JD Supra: Mergers

AUGUST 29, 2024

On July 30, 2024, the Federal Deposit Insurance Corporation (FDIC) issued a notice of proposed rulemaking (NPR) that would expand the FDIC’s role under the Change in Bank Control Act of 1978 (CBCA). The NPR was adopted by a 3-to-2 vote, with Vice-Chair Travis Hill and. By: Morrison & Foerster LLP

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Banking Bank Insurance Asset Management 200

JD Supra: Mergers

MARCH 8, 2024

A recent government initiative announced on March 5, 2024 signals that more antitrust scrutiny for private equity firms and asset managers is on the horizon.

Private Equity 189

Private Equity Equities Healthcare Asset Management 189

The TRADE

JANUARY 14, 2025

UK asset manager Liontrust Asset Management is exploring outsourcing parts of its trading to BNY, according to an update released this morning. Liontrust was awarded the Multi-Asset Trading Desk of the Year and Mid-Cap Trading Desk of the Year by The TRADE in 2022 and 2017 respectively.

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Trading Asset Management Management Collaboration 59

The TRADE

JANUARY 26, 2024

Aleksandar Ivanovic UBS has chosen Aleksandar Ivanovic to succeed Suni Harford as president of asset management upon her departure, with the appointment effective from 1 March. Prior to this most recent appointment, was head of client coverage and head of the EMEA and Switzerland regions for asset management.

Asset Management 59

Asset Management Management Trading Acquisitions 59

The TRADE

JANUARY 4, 2024

Institutional investors, asset managers and hedge funds are invited to rate the service, features and capabilities of their algo providers in The TRADE’s 2024 Algorithmic Trading Survey. The post The TRADE launches the Algorithmic Trading Survey for 2024 appeared first on The TRADE.

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Trading Funds Asset Management Equities 111

CNBC: Investing

DECEMBER 19, 2023

The Gilman Hill Asset Management CEO believes Cisco offers a way to invest in the "bones of AI" because it makes essential networking hardware.

Asset Management 109

Asset Management Investors Investment Management 109

Global Banking & Finance

FEBRUARY 27, 2024

Asset management outlook: Thriving through uncertainty in 2024 By Ronald S. Niemaszyk, Principal – Wealth & Asset Management Industry Practice at Wipfli. The stakes are higher now that the last bull market […]

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Asset Management Management Economics IT 40

The TRADE

DECEMBER 27, 2023

Ray Tierney, president of Broadridge Trading and Connectivity Solutions (BTCS) Data driven thinking and the integration of digital technology will reshape industries and propel companies forward heading into 2024. Michelle Tran, president, TMX Datalinx Demand for high-quality and differentiated data products will intensify in 2024.

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Trading Investment Engineering Asset Management 122

The TRADE

SEPTEMBER 21, 2023

Asset managers are focusing on costs and value, and in turn are not prioritising investment research budgets as the prospect of rebundling looms, a new buy-side study by Substantive Research has found. The post Asset managers not prioritising research budgets as prospect of rebundling looms, study finds appeared first on The TRADE.

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The TRADE

AUGUST 2, 2024

BNP Paribas has entered into a definitive agreement to acquire 100% of AXA Investment Managers – representing around €850 million in assets under management – for just over €5 billion. The deal is set to include an agreement for BNP Paribas’ long term management of a large part of AXA’s assets.

Asset Management 59

Asset Management Investment Manager Management Investment 59

The TRADE

DECEMBER 19, 2023

Martin Hendry, deputy head of trading, Liontrust Asset Management As we peer into the crystal ball for 2024 trading, a notable shift is anticipated with the adoption of T+1 settlement for US equity transactions. What challenges will Asian and European asset managers face with their FX overlay process?

Trading 69

Trading Asset Management Investment Manager Management 69

The TRADE

OCTOBER 7, 2024

The TRADE is delighted to announce the Rising Stars of Trading and Execution for 2024, in collaboration with Instinet – a celebration of up and coming talent on the buy-side. Previously recognised individuals have gone on to head up some of the largest and most successful desks across leading asset managers and hedge funds.

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Trading Asset Management Equities Investment Manager 59

The TRADE

OCTOBER 22, 2024

The post Asset management association pushes for Europe to switch to T+1 in 2026 appeared first on The TRADE.

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Asset Management Management Trading Capital Market 59

Global Newswire by Notified: M&A

JUNE 24, 2024

Westford, June 24, 2024 (GLOBE NEWSWIRE) -- SkyQuest projects that the enterprise asset management market will attain a value of USD 7.74 during the forecast period (2024-2031). billion by 2031, with a CAGR of 8.2%

Asset Management 45

Asset Management Management Architecture Business 45

The TRADE

NOVEMBER 20, 2024

Beginning his career in 1984 as an FX trading manager at Cargill, based in Chicago, his career spans four decades. After 10 years in his first role, Royal moved to SJO Asset Management where he spent two years as a senior global trader based in Geneva. He then headed to John W.

Trading 52

Trading Advisory Equities Asset Management 52

The TRADE

SEPTEMBER 27, 2024

The TRADE is delighted to announce the shortlists for the Leaders in Trading 2024 Buy-Side Awards, in partnership with SIX Swiss Exchange. The post Leaders in Trading 2024: Buy-side shortlists revealed, voting now open appeared first on The TRADE. The wait is over. Voting will close on Friday 18 October.

Trading 52

Trading Asset Management Investment Manager Management 52

The TRADE

JULY 13, 2023

The US move to T+1 settlement was passed through in a bid to increase the efficiency of market operations, however an Acuiti report has stated that 53% of asset managers believe that the move will not make US equities more attractive. European authorities are preparing EMIR 3.0

Asset Management 52

Asset Management Management Equities Trading 52

The TRADE

DECEMBER 22, 2023

We have seen new entrants into the block space in 2023, and I see further appetite in 2024 as buy-side traders seek safer and larger block liquidity – I foresee “superblock” venues and an increase in capital provision. For all these reasons, I expect the voluntary adoption of ESTR based products to continue into 2024 and beyond.

Trading 64

Trading Asset Management Management Bank 64

The TRADE

JANUARY 8, 2024

Digital platform FactSet is set to integrate LoopFX into its foreign exchange execution management system (EMS) platform – Portware, with go-live set for H1 2024.

Trading 114

Trading Asset Management Engineering Management 114

The TRADE

FEBRUARY 20, 2024

At the TradeTech FX US conference in Miami last week, a panel of experts including some of the largest asset managers gathered to discuss what the market is prioritising when asking the ever-hot topic of ‘buy versus build,’ sharing their perspectives and empirical advice for 2024 and beyond.

Asset Management 59

Asset Management Management Architecture Trading 59

The TRADE

DECEMBER 29, 2023

Balraj Bassi, co-founder and chief executive officer, Tradefeedr Data analytics in financial markets has reached the point where clients have access to complete global data sets, and we see 2024 as the year where this will drive change in how counterparties interact and in automating trading workflows.

Trading 64

Trading S&P Asset Management Collaboration 64

Global Banking & Finance

JANUARY 31, 2024

2024 needs to be the year of high-quality data. By Tim FitzGerald, Financial Services Manager, InterSystems Banks and financial institutions need to make 2024 the year of higher-quality data.

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Financial Institution Risk Management Asset Management Financial Services 45

The TRADE

JANUARY 2, 2024

Eric Heliene, head of buy-side trading desk, Groupama Asset Management  The intensification of financial regulation is a fundamental trend transforming the asset management ecosystem. The planned transition to T+1 settlement in 2024 and the forthcoming revision of Mifid II are poignant examples of this.

Trading 64

Trading Asset Management Equities Retail 64

The TRADE

DECEMBER 18, 2023

As the choice to remain unbundled will be permitted, it might be a slow process for asset managers to make any material changes unless we see larger buy-side firms take the lead on this development. Despite the ongoing uncertainty for participants, 2024 promises to be another eventful year for Pan-European market structure.

Trading 64

Trading Consulting Asset Management Funds 64

The TRADE

DECEMBER 18, 2023

RBC BlueBay Asset Management The market is already pricing in rate cuts in Q1 although I, along with many others, don’t believe they will begin before the end of H1. This uncertainty will lead to heightened equity volatility in 2024. We think that this trend is likely to be sustained or even accelerated in 2024.

Trading 64

Trading Banking Bank Investors 64

The TRADE

MARCH 21, 2024

Her extensive experience delivering liquidity to some of the largest global asset managers will be integral as we launch OptimX’s liquidity management technology across the US and EMEA.” “We are incredibly excited to welcome Michelle to the team,” said Peter McStay, head of EMEA for OptimX.

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Sale Asset Management Trading Management 111

The TRADE

JUNE 9, 2025

Sinet brings 10 years of trading experience to his new position and previously worked as a credit trader at Mizuho from April 2023 to November 2024.   Kepler Cheuvreux   Henri Sinet has joined Kepler Cheuvreux in a senior credit sales role. Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank.

Capital Market 52

Capital Market Trading Equities Asset Management 52

The TRADE

OCTOBER 17, 2024

Eric Heleine, head of the buy-side trading desk at Groupama Asset Management, is set to step away from the firm before the end of the year, The TRADE has learnt. His departure comes in the wake of the new Groupama-Amundi partnership – which he has led for the last two years.

Asset Management 59

Asset Management Trading Management Shares 59

Global Banking & Finance

JULY 29, 2024

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

Capital 52

Capital Investment Advice Asset Management Finance 52

The TRADE

JANUARY 14, 2025

UK asset manager Liontrust Asset Management is exploring outsourcing parts of its trading to BNY, according to an update released this morning. Liontrust was awarded the Multi-Asset Trading Desk of the Year and Mid-Cap Trading Desk of the Year by The TRADE in 2022 and 2017 respectively.

Trading 52

Trading Asset Management Management Collaboration 52

CNBC: Investing

JUNE 7, 2024

Apollo Asset Management Co-President Scott Kleinman had a more contrarian view: He said he'd be betting against any rate cuts in 2024.

Private Equity 56

Private Equity Asset Management Equities IT 56

The TRADE

JULY 19, 2024

What is driving the purported ‘comeback’ of traditional asset managers? This alone was enough to make institutional asset managers wary of making moves. However, macroeconomic uncertainty, particularly due to historic inflationary pressures and rising yields, kept traditional asset managers cautious.

Asset Management 64

Asset Management Retail Trading Management 64

Solganick & Co.

SEPTEMBER 2, 2024

September 2, 2024 – The software mergers and acquisitions (M&A) marketplace has been bustling with activity in the first half of 2024, reflecting the sector’s robust growth and strategic consolidations. So far in 2024, several high-profile transactions set the tone for the year. billion buyout of Nuvei.

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Mergers and Acquisitions Acquisitions Mergers M&A 52

Global Newswire by Notified: M&A

NOVEMBER 26, 2024

26, 2024 (GLOBE NEWSWIRE) -- Abacus Life, Inc. ORLANDO, Fla.,

Actuary 40

Actuary Management Asset Management Acquisitions 40

Global Newswire by Notified: M&A

SEPTEMBER 24, 2024

CHICAGO, Sept.

Equities 45

Equities Asset Management Management IT 45

The TRADE

JUNE 26, 2024

In fact, overall, 2024 has proved to be a banner year for algorithmic trading providers, with the overall rating for performance sitting at 5.86 – significantly higher than 2023 and demonstrating the highest survey average from hedge fund respondents since we began tracking their results separately in 2016.

Funds 114

Funds Trading Broker Consulting 114

Global Newswire by Notified: M&A

SEPTEMBER 5, 2024

05, 2024 (GLOBE NEWSWIRE) -- Alpha Financial Markets Consulting (“Alpha”), a leading global provider of specialist consulting services to the financial services industry, has acquired White Marble Consulting (“White Marble”), a specialist marketing consultancy firm to asset management, wealth management and alternatives clients.

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Consulting Asset Management Financial Services Acquisitions 49