The TRADE

JUNE 9, 2025

Liontrust Asset Management’s trading for investment funds and institutional accounts has been officially outsourced to BNY. John Ions, chief executive of Liontrust, said: “Trading for asset managers has changed significantly over the past few years with the increasing use of automation and technological developments.

Trading 59

Trading Asset Management Collaboration Management 59

The TRADE

JANUARY 13, 2025

According to Clearwater, around 66% of its core Total Addressable Market (TAM) stems from the asset management industry, yet this accounts for just a third of its overall revenue. Specifically, the strategic plan is to introduce front-to-back platform leadership.

Business 59

Business Mergers and Acquisitions Asset Management Investment Manager 59

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. At the same time, firms are preparing for a new wave of regulatory change.

Asset Management 52

Asset Management Management Equities Trading 52

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.

Asset Management 52

Asset Management Management Trading Equities 52

The TRADE

JULY 12, 2024

Edmond de Rothschild Asset Management has appointed Regine Wiedmann as head of distribution for the DACH region. She will report directly to Marie Jacot, global head of distribution at Edmond de Rothschild Asset Management, and will be based between Frankfurt and Geneva.

Asset Management 64

Asset Management Sale Boutique Management 64

The TRADE

OCTOBER 25, 2023

Jupiter Asset Management has signed a five-year deal with asset management software provider Room Zero in order to optimise its operations across the business. The move comes as the asset manager seeks to better meet its clients’ needs and streamline operations.

Management 59

Management Asset Management Funds Retail 59

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 64

Asset Management Management Trading Sale 64

The TRADE

MAY 14, 2024

Erste Asset Management, part of Erste Group Bank, has become the latest European client to join Clearwater Analytics’ buy-side community. The development will see Clearwater aggregate multi-asset client investment data, help increase asset flows and improve client service. “We

Asset Management 52

Asset Management Business Management Portfolio 52

The TRADE

MAY 30, 2023

TS Imagine has expanded its team in the Asia Pacific with two new appointments from investment management fintech Enfusion. Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support.

Accountant 64

Accountant Portfolio Management Management Asset Management 64

The TRADE

AUGUST 28, 2023

Pictet Asset Management appointed Jade Beckmann as an equity trader. Beckmann joined Pictet Asset Management from Bloomberg, where she most recently served as a professional services sales account manager. Prior to that, she held the role of financial products equity specialist at the firm.

Bank 52

Bank Banking Asset Management Universal Banks 52

The TRADE

SEPTEMBER 27, 2024

As part of the role, Volk will focus on providing primary account coverage for Liquidnet ATS members, which includes institutional, hedge, quant, multi-strategy and index funds. Liquidnet has appointed Amanda Lee Volk as trade coverage/execution consultant for its New York desk.

Consulting 69

Consulting Trading Asset Management Sale 69

The TRADE

AUGUST 6, 2024

Saphyre’s technology manages the onboarding and maintenance of custody, broker trading, and buy-side accounts. Among the most recent names are Jupiter Asset Management, abrdn and Legal and General Investment Management. Captial Group has become the latest buy-side firm to integrate Saphyre’s technology.

Capital 59

Capital Investment Manager Asset Management Trading 59

The TRADE

SEPTEMBER 12, 2023

Grasso joined FlexTrade last year after three and a half years at Bloomberg, also with a buy-side OMS focus, most recently serving as an account manager for its AIM solution. Previously he also served across ANIMA Asset Management and Mediobanca.

Engineering 52

Engineering Asset Management Sale Media 52

OfficeHours

MAY 24, 2023

If you would like a leg up in the recruiting process, consider pursuing courses that focus on finance, accounting, statistics, mathematics, engineering, and economics. Investment banking hiring managers are looking for students who have high GPAs for what they signal about the candidate. investment banking, private equity , VC, etc.)

Investment 147

Investment Investment Banking Finance Finance 147

Software Equity Group

JUNE 25, 2025

We break down due diligence for SaaS companies into six areas of focus: Business Diligence Accounting Diligence Tax Diligence SaaS Diligence Tech Diligence Legal Diligence In this checklist, we’ll dive into each area and its importance. Consider these 11 areas of accounting due diligence.

M&A 52

M&A Business Accountant Architecture 52

Mergers and Inquisitions

JULY 19, 2023

And if you are interested in this strategy, should you even target hedge funds, or would a long-only asset management firm be better? And if you are interested in long-only investing, should you target asset management firms instead? This second trade would be much less likely at a long-only asset management firm.

Funds 52

Funds Asset Management Management Equities 52

The TRADE

FEBRUARY 9, 2024

Jumping ahead in time, covid-19 was another external factor which put a lot of pressure on asset managers in terms of how and where work was being done. For a lot of managers, FX can be considered an uncompensated risk since you’re not really being paid to manage the FX. What should firms bear in mind?

Asset Management 64

Asset Management Trading Management Accountant 64

The TRADE

JUNE 5, 2023

Stephanie Cheung was appointed as sales director, while An Hoong will work within the account management team, responsible for technical account management and client support. Cheung previously served as a strategic account manager at Enfusion, focused on APAC-based hedge funds, family offices and asset management firms.

Trading 52

Trading Accountant Capital Sale 52

The TRADE

OCTOBER 4, 2023

As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.

Portfolio Management 59

Portfolio Management Architecture Portfolio Accountant 59

The TRADE

OCTOBER 1, 2024

Currently, FX swaps account for more than half of total daily FX turnover and are the most traded instrument (in excess of $3.8 trillion per day). This deal follows LMAX’s acquisition of FX-focused execution services and data analytics provider Cürex last year.

Proprietary Trading 59

Proprietary Trading Asset Management Trading Acquisitions 59

The TRADE

JUNE 19, 2023

Previously, Williams served as an investment account manager at Northern Trust. M&G’s global asset management arm appointed Manabu Fujita as head of M&A Investments Japan. Fujita joined from Schroders Investment Management Japan, where he spent the last 15 years, most recently serving as head of sales.

Sale 64

Sale Asset Management M&A Investment Banking 64

The TRADE

JUNE 28, 2024

One prominent asset manager stated in the conversation that it still has a war room in place because “we’re now into an index rebalancing cycle, with Russell coming up it will be the highest volume of trading activity on the street – it is every single year – on 28 June.”.

S&P 59

S&P Trading Accountant Asset Management 59

The TRADE

JULY 18, 2024

It says something about the integrity of the company and the character of its leadership that they’re willing to do this, create value in the long term, and be held accountable for it.” “If For that opportunity to be realised, there needs to be better transparency and accountability of sustainability initiatives and reporting.

Trading 64

Trading Securities Accountant Capital Market 64

Razorpay

SEPTEMBER 16, 2024

Transaction Alerts and Notifications Sending real-time alerts for all account activities, including logins, trades, and withdrawals, is a crucial step toward fraud prevention. Withdrawal Limits Implement tiered withdrawal limits based on account age, trading history, and verification level.

Investment 52

Investment Funds Accountant Investors 52

The TRADE

SEPTEMBER 30, 2024

Alesi joined the asset manager from GSA Capital, where she spent the last two years. As part of the role, Volk will focus on providing primary account coverage for Liquidnet ATS members, which includes institutional, hedge, quant, multi-strategy and index funds. Prior to that, she served as an analyst at the firm.

Trading 64

Trading Sale Equities Asset Management 64

Razorpay

OCTOBER 25, 2024

SEBI requires every transaction initiated by a customer must be made from their registered bank account. This means Rupeezy had to ensure that only accounts validated and pre-registered during the customer’s onboarding process could be used for payments. The Answer?

Financial Services 52

Financial Services Accountant Bank Banking 52

Razorpay

AUGUST 9, 2023

Edelweiss Financial Services: India’s leading financial services company, providing a wide range of services to businesses, including investment banking, asset management, and wealth management. It is an accounting and banking platform that fills the gap between advanced banking solutions and finance professionals.

Bank 52

Bank Banking Business Underwriting 52

The TRADE

JULY 1, 2024

Before that, he served as vice president and relationship manager for JP Morgan’s priority asset manager clients. Wilkes began his career as an account manager at Targetbase Claydon Heeley and also held a senior analyst position at Goldman Sachs. Jefferies appointed Peter Johansson as an equity sales trader.

Bank 64

Bank Banking Sale Broker 64

The TRADE

JULY 1, 2024

Before that, he served as vice president and relationship manager for JP Morgan’s priority asset manager clients. Wilkes began his career as an account manager at Targetbase Claydon Heeley and also held a senior analyst position at Goldman Sachs.

Sale 64

Sale Banking Bank Asset Management 64

Accenture Capital Markets

SEPTEMBER 5, 2023

And only a handful of processes such as reconciliations, valuation, portfolio company information gathering and financial reporting typically account for most of the RPA opportunity. Institutional investors usually have narrower operations than banks or insurers.

Investors 94

Investors Financial Services Insurance Investment 94

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. We also expect to see a heightened demand for the pan-European clearing model, which we pioneered in cash equities, in other asset classes.

Trading 64

Trading Asset Management Equities Retail 64

The TRADE

JUNE 6, 2025

You can’t just take a market, move it to a public cloud, and forget about the ecosystem – it has to be an approach which takes into account every corner of the capital markets industry. The key to that is partnerships and technology. How is the buy-side sentiment when it comes to the partnership announcements?

Proprietary Trading 52

Proprietary Trading Capital Market Trading IT 52

The TRADE

FEBRUARY 16, 2024

What strategies are asset managers employing to pre-fund accounts and what are the associated challenges and costs? We have working groups of buy-side asset managers that are talking to each other but I haven’t heard much consensus or solutions yet. It differs. It’s going to be a challenge.

Asset Management 52

Asset Management Funds Trading Management 52

The TRADE

SEPTEMBER 18, 2023

Grasso joined FlexTrade last year after three and a half years at Bloomberg, also with a buy-side OMS focus, most recently serving as an account manager for its AIM solution. Previously he also served across ANIMA Asset Management and Mediobanca.

Bank 64

Bank Banking Stock Equities 64

Mergers and Inquisitions

DECEMBER 6, 2023

It’s 100% possible to do asset management internships (or hedge fund internships ), take the CFA , and recruit for one of these large funds – assuming it’s open to undergrads. Also, if you account for the high turnover and the lapses between jobs, the compensation may not be as great as it first appears. What About Compensation?

Funds 104

Funds Management Recruitment Portfolio 104

Razorpay

DECEMBER 15, 2024

Private banking offers common services like a current or savings account, debit and credit cards, but with a personalized approach. This limitation may lead some clients to look for alternatives, such as wealth management firms, that offer broader access to global financial instruments and opportunities. How Does Private Banking Work?

Bank 52

Bank Banking IT Management 52

Mergers and Inquisitions

MARCH 8, 2023

at a hedge fund , prop trading firm , or asset management firm and then move into a commodity role once you prove yourself. But if you can wait it out and make some huge trades as the next commodity super-cycle begins, you might not even remember the bad times – as large chunks of gold move from the ground to your bank account.

Funds 119

Funds Finance Finance Trading 119