The TRADE

JANUARY 10, 2025

MetLife Investment Management (MIM) has reached a definitive agreement to acquire three investment teams and assets managed by Mesirow, an independent financial services firm. Nearly $6 billion of assets managed by the acquired team will transfer to MIM, under the terms of the transaction.

Management

CNBC: Investing

JULY 12, 2025

Asset managers and capital markets analyst Alexander Blostein, who rates State Street a buy, calls its risk-reward profile the "most attractive" among trust banks in his coverage. " Permian Resources is scheduled to release earnings August 6, Goldman said. Financial services provider State Street Corp.,

Trading

The TRADE

JULY 10, 2025

Jupiter is set to acquire the entirety of asset manager CCLA Investment Management for a consideration of £100 million. CCLA is the largest UK asset manager focused on non-profit organisations, it currently has more than £15 billion AUM and works on behalf of charities, religious institutions and local authorities.

Investment Manager

The TRADE

JUNE 30, 2025

Kepler Cheuvreux and Unigestion have launched joint public equities asset management company, Kepler Unigestion, following the close of transaction and regulatory approvals. Specifically, the partnership is set to focus on quantitative strategies for listed equities.

Asset Management

The TRADE

JULY 24, 2025

At the time, a significant concern for asset managers was the possibility that access to, and quality of, research would be diminished. Allocating a budget down to individual teams is common practice, but for some asset managers who consume and repackage research insights centrally this would not have been an option.”

Asset Management

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

The TRADE

DECEMBER 10, 2024

Saphyre has partnered with BlackRock to integrate services with the firms end-to-end asset management platform Aladdin. Our partnership with Aladdin represents a pivotal evolution for Saphyre, building on our already extensive network of top-tier investment managers and financial institutions, said Ray Shivers, COO of Saphyre.

Financial Institution

The TRADE

JUNE 27, 2025

In a survey of 920 asset managers, asset owners, wealth managers, and insurers across North America, Europe, the UK, APAC, the Middle East, and Latin America, State Street found that nearly one-third (32%) of respondents are prioritising the use of back-office data to generate competitor intelligence and market insights.

Asset Management

The TRADE

JULY 11, 2025

Asset managers have now had eight weeks to digest the FCA’s final policy statement ( CP24/9 ) that shows that the FCA has listened to the buy-side’s concerns, and allowed for both strategy or firm-level budgeting for research,” explained Substantive.

Funds

The TRADE

DECEMBER 4, 2024

The trade associations – namely, the Association for Financial Markets in Europe (AFME), BVI (German Investment Funds Association), Bundesverband der Wertpapierfirmen (bwf), the European Fund and Asset Management Association (EFAMA) and the International Capital Markets Association (ICMA) – have released a joint statement on behalf of their members (..)

Corporation

The TRADE

JULY 4, 2025

“We’ve seen a few causes in the last two years – we’ve seen record flows out of European equities, so assets are going down, less fees coming in, and then we’ve seen a lot of fee pressure from compliance. “So So how do we do that?

Trading

The TRADE

NOVEMBER 25, 2024

“We are excited to build out this new clearing eco- system in collaboration with market participants and are already in advanced discussions with a wide variety of firms, including banks, asset managers, broker-dealers, and agent lenders – representing beneficial owners like pension funds and UCITS – to help ensure a smooth launch in the (..)

Finance

MergersCorp M&A International

JUNE 25, 2025

M&A Sale of FINMA Asset Management Regulated Portfolio Management and Trustee Activities: Providing specialized advisory for firms engaged in portfolio management of financial instruments and regulated trustee services under the Financial Institutions Act (FinIA).

Advisory

The TRADE

JULY 15, 2025

The partnership will also see Panmure Liberum serving as Nedbank CIB’s preferred execution partner for UK and European equities following, which aligns with South African legislation changes allowing asset managers to increase overseas securities allowances. Similarly, for South African equities Nedbank will act as Panmure Liberum’s preferred execution (..)

Equities

The TRADE

JULY 9, 2025

Bloomberg has partnered with Clearwater Analytics to provide a combined front-to-back investment offering for asset owners and asset managers. Laila Mirsepassi The collaboration combines Bloomberg’s investment solutions suite with Clearwater’s accounting solution and is set to support users in managing costs and reducing risk.

Investment Manager

The TRADE

JULY 14, 2025

The ‘cloud strategies in financial services’ survey includes insights from financial firms across the industry, including banks, private equity, investment management, asset management; broker dealers, hedge funds, pension funds, and more.

Investment

CNBC: Investing

JUNE 21, 2025

The central bank opted to hold interest rates steady when it concluded its two-day meeting on Wednesday. The Fed still anticipates two reductions this year , but expects higher inflation and lower economic growth ahead.

Portfolio

The TRADE

JUNE 6, 2025

HUB’s SaaS technology is increasingly being adopted by asset managers and hedge funds seeking to modernise legacy processes and scale their operations. “We are delighted to support the team at Sand Grove Capital,” added Paul Taylor, CEO of HUB.

Capital

The TRADE

JUNE 9, 2025

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. Currently, almost half of Liontrust’s investments and trading are now outside of the UK.

Trading

The TRADE

FEBRUARY 10, 2025

Further roles at Fidelity International include stints as fixed income trading business manager, senior fixed income change manager, and senior fixed income portfolio analyst. Before joining Fidelity International, Awan spent two years at Royal London Asset Management.

Consulting

The TRADE

JANUARY 7, 2025

Read more – Liquidity, its a two-way street David Barnett, founder and CEO of OptimX Markets, said: With a common client roster including some of the largest global asset managers, integrating with Charles River is an important step for OptimX in both providing greater productivity and streamlined workflows to the buy-side through our unique (..)

Broker

The TRADE

JANUARY 22, 2025

We of course cover the traditional real estate sub-sectors, but also emphasise non-traditional real estate and real estate-adjacent sub-sectors, including digital infrastructure, asset managers, car washes, and student housing, as an example subset.

Funds

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. In October, UK-based asset manager Artemis selected Northern Trust to provide outsourced trading services for its equities and derivatives activity, effective January 2025.

Trading

The TRADE

JUNE 9, 2025

Previous companies include Bloomberg Tradebook, Execution, Canaccord, C.I.M Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank.

Capital Market

Mergers and Inquisitions

JANUARY 22, 2025

public markets roles ( hedge funds , asset management , etc.), However, equity research is probably better for asset management (mutual funds) and certain hedge fund roles, such as long/short equity. If you do IB, you can get into deal-based roles ( private equity , corporate development , venture capital , etc.),

Investment Banking

CNBC: Investing

JULY 14, 2025

"We believe we had a differentiated call over the years as the company was gaining more market share in its Institutional business than we believe was widely appreciated while it had also raised more AUM than most publicly traded Alternative Asset Managers, with a substantial earnings runway ahead for that business — which we argued should also (..)

Stock

The TRADE

JULY 23, 2025

The move follows significant developments in the crypto markets in Europe in the past few months.

Asset Management

The TRADE

JUNE 18, 2025

At the time, Cboe noted that several entities were already on board, with other banks, asset managers, broker-dealers, and agent lenders having also completed final testing in preparation for clearing.

Trading

The TRADE

JULY 14, 2025

Morgan Stanley Investment Management Mark Molloy has joined Morgan Stanley Investment Management as a macro trader within the broad markets fixed income team, based in London. He is set to report to Alexander Bouzalis, managing director, and Justin Sham, head of European credit trading.

Investment Manager

The TRADE

JULY 21, 2025

So, building policy around the US model risks missing the mark.”  Read more – Rethinking market hours: Why Europe should follow behaviour, not headlines Additionally, Europe’s primary markets operate the longest continuous equity trading day in the world, with most of them running at eight and a half hours.

Trading

The TRADE

JUNE 30, 2025

Mark Molloy has confirmed his departure from Nomura Asset Management, where he most recently served as senior trader. billion deal. The move is set to expand the firm’s global capabilities and will see Nomura gain $180 billion in retail and institutional client assets across equities, fixed income and multi-asset strategies.

Asset Management

The TRADE

JULY 28, 2025

He has previously served in a range of roles at firms including Signpost Capital, Incline Global Management, Perella Weinberg Partners, Stonebrook Fund Management, and Jefferies. In his new role he is set to work closely with hedge funds and asset managers. Further new hires are expected to be made to the time imminently.

Sale

CNBC: Investing

JULY 17, 2025

This order, the people told the Journal, would call on the Department of Labor and the Securities and Exchange Commission to offer guidance to plan administrators and employers on how to include these assets in retirement plans. Asset managers have already started making inroads into the space.

Stock

CNBC: Investing

JULY 10, 2025

More In Pro Stock Picks Best Stocks: The behind-the-scenes company helping drive new innovations in our world Josh Brown 3 hours ago Finding opportunities in alternative asset managers and a bearish call on the U.S.

S&P

The TRADE

JULY 15, 2025

Having worked closely with hedge funds, asset managers and family offices, he has a clear understanding of what clients need from a trading partner. Serhan’s arrival strengthens our ability to connect with managers across regions and strategies, as demand for outsourced trading continues to grow.”

Trading

CNBC: Investing

JULY 17, 2025

By scanning for stocks making new three-month highs, I was able to identify one asset manager that has diverged from the rest. The charts of Apollo Global Management (APO) feature strong trend characteristics, improving relative strength, and supportive volume readings.

Stock

The TRADE

JULY 2, 2025

When talks of a European shift began in earnest, the asset management community was keen for Europe to shift to one day settlement as soon as possible, with the Investment Association (IA) publicly pushing for a 2026 move. Though the US shift to T+1 was relatively painless in the end, ultimately this is a different beast.

Trading