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

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. I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. We are nimble and agile.

Funds

The TRADE

JANUARY 7, 2025

Bilateral liquidity has increasingly found itself as the poster child of industry discussion in recent months as many alternative providers and traditional banks look to access the buy-side directly via order and execution management systems.

Broker

The TRADE

JUNE 18, 2025

Jan Treuren Cboe Clear Europe launched the clearing service in March 2025, wherein Natixis Corporate & Investment Banking acted as a principal lender against JP Morgan as a borrower, as part of the first trades cleared through the new service.

Trading

CNBC: Investing

JUNE 21, 2025

The central bank opted to hold interest rates steady when it concluded its two-day meeting on Wednesday. " Dangoor said he expects the central bank to remain on hold at next month's meeting, but believes a path could open up for it to resume rate cuts later this year if the labor market weakens.

Portfolio

CNBC: Investing

JULY 14, 2025

Analyst Devin Ryan downgraded the big bank to market perform from market outperform. He also removed his $600 price target, which implied a 14.9% decline from Friday's close. "At $700+ today, we believe much of our thesis has played out and the bar is now much higher for another leg up," the analyst wrote.

Stock

The TRADE

JULY 14, 2025

Previously in his career, he spent nearly eight years at 7IM in a data and documentation administration role and later as a senior multi-asset trader. Bank of America Merrill Lynch Paul Kilfoy has joined Bank of America Merrill Lynch as director, senior sales trader.

Investment Manager

The TRADE

JUNE 9, 2025

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

Capital Market

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. Traditionally, banks gave away equity research reports for free to incentivize large clients to trade with the bank.

Investment Banking

The TRADE

JULY 15, 2025

UBS was one of the largest outsourcing firms by number of clients, with the bank reportedly having had around 100 clients. Having worked closely with hedge funds, asset managers and family offices, he has a clear understanding of what clients need from a trading partner.

Trading

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. "Mgmt.

Stock

The TRADE

JULY 8, 2025

In his new role, Fidance will be based out of London, where he is set to expand access new markets and liquidity, and enhance product and distribution as well as engagement with local and international asset managers.

Equities

The TRADE

NOVEMBER 13, 2024

Artificial intelligence (AI) and innovation have become synonymous in recent times, with the promise of more efficiency than ever before without breaking the bank clearly proving too good to resist. Optimistic market sentiment Market sentiment around the use cases of AI across asset classes is very much on the up.

Trading

The TRADE

DECEMBER 31, 2024

Weve learned over the years, with CSDR in the EU and T+1 in the US, that the implementation of tactical workarounds to manage settlement operations leads to higher costs and inefficiencies over the long term.

Trading

The TRADE

APRIL 29, 2025

The solution, called SIX Fixed Income Data, is designed to provide banks, asset managers, wealth managers and hedge funds globally with reliable fixed income data, based off an array of information sourced from global markets. The provider has said that the offering will give clients access to data for 3.6

Asset Management

The TRADE

APRIL 16, 2025

. “[] We have again proven our ability to provide innovative, reliable and scalable solutions tailored to the needs of digital asset markets, as well as leading banks, exchanges, asset managers and trading firms.”

Collaboration

CNBC: Investing

JULY 11, 2025

Asset management heavyweight BlackRock is among these names. Financials have been strong this year as investors hold faith that President Donald Trump's administration will ease deal-making regulations and bring back greater domestic manufacturing — both of which could give greater business to investment banks.

S&P

CNBC: Investing

JUNE 5, 2025

The names also have a Bank of America dividend rating of 7, which means the payouts are stable or likely to go up. 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. million beat the $178.4

Stock

Global Newswire by Notified: M&A

JUNE 25, 2025

About Apollo Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity.

Corporation

CNBC: Investing

JULY 23, 2025

The investment bank initiated coverage of the crypto-linked stock on Tuesday with a buy rating and $35 price target, implying about 20% upside over the next 12 months from Tuesday's close.

Media

CNBC: Investing

JUNE 11, 2025

7528 @JeffCoxCNBCcom WATCH LIVE Key Points In a social media post Wednesday morning on X, Vice President JD Vance echoed his boss's urging that the central bank ease monetary policy. Morgan Asset Management. The statement followed a Bureau of Labor Statistics report showing that the consumer price index increased just 0.1%

Media

The TRADE

JUNE 6, 2025

When it comes to adopting the cloud therefore, we have to think about where to take the whole ecosystem – if you compare a bank and a buy-side firm adopting the cloud, it’s a very different ballgame. Another driver is regulation, where it’s taken some time for the cloud conversation to gain traction in certain markets.

Proprietary Trading

The TRADE

JULY 22, 2025

The UK’s first regulated digital securities exchange, Archax, is set to acquire Germany-based digital asset manager, Deutsche Digital Assets (DDA), as part of a push to expand the exchange’s EU footprint.

Acquisitions

CNBC: Investing

JUNE 29, 2025

" Another reason for Nvidia's recent lag may be that the stock has been a victim of its own success, said Gene Munster, co-founder of Deepwater Asset Management. "Sometimes with these big megacap tech stocks and names that have had incredible runs, you do have to digest those gains."

Shares

Software Equity Group

JUNE 25, 2025

Cash During diligence, the seller should provide all documentation related to bank reconciliations, agreements, and indentures related to borrowing money or mortgaging any company assets. Accounts Receivable To ensure the company is being paid by customers, a ledger of accounts receivable is examined.

M&A

Focus Investment Banking

JULY 2, 2025

With over two decades of agricultural finance experience—including leadership roles at Rabobank and Bank of the West—Sean offers expert insights on crop performance, supply-demand dynamics, and key drivers affecting producers and agribusiness investors alike.

Asset Management

Focus Investment Banking

JUNE 13, 2025

I did meet Josh junior year at in London and I, but I went to work in finance as well at UBS and made a career of in the wealth and asset management space roughly 2 years ago. How are you standing out in the noise without, I imagine, hopefully breaking the bank? Collision repair is a different type of business.

Business

Focus Investment Banking

JUNE 30, 2025

With over two decades of agricultural finance experience—including leadership roles at Rabobank and Bank of the West—Sean offers expert insights on crop performance, supply-demand dynamics, and key drivers affecting producers and agribusiness investors alike.

Asset Management

CNBC: Investing

JULY 6, 2025

" Bitcoin treasury companies are a new crop of publicly-traded companies that hold or, in many cases now, plan to hold bitcoin as the primary asset on their balance sheets.

Investors

JD Supra: Mergers

AUGUST 9, 2024

The proposal would establish stricter oversight of certain transactions and responds to concerns that large asset managers may be exerting influence on FDIC-supervised institutions. By: Latham & Watkins LLP

Bank

JD Supra: Mergers

AUGUST 29, 2024

On July 30, 2024, the Federal Deposit Insurance Corporation (FDIC) issued a notice of proposed rulemaking (NPR) that would expand the FDIC’s role under the Change in Bank Control Act of 1978 (CBCA). The NPR was adopted by a 3-to-2 vote, with Vice-Chair Travis Hill and.

Bank

The TRADE

MARCH 12, 2024

Digital Asset’s blockchain network Canton has completed a pilot involving a large group of major investment banks and asset managers demonstrating interoperability of independent distributed ledger applications (dApps) in the capital markets domain.

Asset Management

CNBC: Investing

OCTOBER 4, 2023

The bank reiterated a buy rating on the stock.

Asset Management

Global Banking & Finance

DECEMBER 5, 2023

China Asset Management Co., Recognized with Two Key Accolades in the 2023 Global Banking & Finance Awards® China Asset Management Co., For the fourth consecutive year, Global Banking & Finance Review has recognized ChinaAMC as the “Asset Management Company of the Year” in China for the 2023 […]

Asset Management

The TRADE

MAY 22, 2024

Eurex has welcomed Santander Asset Management as a global player in its listed FX segment. Imanol Urquizu The Spanish asset manager has begun to expand its FX futures business to Eurex, supported by Banco Santander as clearing member and Deutsche Bank as liquidity provider.

Asset Management

Financial Times - Banking

APRIL 21, 2025

Japanese banks chief says deal will help it reach its goals of investing in stable, high-margin businesses

Asset Management

The TRADE

MARCH 14, 2024

More than a third of FX trades from European asset managers would have to settle outside CLS following the US shift to T+1 and therefore carry increased risk, a leading association has found through new research. T+1 implementation today does not represent an absolute reduction of risk in the system.

Asset Management