The TRADE

JUNE 9, 2025

Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank. Speaking about his new appointment, McLean said: “There is significant opportunity in both private capital markets and ECM across Australia and New Zealand and I look forward to growing the team and delivering for our clients.”

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The TRADE

JULY 17, 2024

Royal London Asset Management’s (RLAM) trading team is no stranger to change. The London-based asset manager has undergone not one but three makeovers in recent years as it continues to evolve with the demands of the street. More recently though, RLAM’s trading team has undergone another revamp.

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The TRADE

OCTOBER 22, 2024

UK-based asset manager Artemis has selected Northern Trust to provide outsourced trading services for its equities and derivatives activity, effective January 2025. The post Artemis Investment Management outsources equities and derivatives trading to Northern Trust appeared first on The TRADE.

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Global Newswire by Notified: M&A

JANUARY 27, 2025

27, 2025 (GLOBE NEWSWIRE) -- Arax Investment Partners (Arax), a premier wealth and asset management platform company backed by RedBird Capital Partners (RedBird), today announced that it has acquired Cedrus Financial (Cedrus), an established RIA headquartered in Littleton, Colorado, managing around $1 billion in assets under management.

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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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The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. Mike was building an investment team and process focused on idea generation and creative structuring. What does your role involve?

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The TRADE

JULY 10, 2024

In the first half of 2024, research budgets have increased both as a proportion of assets under management as well as in absolute terms, Substantive Research has found. As a proportion of assets managed, US budgets rose 15%, with European budgets up a more modestly by 4%.

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The TRADE

OCTOBER 19, 2023

The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.

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The TRADE

JUNE 21, 2024

The current timeline for the UK appears to include a plan being put in place in 2025 with the implementation of a T+1 settlement cycle in UK occurring no later than 31 December 2027. European asset managers moved staff to the US to manage foreign currency risks during the US 4PM to 6PM time zone rather than late at night in Europe.”

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The TRADE

JULY 26, 2023

Despite overall profits in some areas of the bank, the investment bank revenues fell by 11% in the second quarter compared to the Q2 2022 results. Net revenue for ‘fixed income, currency (FIC) sales and trading’ within the investment bank fell by 9% compared to the second quarter in 2022.

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The TRADE

JUNE 26, 2023

Speaking at The Network Forum in Athens, Tim Beckwith, head of commercial and business development, Cboe Clear Europe was asked about the rationale of the launch. “The regulatory push for products to come into clearing – not necessarily Emir, but Basel changes in 2025 – will introduce much higher risk weighted asset on lenders and borrowers in the (..)

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Accenture Capital Markets

AUGUST 23, 2022

At the same time, competition is intensifying across the industry—from traditional wealth managers, asset managers, insurers, workplace providers, independent advisors, banks and new wealth techs. This has given rise to a fierce battle for mass affluent clients in which they are presented with many more options to choose from.

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Software Equity Group

MARCH 7, 2024

About IntelligenceBank IntelligenceBank is an award-winning marketing operations and digital asset management software that helps teams better manage their business processes online. It is considered the “springboard” that providers need to realize revenue faster and form lasting partnerships.

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Software Equity Group

MARCH 7, 2024

About IntelligenceBank IntelligenceBank is an award-winning marketing operations and digital asset management software that helps teams better manage their business processes online. It is considered the “springboard” that providers need to realize revenue faster and form lasting partnerships.

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Software Equity Group

MARCH 7, 2024

About IntelligenceBank IntelligenceBank is an award-winning marketing operations and digital asset management software that helps teams better manage their business processes online. It is considered the “springboard” that providers need to realize revenue faster and form lasting partnerships.

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CNBC: Investing

JUNE 10, 2025

China trade talks Published Tue, Jun 10 2025 8:43 AM EDT Updated 3 Hours Ago Frank Holland @in/frank-holland @FrankCNBC WATCH LIVE (This is a wrap-up of the key money moving discussions on CNBC's "Worldwide Exchange" exclusive for PRO subscribers. Investors are looking for opportunities in defense stocks.

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JD Supra: Mergers

FEBRUARY 6, 2025

With the Presidential and Congressional transitions taking place this month, we expect increased investment and transactional activity in capital markets. Originally presented at the ABA Derivatives & Futures Law Committee Winter Meeting - January 30, 2025. By: WilmerHale

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The TRADE

DECEMBER 24, 2024

In the investment management sector, the diversity of challenges allows us to identify some of the most promising applications of GenAI. These are likely to result from a collaborative approach between technologists and their end users including investment professionals, legal, compliance and finance teams, among others.

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Global Newswire by Notified: M&A

MAY 27, 2025

DALLAS, May 27, 2025 (GLOBE NEWSWIRE) -- Asset Entities (Nasdaq: ASST) and Strive Asset Management today announced the signing of a $750 million private investment in public equity (PIPE), with an additional $750 million in potential financing upon the exercise of warrants, which could increase total potential proceeds to $1.5

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The TRADE

APRIL 22, 2025

Nomura is set to acquire Macquaries US and European public asset management business, in a push to expand the firms global capabilities. Through the move, Nomura will gain $180 billion in retail and institutional client assets across equities, fixed income and multi-asset strategies.

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The TRADE

MAY 20, 2025

Following the roaring success of last weeks TradeTech event, The TRADE is delighted to present the digital edition of The TRADETech Daily 2025, the official conference magazine, crammed full of news and exclusive interviews with buy-side speakers. The post The TRADETech Daily 2025 now available to view online!

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The TRADE

MAY 30, 2025

UBS Asset Management has agreed to sell its single manager hedge fund, private credit and commodities platform, OConnor to Cantor Fitzgerald. Aleksandar Ivanovic The move will see OConnors investment and support teams transferring to Cantor Fitzgeralds Asset Management (CFAM) division upon closing.

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The TRADE

DECEMBER 30, 2024

Chris Jackson, global head of equity strategy and head of equities, EMEA, Liquidnet As we look ahead to 2025, we see it as a transformative year in how and what we trade. For asset managers, maintaining quality execution expertise in this changing landscape will be critical for sustained fund performance.

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CNBC: Investing

JUNE 5, 2025

A number of real estate investment trusts made the list, including Ryman Hospitality and Sabra Health Care. It's a name that investor Jenny Harrington, CEO of Gilman Hill Asset Management, picked up after its tariff-induced sell-off. Here are some of the buy-rated names that made the cut. The former has a 4.8%

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The TRADE

DECEMBER 20, 2024

Vikesh Patel, global head of clearing, president, Cboe Clear Europe There will be greater focus in 2025 on European competitiveness, with regulators needing to strike the right balance between fostering growth, competition and innovation in clearing on one hand and maintaining regulatory oversight and financial stability on the other.

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The TRADE

DECEMBER 30, 2024

Chris Jackson, global head of equity strategy and head of equities, EMEA, Liquidnet As we look ahead to 2025, we see it as a transformative year in how and what we trade. For asset managers, maintaining quality execution expertise in this changing landscape will be critical for sustained fund performance.

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The TRADE

DECEMBER 31, 2024

Robin Mess, chief executive and co-founder, big xyt As we approach 2025, the equity trading landscape is set to evolve significantly, shaped by a confluence of technology, market behaviour, and regulatory dynamics. The post The TRADE predictions series 2025: Key insights on data appeared first on The TRADE.

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The TRADE

APRIL 9, 2025

Janus Henderson and the Guardian Life Insurance Company of America have entered a strategic partnership, whereby Janus is set to become Guardians investment grade public fixed income asset manager. Ali Dibadj The partnership is set to close by Q3 2025. trillion assets under management.

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Focus Investment Banking

APRIL 11, 2025

The first three months of 2025 had a total of 21 announced deals, which is a much higher level of activity than we saw for most of 2024. Tucker Construction.Finally, we noted that fiber engineering and construction company UniTek Global Services was acquired by BTG Pactual Asset Management. million.We

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The TRADE

MAY 29, 2025

The first trade referencing BVAL as the closing price was executed by BMO Capital Markets and Schwab Asset Management, both of whom also played a key role in developing the new tool, according to Bloomberg. Nine dealers are currently supporting the new workflow, with further liquidity providers expected to join in 2025.

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The TRADE

DECEMBER 9, 2024

.” The past year has seen multiple investment managers outsource their trading to Northern Trust. Most recently, UK-based asset manager Artemis selected Northern Trust to provide outsourced trading services for its equities and derivatives activity, effective January 2025.

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The TRADE

MARCH 5, 2025

His next role set to begin on 28 April 2025 is as yet unconfirmed. Read more: Head of UBS outsourced trading offering departs Prior to joining UBS, London-based Power served as a global multi-asset and derivatives trader at Newton IM, and before that as head of trading at Standard Life Investments.

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The TRADE

APRIL 14, 2025

S&P Global and CME Group today have signed a definitive agreement to sell post-trade solutions provider OSTTRA to investment funds managed by KKR. KKR confirmed that its focus is on increasing OSTTRAs investments in technology and innovation across its post-trade solutions platform. The deal is valued at $3.1

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The TRADE

APRIL 2, 2025

Starring on our cover for this quarter is director of equity trading at Glenmede Investment Management and winner of The TRADEs Buy-side Market Structure Expert of the Year Award 2024 at Leaders in Trading New York, Melissa Hinmon.

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The TRADE

APRIL 22, 2025

Clearwater Analytics has completed its acquisition of software-as-a-service (SaaS) solutions provider for the investment management and hedge fund sectors, Enfusion. Sandeep Sahai The deal, which was announced in January 2025 and is valued at approximately $1.5

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The TRADE

MARCH 14, 2025

speed of delivery will be key, the experience the Bondtape partners already have in delivering production-quality, consolidated market data to banks, asset managers, hedge funds, trading venues and academics differentiates our offering, said Neil Ryan, CEO-designateat Bondtape.

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The TRADE

MAY 14, 2025

As political uncertainty arises in the US, global asset managers are showing increased interest in European markets, however current industry sentiment is highlighting the need for further reform and innovation to bolster liquidity on the continent. This has also been seen across firms which are voluntarily flagging trades.

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