltd. Sandell Asset Management and Marcato Capital, two members of the SharkWatch 50, were closed in 2019, The Deal previously reported. The SEC didn’t respond to a request for comment.

Investors

The TRADE

FEBRUARY 15, 2024

Recent trends highlight an increasing demand from asset managers, fast money, and quant funds, expediting the transition toward electronification in NDF markets,” says Patil. “As Many of the recent new launches have subsequently been centred in the region.

Trading

M&A Leadership Council

OCTOBER 22, 2023

Functions that may be outsourced include employee records and pay (HRIS and payroll systems), sales and service (CX software), customer billing (ERP and finance systems), and procurement (supply chain and asset management systems). United States of America: McGraw Hill, 2019. What is the financial impact of downsizing?

Mergers