Accenture Capital Markets

SEPTEMBER 5, 2023

If you think the cost of doing business is rising, here’s another element to consider. The genesis is the online environment – that powerful capability at our fingertips we depend on for so many facets of our business and everyday lives. Financial services falls into this category.

Asset Management 97

Asset Management Management Business Securities 97

Razorpay

AUGUST 9, 2023

What do medium to big-sized businesses have? Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses.

Bank 52

Bank Banking Business Underwriting 52

Accenture Capital Markets

SEPTEMBER 5, 2023

Robotics Process Automation (RPA) is the application of robotics technology to manipulate existing application software which completes a business process. In recent years, this technique has captivated large financial services players given its potential to help drive down labor costs, reduce human errors and improve the customer experience.

Investors 94

Investors Financial Services Insurance Investment 94

The TRADE

DECEMBER 8, 2023

CIBC Mellon gives an example: “One imminent change to the prime brokerage business is the discontinued use of LIBOR in the US and CDOR in Canada. This is a timing problem which causes issues on T+1 if there are any trade discrepancies between the asset manager and the executing broker.

Broker 113

Broker Asset Management Trading Funds 113

The TRADE

MAY 30, 2023

Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support. Cheung was previously a strategic account manager at Enfusion, focused on APAC-based hedge funds, family offices and asset management firms.

Accountant 64

Accountant Portfolio Management Management Asset Management 64

The TRADE

JUNE 19, 2023

BlackRock promoted Dean Catton to take the helm for its European credit business after spending the last two years as its head of European leveraged finance trading for its alternatives business. Previously, Williams served as an investment account manager at Northern Trust.

Sale 64

Sale Asset Management M&A Investment Banking 64

The TRADE

APRIL 8, 2024

He joined Cowen as managing director for fixed income outsourcing in February 2022, transitioning to commodities specialist Marex as part of the sale of Cowen’s outsourced trading and prime brokerage business at the end of last year. He has also held senior roles at Martin International Securities and Tullet & Tokyo Securities.

Trading 64

Trading Asset Management Sale Investment Banking 64

The TRADE

OCTOBER 27, 2023

There’s already a huge section of the asset management community and the asset servicing community, including Northern Trust, that are established in Singapore as large parts of their global operations.” We consider Singapore one of our most significant investment centres, both in Asia and internationally.

Trading 90

Trading Asset Management Management Investment Manager 90

The TRADE

OCTOBER 19, 2023

GAM Holding has confirmed its first steps in the turnaround plan for the business, aiming to return the company to profitability following a turbulent period. GAM has already made several new appointments in recent weeks in a bid to grow the business and increase profits, including changes to the group management board.

Profitability 59

Profitability Shares Investment Management 59

The TRADE

OCTOBER 18, 2024

The optimum state is having the ability to make a summation of those records by using non-linear enabled technologies which can be aligned to clear business processes. How can new data management technologies help reduce operating costs? What are the main pressure points for asset managers when it comes to their operating models?

Asset Management 64

Asset Management Management Capital Risk Management 64

The TRADE

JUNE 14, 2023

Cboe Clear Europe has secured the support of a broad range of key market participants, including banks, clearing firms, asset managers and custodians, who are expected to support the launch of this service. Settlement will take place in 19 European Central Securities Depositories (CSDs).

Finance 75

Finance Finance Securities Capital 75

The TRADE

JULY 1, 2024

For nearly five years, Wilkes served as the head of buy-side solutions sales and head of securities services sales in the EMEA region. Before that, he served as vice president and relationship manager for JP Morgan’s priority asset manager clients.

Sale 64

Sale Bank Banking Asset Management 64

The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. His most recent role at the inter-dealer broker was as a cross asset sales trader, having spent seven years with the business.

Sale 64

Sale Management Trading Portfolio Management 64

The TRADE

NOVEMBER 6, 2023

Shortlisted individuals are repeated contributors to discussion whether that be through panels, associations or schemes to support the next generation joining the financial services industry. He began his career at the UK’s HM Treasury, before moving to AIG Investments to manage fixed income funds.

Trading 52

Trading Asset Management Equities Management 52

Accenture Capital Markets

JANUARY 22, 2024

As world leaders gathered in Dubai for the COP28 summit last month, the battle against climate change has returned to the top of the public, political and business agendas. Investor appetite for such investments is rapidly increasing, as banks, asset managers and large corporates all seek ways to invest in sustainability.

Investment 103

Investment Investors Finance Finance 103

The TRADE

JUNE 5, 2023

He joined the AI fintech in September last year after spending the previous six years with Liquidnet as head of EMEA business development among other roles. Cheung previously served as a strategic account manager at Enfusion, focused on APAC-based hedge funds, family offices and asset management firms.

Trading 52

Trading Accountant Capital Sale 52

The TRADE

JANUARY 3, 2024

The service provider landscape for outsourced trading is made up of an eclectic mix of firms. Boutique independents and the largest financial services providers co-exist in this burgeoning space which has some elements of comradery and others of fierce rivalry. Will we see more M&A?

Trading 64

Trading Asset Management M&A Broker 64

Razorpay

DECEMBER 15, 2024

It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth. Unlike retail banking, which caters to the general public, private banking focuses on delivering banking services for affluent individuals and businesses.

Bank 52

Bank Banking IT Management 52

The TRADE

DECEMBER 21, 2023

One of the greatest revelations across the financial services sector (and beyond) was that mantra of ‘we don’t have to do things the way we used to’ as office hours turned to hybrid work-from-home setups and video conferencing and instant messaging became the norm. It’s no longer all or nothing. It’s no longer relinquishing control.

Trading 64

Trading Management Funds Asset Management 64

The Deal

FEBRUARY 7, 2024

Though business development companies are performing well in 2023 relative to the prior two years, mergers among companies with shared managers that help reduce costs amid historic underperformance are still on the table. Over the past few years, large asset managers such as BlackRock Inc.

Middle Market 52

Middle Market Management Capital Mergers 52

The TRADE

OCTOBER 18, 2024

Not that the seemingly never-ending list of aforementioned market occurrences had noticeably hindered the prime business. The ‘one thing after another’ era was a thorn in the side for a segment that is particularly sensitive to market forces impacting its clients’ appetites for lending and other prime services.

Funds 69

Funds Broker Bank Banking 69

Software Equity Group

AUGUST 20, 2024

When the business models perfectly complement each other, the combined entity can achieve a more efficient and synergistic operation. a provider of practice management software for dental professionals in Canada; the March 2024 purchase for $15 million enterprise value (EV) of TDO Software Inc., It made four deals in 2023.

Investment 52

Investment Management Acquisitions Business 52

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 There are no prescribed measures for any particular asset class at any given time. You had the gilt crisis.

Trading 52

Trading Portfolio Management Asset Management Management 52

Razorpay

JANUARY 3, 2024

A payment aggregator is a third-party service provider that enables customers to make and businesses to accept payments online. To enable various payment methods on your own, your business would have to partner with various banks and non-banking financial companies (NBFCs). What is a Payment Aggregator?

IT 52

IT Accountant Bank Banking 52

The TRADE

APRIL 30, 2024

These regulations have significantly impacted the operations and behaviour of financial institutions, contributing to greater stability, transparency, and accountability in global financial markets. The years following 2008’s GFC experienced continued financial regulatory reform.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

The TRADE

FEBRUARY 3, 2025

Broadridge Financial Solutions has appointed Stephen Wilkes senior vice president, head of international buy-side sales. Wilkes brings extensive experience in financial services, having previously held senior roles at Deutsche Bank, JP Morgan and Goldman Sachs.

Sale 64

Sale Asset Management Financial Services Management 64

The TRADE

FEBRUARY 17, 2025

Prior to that, she worked as global trading business manager. Further roles at Fidelity International include stints as fixed income trading business manager, senior fixed income change manager, and senior fixed income portfolio analyst. LMAX Exchange appointed Daniel Lavigne as head of buy-side sales for Canada.

Management 64

Management Capital Investment Manager Portfolio Management 64

The TRADE

APRIL 14, 2025

We look forward to working with the OSTTRA team and leveraging our experience in the tech-enabled and financial services sectors to help the company further innovate and drive value for its customers. The firm offers post-trade services across: interest rates, FX, credit and equity asset classes.

S&P 59

S&P Trading Asset Management Financial Services 59