Mergers and Inquisitions

MAY 24, 2023

5) Portfolio Concentration – Many special situations and distressed funds run concentrated portfolios (e.g., All the large multi-manager funds , such as Millennium, also use event-driven strategies to some extent. Schoenfeld Asset Management (PSAM), Pentwater, Silver Point, Anchorage, and King Street.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. In Europe, for our style of business we don’t use portfolio trading that much.

Trading 64

Trading Electronics Portfolio IT 64

The TRADE

DECEMBER 21, 2023

For some asset managers and hedge funds, the seemingly impossible notion of all traders not physically sitting together on a centralised desk and communicating face-to-face was all but wiped away overnight as the hybrid working setup was forcibly tested and passed with flying colours.

Trading 64

Trading Management Funds Asset Management 64

Growth Business

JUNE 2, 2023

We built a less eclectic portfolio.” Notable businesses the VC has backed in the past include “soonicorn” digital assets start-up Copper and an exit in Delivery Hero. Current start-ups in the VC’s portfolio include London-based real estate start-up Plentific , which offers automation solutions to manage real estate operations.

Funds 59

Funds Investment Capital Engineering 59

The TRADE

OCTOBER 9, 2024

She joined Ninety One in 2021 from Royal London Asset Management where she had been head of dealing for three years. If I saw a value of an opportunity in terms of part of the book of business being outsourced I would have to consider it. Gibson is a seasoned trader with an extensive career in markets.

Trading 59

Trading Bulge Bracket Asset Management Banking 59

The TRADE

AUGUST 7, 2024

As Rebecca Crowe, managing director and chief operating officer, BNY Mellon Markets, previously told The TRADE, “Years ago, it was the middle-office who were contemplating outsourcing and people couldn’t even consider that you would allow somebody into your books and records in that way.” were in $50-100 billion and another 2.5%

Trading 59

Trading Management IT Investment Manager 59

The TRADE

SEPTEMBER 23, 2024

These guys are valuable because of the market they’ve been covering, they know the ins and outs and know how to play the book,” said Armon-Jones. The audience vote prior to the discussion swayed 69% in favour of Lucero’s hypothesis, with all to play (argue) for. “ He added: “Traders need to be able to have a view.

Portfolio Management 45

Portfolio Management Management Trading Asset Management 45

The TRADE

JULY 24, 2023

Werner Eppacher has spent the entirety of his two-decade financial career with German asset manager DWS Group, catching his first glimpse of a trading floor as an intern for Deutsche Bank in 2003. “A Can you imagine an asset manager increasing the management fee for an ETF?

Trading 52

Trading Portfolio Management Asset Management Management 52

Mergers and Inquisitions

JANUARY 10, 2024

The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financial markets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. Think: benchmarking portfolios rather than modeling companies.

Investment Banking 59

Investment Banking Management Banking Bank 59

Mergers and Inquisitions

APRIL 24, 2024

Energy Consulting to Asset Management: Consulting is closer to finance than engineering, but a pre-MBA internship would still be useful because AM firms recruit relatively few MBAs and normally want people with finance experience. You’d learn some required skills and get solid talking points for your “ story.”

IT 59

IT Investment Banking Recruitment Finance 59

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. The software provides features for access control, asset management, eLearning, and predictive analysis.

Investment 52

Investment Management Acquisitions Business 52

The TRADE

OCTOBER 18, 2024

Additionally, we remain vigilant in working with emerging talent early and providing them differentiated resources across consulting capital introductions, talent management, technology and client service to help these new entrants launch their businesses successfully.” And we’ve seen some significant launches this year in that space.

Funds 69

Funds Broker Banking Bank 69

The TRADE

OCTOBER 18, 2023

Meanwhile, Cboe expanded the trading period for its high yield and investment grade corporate bond futures to 23 hours per weekday, in June, to help investors manage their credit portfolios. The exchange also made multiple senior appointments to support growth strategies within the business.

Trading 59

Trading Stock Retail IT 59

The TRADE

FEBRUARY 24, 2025

SimCorp has entered into a strategic partnership with LSEGs SaaS platform, Yield Book, to integrate the offering into its Axioma Risk analytics suite. These capabilities aim to help institutional investors to address risk factors that are specific to this asset class and help them make better investment and risk decisions.

Book-building 64

Book-building Risk Management Asset Management Debt 64

CNBC: Investing

JUNE 5, 2025

It's a name that investor Jenny Harrington, CEO of Gilman Hill Asset Management, picked up after its tariff-induced sell-off. The locations are usually booked out two to five years in advance, and the company has huge cancellation fees, Harrington noted. But their dynamics are completely different," she said in April.

Stock 64

Stock Banking Bank Hospitality 64

The TRADE

APRIL 30, 2025

I ran to the bookstore within the first week of working on the exchange and I bought books on the market like Inside the Fed and ‘a Barron’s guide to financial definitions’, and I just ate it all up, she explains. At some point in time, we’re going to be left with maybe eight or nine asset managers in the country.

Trading 52

Trading Retail Equities S&P 52

The TRADE

FEBRUARY 7, 2025

For dealers and asset managers, technology becomes a core business requirement, and market share tends to accrue to firms with the most efficient and scalable infrastructure. The trader probably has a Bloomberg terminal with streaming order book data and a news feed. The automation train only goes in one direction.

Securities 59

Securities Electronics Trading Book-building 59