Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Banking 52

Banking Bank Business Underwriting 52

The TRADE

JULY 24, 2023

He departs following a 35-year long career in investment management, spending 19 years at Fidelity Investments as a European portfolio manager until 2006. Following the acquisition, Rutherford spent the last 14 years as head of Europe for Federated Hermes.

Investment Manager 52

Investment Manager Management Investment Portfolio Management 52

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.

Profitability 59

Profitability Shares Investment Management 59

The TRADE

JULY 31, 2023

He spent 19 years at Fidelity Investments as a European portfolio manager until 2006. Following his stint at Fidelity, Rutherford departed to co-found Sourcecap international, an investment management company for European equities which was later acquired by Hermes International.

Asset Management 52

Asset Management Investment Banking Trading Investment Manager 52

M&A Leadership Council

FEBRUARY 21, 2024

A Well Written TSA Eases IT Transitions By William Blandford, Managing Director at Blandford Associates While many people have participated in the acquisition of a business, fewer have participated in a carve-out, a type of divestiture where a part of a business is sold.

Business 59

Business IT Mergers and Acquisitions M&A 59

Razorpay

DECEMBER 15, 2024

Customized portfolios designed to optimize returns while managing risk. Secured loans using assets like portfolios or real estate as collateral. Management fees, transaction costs, and other service charges can erode returns, particularly for those with smaller portfolios. Flexible credit lines for liquidity needs.

Banking 52

Banking Bank IT Management 52

The Deal

JANUARY 17, 2024

BTU), where two of the Paul Singer-led activist’s portfolio managers hold seats. acquisition was the single “worst deal” in the power and utility sectors during the past decade. None of the four new NRG directors are Elliott employees. billion Vivint Smart Home Inc.

Utilities 52

Utilities Shares Portfolio Management Management 52

M&A Leadership Council

MARCH 1, 2024

A divestiture isn’t merely an ‘acquisition in reverse.' Divestitures certainly share multiple attributes with acquisitions: like a conventional M&A deal, a divestiture has a specific lifecycle. Enlist the right leaders to guide divestitures, just like you do for acquisitions.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Acquisitions Business 52

Peak Frameworks

AUGUST 24, 2023

In the realm of Mergers and Acquisitions (M&A) , understanding a target company's distribution channels can shed light on potential synergies, market expansion possibilities, and operational efficiencies or bottlenecks.

Private Equity 52

Private Equity Retail Manufacturing Sale 52

The TRADE

DECEMBER 8, 2023

This has forced prime brokers to focus more on risk management and diversification of their client portfolios with increased regulatory pressures.” The market volatility has certainly been a defining feature of the year, for both clients and providers, and gave rise to opportunities for certain strategies, while costing others dearly.

Broker 113

Broker Asset Management Trading Funds 113

The TRADE

JULY 24, 2023

He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. But Eppacher began to notice a distance between himself and the day-to-day action of what was happening in the markets.

Trading 52

Trading Portfolio Management Asset Management Management 52

The TRADE

AUGUST 7, 2024

Traders, and portfolio managers, across the industry are seemingly eager to be part of these conversations – not just about the dawn of outsourcing but also when it comes to technological change across the market. Examples just from just the last six months include UK-based investment management firm Waverton – which has £9.1

Trading 59

Trading Management IT Investment Manager 59

Mergers and Inquisitions

MAY 24, 2023

Event-driven hedge funds differ from other funds because they rely on specific “hard catalysts,” such as acquisitions and divestitures. 5) Portfolio Concentration – Many special situations and distressed funds run concentrated portfolios (e.g., But lock-up periods are longer than most long/short equity funds.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Transactional Delights

DECEMBER 6, 2020

minority positions) [3] ; activists could create their own acquisition vehicles [4] ; or an activist investor could team up with a firm to support a bid. Company Transaction : an acquisition of CLGX by Cannae. That means that Cannae knew it had Senator’s backing in its ultimate hope for an acquisition. So, what is happening now?

Investors 40

Investors Shares Stock IT 40

The TRADE

JANUARY 3, 2024

The banking giant hired Ian Power from Newton Investment Management a year ago, alongside Paul Christophorou, who previously spent 19 years as a senior global trader for Odey Asset Management and Gozde Yildiz, a multi-asset trader focusing on fixed income, equities and derivatives trading. The list goes on.

Trading 64

Trading Asset Management M&A Broker 64

The TRADE

JULY 17, 2023

With Middle East and North Africa (MENA) becoming a larger part of indices and portfolio managers’ thinking, decisions will have to be taken around how best to trade these markets. Already in EMEA, we have six valid trading days.

Equities 52

Equities Trading Asset Management Management 52

The TRADE

MARCH 4, 2024

JP Morgan subsidiary Neovest has moved to expand its capabilities in the hedge fund sphere with the acquisition of investment management platform LayerOne Financial. Users will be able to send orders to their brokers, manage positions, monitor portfolios, and conduct risk assessments and compliance checks from a unified platform.

Funds 59

Funds Risk Assessment Investment Manager Broker 59

The TRADE

AUGUST 25, 2023

Byron Cooper-Fogarty, chief operating officer at Neptune, at the time highlighted that “this has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from liquidity providers such as Mizuho.”

Business 52

Business Trading Electronics IT 52

The TRADE

JUNE 2, 2025

Prior to this, she has also worked at China Merchants Securities, covering roles including fixed income portfolio manager, and credit analyst. She joins from Morgan Stanley, where she served as head of Asia credit analytics and head of China financing from November 2018 to May 2025.

Trading 52

Trading Media Corporation Equities 52

Mergers and Inquisitions

MARCH 5, 2025

Biotech Hedge Funds Definition: Biotech hedge funds bet for or against public biopharmaceutical companies, typically based on catalysts such as clinical trial results, acquisitions, and liquidations; many funds focus on early-stage companies, but some also invest in platform companies, and some also make private-market investments.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64