Peak Frameworks

JANUARY 15, 2024

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year. Wilfrid Laurier University Investment Banking Placement Wilfrid Laurier University is a public research university located in Waterloo, Ontario.

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Mergers and Inquisitions

JANUARY 10, 2024

If you want to read angry comments and long threads with plenty of insults, you can’t go wrong with the wealth management vs. investment banking debate. These individuals are usually “high net worth” (HNW), meaning an average of $5 – $10 in assets, but it could be as low as $1 million.

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The TRADE

JULY 31, 2023

Deutsche Bank has re-entered the local DCM in South Korea as it expands its investment banking capabilities in the region in a bid to support its local clients in accessing global debt capital markets. It also provides asset management services to its South Korean clients through Deutsche Bank subsidiary, DWS.

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The TRADE

OCTOBER 2, 2023

James Hilton was appointed multi-asset managing director in RBC’s low touch team, joining from Credit Suisse, where he had been serving as head of sales for EMEA for the bank’s advanced execution sales (AES) team. Prior to joining Credit Suisse in 2006, Hilton spent six years at UBS Investment Bank as a director.

Asset Management 64

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The TRADE

NOVEMBER 20, 2023

Umair Khan Marwat joined Millennium as a trader, following almost two and a half years at Balyasny Asset Management. Hong Kong-based Marwat previously worked at Credit Suisse, focused on AES, algorithmic, and direct market access (DMA) trading, before joining Balyasny Asset Management in 2021 as a trader.

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Peak Frameworks

AUGUST 16, 2023

schools when it comes to finance and investment banking placement. Of note, Cox has a dedicated Alternative Asset Management Program , which is a consistent feeder into great finance and investing jobs. The Alternative Asset Management program exposes students to industry speakers and practical investing classes.

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American Banker - Investment Banking

JANUARY 16, 2024

The Wall Street giant did a lot of backtracking last year, abandoning its plans to become a bank for everyone. Now it's refocusing on growing its tried-and-true businesses of dealmaking and asset management.

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The TRADE

JANUARY 23, 2024

Throughout his career, UAE-based Darwish has also worked as sales trader at investment banks Credit Suisse and Commercial International Bank (CIB). GTN serves brokers, banks, asset managers, and fintech clients.

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MergersCorp M&A International

NOVEMBER 1, 2024

Valuing an asset management company (AMC) is a multifaceted endeavor that requires a nuanced approach. Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations.

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The TRADE

AUGUST 2, 2024

Specifically, the new entity would be a leading player in long term savings assets for insurers and pension funds, BNP Paribas said in its Thursday statement. Consolidation Most recently we saw ABN AMRO confirm it was set to acquire German private bank, Hauck Aufhäuser Lampe (HAL) from Fosun International in May.

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Mergers and Inquisitions

AUGUST 23, 2023

Almost nothing is worse than recruiting for investment banking internships , winning an offer, preparing , completing the internship, and then not getting a return offer. All the large investment banks – bulge brackets , elite boutiques , and middle-market firms – use internships as a recruiting tool for Analysts and Associates.

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The TRADE

NOVEMBER 14, 2023

As asset managers continue to look for ways to fully capitalise on data, a new SIX report has found that almost half view data velocity as the key challenge in enabling analytics to drive growth. These individuals work across financial institutions, asset managers, wealth managers, investment banks, and asset servicers.

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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.

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Focus Investment Banking

APRIL 1, 2024

Washington, DC, (April 1, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that CMI Management , an organization that provides facilities and asset management services primarily to government agencies, has been acquired (..)

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The TRADE

AUGUST 30, 2023

Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, The TRADE can reveal. Union is bolstering its digital assets division, The TRADE understands.

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World Finance

JULY 5, 2024

Discover how KBC Asset Management is leading the charge in sustainable investing, integrating ESG principles into its strategies, and pioneering responsible investment solutions for a better future

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Razorpay

AUGUST 9, 2023

Regular individuals have retail banks. Huge corporations have investment banks. The answer: Merchant banks. Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. What is a Merchant Bank? billion).

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The TRADE

SEPTEMBER 4, 2023

Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, as revealed by The TRADE. His new role is not yet public but will be communicated in due course.

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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.

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Global Banking & Finance

AUGUST 1, 2023

Hemera Capital Partners: Identifying Diverse Opportunities Too Big To Be Ignored Geneva-based Hemera Capital Partners (HCP) is an independent asset management and investment banking firm with a focus on Southern Africa.

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The TRADE

FEBRUARY 27, 2024

Torstone is a global SaaS platform for post-trade securities and derivatives processing technology, originally built by and for a global investment bank. The fintech was founded in 2011 with originator and CEO Brian Collings still chief executive and chairman today.

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The TRADE

JUNE 9, 2025

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

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Peak Frameworks

OCTOBER 30, 2023

While the term "bank" may conjure a monolithic image, the reality is far more nuanced. The world of banking can be broadly divided into: Retail Banks: Think of your local branch where you have your checking and savings accounts. For example, Wells Fargo and Bank of America are giants in this space. interest annually.

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The TRADE

JULY 26, 2023

Deutsche Bank has reported a €2.3 The bank posted an 11% increase year on year in net revenues for the second quarter at €7.4 The results represent the highest revenue for a second quarter since 2016, said the bank, with revenue for the first half of the year up 8% overall – at €15.1

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Razorpay

DECEMBER 15, 2024

What is Private Banking? Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth.

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The TRADE

JUNE 7, 2024

Credit Suisse has signed an agreement to sell its majority stake in Credit Suisse Investment Partners (CSIP), owned by Credit Suisse Asset Management. CSIP segment manages funds and associated mandates – including convertible bond funds – with a total of CHF 1 billion in assets under management.

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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 52

Asset Management Finance Finance Investors 52

The TRADE

MAY 16, 2024

A DWS Group senior equity trader has departed for pastures new after over 16 years at the asset manager, The TRADE can reveal. Alex Cotar has left the asset management arm of Deutsche Bank to join Bankhaus Metzler as an equity sales trader, according to an update on social media.

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The TRADE

JULY 24, 2023

Before that, he worked at Bank of America for 11 years, most recently as head of North American equity client solutions sales and structuring. Elsewhere, Gleave previously served as head of equity solutions for EMEA at Nomura and has also held senior positions at investment banks Morgan Stanley Bank of America, and Lehman Brothers.

Asset Management 52

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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 52

Asset Management Finance Finance Investors 52

The TRADE

APRIL 29, 2024

He originally joined Liberum eight months ago from Numis Securities – now Deutsche Numis, following its acquisition by the bank last year. Joe Wald, BMO Capital Markets’ managing director and co-head of electronic trading left the bank, departing after four years in his most recent role, according to an update on his social media.

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The TRADE

JULY 18, 2023

Bank of America has reported a strong second quarter and first half of the year overall, despite its global wealth and investment management total revenue decreasing 4% to $5.2 The bank also highlighted that lower than average transactional volumes had contributed to lower asset management and brokerage fees.

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The TRADE

JANUARY 8, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). He originally joined the asset manager as an investment operations analyst in 2020. Previously in his career, he spent a year as an operation analyst at Liquidnet.

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The TRADE

APRIL 8, 2024

Previously in his career, Siegel served as head of European credit sales and trading at MUFG, as well as head of investment grade credit trading at RBC Capital Markets. Other previous tenures include credit trading roles at both Barclays Investment Bank and Credit Suisse.

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The TRADE

MAY 20, 2024

Prior to this, he spent more than eight years at Societe Generale Corporate and Investment Banking (SGCIB), working across multi asset sales and trading, hedge fund sales, and prime brokerage. DWS Group senior equity trader, Alex Cotar, departed for pastures new after over 16 years at the asset manager.

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The TRADE

OCTOBER 25, 2023

Historically, banks have dominated the provision of solutions and execution services to the buy-side,” said Mike du Plessis, global head of listed derivatives at Liquidnet. With connectivity, staging, algo execution and execution performance management becoming increasingly commoditised, the battle to differentiate has moved to new grounds.

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The TRADE

MARCH 22, 2024

Elsewhere in his career, Tan served at Maybank Investment Banking Group in an equity sales trading role. In November, Umair Khan Marwat joined Millennium as a trader , following almost two and a half years at Balyasny Asset Management.

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