The TRADE

JUNE 9, 2025

Liontrust Asset Management’s trading for investment funds and institutional accounts has been officially outsourced to BNY. We look forward to working with Liontrust so its investment teams can continue to access new markets and opportunities and achieve long-term success.”

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Trading Asset Management Collaboration Management 59

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.

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Accountant Portfolio Management Management Risk Management 64

The TRADE

AUGUST 6, 2024

Saphyre’s technology manages the onboarding and maintenance of custody, broker trading, and buy-side accounts. Having Capital Group, a top five financial investment management firm, join this endeavor is incredibly exciting,” said Stephen Roche, president and co-founder at Saphyre.

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Capital Investment Manager Asset Management Trading 59

Wall Street Mojo

JANUARY 17, 2024

Statement of Cash Flows Definition A Statement of Cash Flow is an accounting document that tracks the incoming and outgoing cash and cash equivalents from a business. It helps identify the availability of liquid funds with the organization in a particular accounting period.

Accountant 98

Accountant Finance Finance Profitability 98

OfficeHours

MAY 24, 2023

While a degree in finance, economics, or related fields is highly sought after, investment banks will hire candidates with a diversity of backgrounds, especially in STEM fields. Investment banking hiring managers are looking for students who have high GPAs for what they signal about the candidate. and how our process works.

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Investment Investment Banking Finance Finance 147

Accenture Capital Markets

SEPTEMBER 5, 2023

The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing. This is mostly because a large share of the total spend is related to front-office costs that RPA does not address, such as staff compensation, investment management fees and deal costs.

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Investors Financial Services Insurance Investment 94

The TRADE

JUNE 14, 2024

Saphyre’s automated intelligence enables onboarding and maintenance of custody and broker trading, alongside synchronising associated reference data in real-time.

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Broker Financial Institution Trading Investment Manager 64

The TRADE

JUNE 5, 2023

TS Imagine expanded its team in the Asia Pacific region with two new appointments from investment management fintech Enfusion. 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.

Trading 52

Trading Accountant Sale Capital 52

The TRADE

MAY 24, 2024

Millennium Advisors has partnered with fixed income software solutions provider Investortools to streamline workflows for municipal bond investment managers through digitisation. The integration is set to streamline the trading process through offering a single system for managing transactions.

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Electronics Trading Investment Manager Management 59

The TRADE

AUGUST 5, 2024

Prior to GMO, he worked as an operations specialist at Evergreen Investments and has also previously worked in a custody-related accountancy role at Investors Banks & Trust. He joins from HSBC, where he most recently he held responsibility for primary coverage on G10 rates for reserve managers and UK real money clients.

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Capital Market Investment Capital Portfolio Management 64

The TRADE

JUNE 19, 2023

Previously, Williams served as an investment account manager at Northern Trust. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. M&G’s global asset management arm appointed Manabu Fujita as head of M&A Investments Japan.

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Sale Asset Management M&A Investment Banking 64

The TRADE

JUNE 16, 2025

Redburn Atlantic Redburn Atlantic’s global execution teams have undergone a redraft with the addition of four new individuals alongside three departures, as revealed by The TRADE Among the additions is Reto Meroni who has joined Redburn Atlantic’s Zurich office to build out its execution presence with Swiss accounts.

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Capital Market Capital Investment Banking Sale 52

The TRADE

SEPTEMBER 11, 2023

Prior to this, he worked in an execution sales and account management role at Société Générale, and before that was VP of sales trading at Merril Lynch. Frédéric Benizri left TP ICAP to join financing, investment and risk management business CIC Market Solutions as a sales trader.

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Sale Management Trading Equities 64

Peak Frameworks

AUGUST 24, 2023

Robo-advisors are automated platforms that provide investment management services with minimal human intervention, such as Betterment. These can include account maintenance fees, inactivity fees, and fees for additional services like research reports or access to premium trading platforms. Variety of investment options.

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IT Trading Accountant Investors 52

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?

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Bank Banking IT Management 52

The TRADE

MARCH 27, 2024

At Tradeweb, around 67-68% of volume on its emerging markets platform was accounted for by RFM in Q4 of last year. “For The result: a boom in RFM. In some markets, regardless of whether or not you’re showing a two-way direction, thanks to the liquidity landscape, it becomes easy to work out a firm’s intentions.

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Trading Electronics IT Investment Manager 64

The TRADE

OCTOBER 31, 2024

Chicago-based head of US trading at Legal and General Investment Management (LGIM) Ryan Raymond has seen enough economic turmoil during his career to know what to do when markets turn volatile. Specialising in fixed income, specifically credit, Raymond has over two decades of trading experience under his belt.

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The TRADE

JULY 10, 2023

AFME notes that similar themes are being addressed in ongoing discussions by other policymakers, and it is important for the respective UK initiatives to take account of developments in other jurisdictions such as the US and EU.”

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Government IT Investment Broker 40

The TRADE

NOVEMBER 2, 2023

We were frequently approached by the top four accountancy firms who spoke about amazing opportunities, but I quickly realised this wasn’t the path for me. A friend suggested I consider investment banking and following a trading and sales summer placement at ABN AMRO in the City, I was instantly captivated – I had found my fit.

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Trading Portfolio Bank Electronics 64

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. The London-based trading team at Ninety One has a very particular set of skills.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

Cooley M&A

JANUARY 23, 2024

Notably in 2023, private equity firms Elliott Investment Management, Patient Square Capital and Veritas Capital acquired Syneos Health, a biopharmaceuticals solutions company, in an all-cash acquisition for $7.1 billion, while EQT acquired Dechra Pharma, a veterinary products business, in an all-cash acquisition for $6.1 billion.

M&A 52

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

Growth Business

AUGUST 3, 2023

I would always encourage a founder to come out of their comfort zone, and even pitch to investors before they’re ready,” said Adam Beveridge, investment manager at SFC Capital. Someone pitched to me before they even really wanted to pitch and said, ‘We’re not looking for funding right now.’ How long will it take?

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Funds Investors Investment Business 52

The TRADE

DECEMBER 21, 2023

Where hedge funds were the traditional users, we now see a far more diverse group of players, including managed accounts, allocators, insurance firms, family offices and sovereign wealth managers, to name but a few.”

Trading 64

Trading Management Asset Management Funds 64

JD Supra: Mergers

JULY 3, 2025

VeraNorth , founded in 2017 and based in Houston, is a private equity and investment management firm specializing in control-oriented healthcare investments. RN Express , founded in 2009 and based in New York, is a clinical staffing company serving healthcare facilities across Manhattan, New York.

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Private Equity Healthcare Equities Funds 159

The TRADE

DECEMBER 11, 2024

Harris | Oakmark, a Chicago-based investment management firm, has gone live with State Streets front-to-back servicing platform Alpha. State Street said the first phase of the integration was completed ahead of schedule, after the custodian was awarded with a middle-office mandate at the end of 2023.

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Investment Manager Retail Accountant Management 59

The TRADE

JANUARY 11, 2024

Historically, the majority of traders have typically been either accounting and finance or economics majors. Where the skillset of traders has continued to evolve, due in large part to an increasingly data-driven market, so too has the notion of subject matter expertise.

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Trading Management Investment Manager Education 80

Peak Frameworks

JULY 20, 2023

For instance, during the 2008 financial crisis, those portfolios that had a diversified asset allocation, taking into account the covariance among different asset classes, were less impacted by the sudden market crash, demonstrating the power of MPT's mathematical model.

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Portfolio Investors Finance Finance 40

FineMark

JULY 13, 2023

Note : FineMark has direct exposure to these impacts through our own proprietary equity solutions and also through our external investment managers. Additionally, many of the S&P 500 components we noted above as generating outsized returns are beneficiaries of AI, either directly or indirectly.

S&P 52

S&P Bank Banking Investment 52

Cooley M&A

JANUARY 20, 2022

trillion during 2021 – an increase of 71% compared to 2020 – and accounted for 20% of the $5.9 Tech M&A surged to a staggering $1.1 trillion(!) in the year’s global M&A deal value. Software deals dominated the 2021 tech M&A landscape. Given the surge in SPAC activity, it was inevitable that shareholder litigation would follow.

M&A 40

M&A Insurance Mergers and Acquisitions IPO 40

The TRADE

JANUARY 21, 2025

Stephen Roche Saphyres automated system manages the onboarding and maintenance of custody, broker trading, and buy-side accounts, while ensuring real-time synchronisation of reference data across them.

Broker 52

Broker Financial Institution Trading Investment Manager 52

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. billion, is set to provide the first single-instance, multi-tenant, cloud-native front-to-back platform for the entire investment management industry.

Acquisitions 52

Acquisitions Investment Manager Portfolio Management 52

The TRADE

APRIL 9, 2025

The move will see Janus Henderson manage the $45 billion investment grade public fixed income portfolio for Guardians general account, as well as more than $147 billion in fixed income assets globally. The portfolio will include investment grade corporates and securitised credit. trillion assets under management.

Insurance 59

Insurance Asset Management Portfolio Investment 59

The TRADE

DECEMBER 12, 2024

According BMLL Technologies data, bilateral trading accounted for 35% of overall notional traded as of November 2024, including request for quote (RFQ), off-book on-exchange, over the counter (OTC) and SI volumes both above and below the large in scale (LiS) threshold.

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Book-building Trading Electronics Bank 52