The TRADE

FEBRUARY 26, 2024

Ryan O’Connor left Goldman Sachs Asset Management and is set to join ETF provider Global X ETFs as chief executive on 8 April. He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business.

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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. Also appointed to the low touch sales and trading team at RBC is Suzanne Webster, who joined as a multi-asset director.

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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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The TRADE

MARCH 7, 2024

BlackRock has appointed Nick Craze head of the EMEA equity trading desk following the promotion of Paul Battams to head of international equity trading, The TRADE can reveal. He will now manage the entire desk, made up of 14 traders, having previously managed a team of six.

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The TRADE

JANUARY 23, 2024

Omar Darwish has joined fintech pioneer GTN as equity sales trader following a three-and-a-half-year stint at Arqaam Capital. He brought with him more than 25 years’ experience in cross-asset trading for both institutional and retail clients. The post GTN appoints new equity sales trader appeared first on The TRADE.

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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

NOVEMBER 13, 2023

He joined Nasdaq European Markets in its European equities sales team based in London after nearly six years at Citadel Securities. Dan Childs departed from his role as managing director, head of European prime services sales, EMEA to join Balyasny Asset Management, taking on the role of head, cash and liquidity management at the hedge fund.

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The TRADE

JUNE 1, 2023

The near-constant stream of mergers and acquisitions across both the sell- and buy-side appears to show no signs of abating as two asset management deals have been announced in the past 24 hours. In the same week, Redburn merged with Atlantic Equities – creating a London-headquartered transatlantic broker.

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The TRADE

NOVEMBER 15, 2023

Almost 60% of the buy-side expect to see a further reduction in their over-the-counter (OTC) exposures for equity products over the next three years, according to an Acuiti report. This follows asset managers having reduced OTC exposures in the wake of the ‘uncleared margin rules’ and other post-crisis reforms.

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The TRADE

AUGUST 23, 2023

Asset managers have tapped fixed income, equities and exchange traded funds (ETFs) for their greatest market data spend over the next 12 months, according to a new Coalition Greenwich and SIX report published on 22 August. This has increased the amount of data needed for participants to execute.

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The TRADE

JULY 13, 2023

The US move to T+1 settlement was passed through in a bid to increase the efficiency of market operations, however an Acuiti report has stated that 53% of asset managers believe that the move will not make US equities more attractive. At the same time, firms are preparing for a new wave of regulatory change.

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The TRADE

JULY 7, 2023

Generali has entered a definitive agreement to acquire US-based Conning from Cathay Life in a deal that will see it become one of the largest asset management firms in Europe. Earlier this year, UK asset manager Liontrust also entered into a conditional agreement to acquire Swiss asset management company, GAM Holding for £96 million.

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The TRADE

MARCH 22, 2024

HSBC has appointed Matthew Stanton as managing director, head of equities sales trading for Americas. Prior to that, he spent just over seven years at Barclays, most recently serving as managing director, head of cash sales trading, Americas. This included equities sales trading positions for both the Americas and EMEA.

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JD Supra: Mergers

JUNE 23, 2023

Once considered a small, esoteric area of the lending landscape, fund finance—loan facilities secured against investor commitments to private equity (PE) funds and/or fund assets—has grown into a global market worth more than US$600 billion during the last decade, according to asset manager abrdn.

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The TRADE

MARCH 4, 2024

Legal & General Investment Management (LGIM) has promoted one of its own to the role of head of US equity and foreign exchange trading, The TRADE can reveal. Gregory Corrigan has been selected to take up the reins for US equity and FX trading after eight years at LGIM.

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The TRADE

JANUARY 30, 2024

Electronic trading platforms captured almost a third (32%) of overall Canadian equity trading volume in 2023, with this share expected to rise in the next three years, a new report by Coalition Greenwich has found. The post Natural block liquidity is shifting Canadian equities towards e-trading, finds report appeared first on The TRADE.

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The TRADE

JULY 31, 2023

HSBC Global Asset Management has named Aaron Waters head of European equity trading, following three and a half years as head of equity trading at the bank, The TRADE can reveal. Waters has previously held senior positions at AllianceBernstein (AB), most recently as an equity trader based in Hong Kong.

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The TRADE

APRIL 5, 2024

Kepler Cheuvreux subsidiary Ellipsis Asset Management has moved to expand its capabilities in the convertible bond segment with the acquisition of Rothschild & Co’s business. As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM.

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The TRADE

OCTOBER 18, 2023

The scheme has recognised numerous promising talents over the years, many of whom have gone on to expanded roles such as head of trading at some of the world’s largest asset managers and hedge funds. Find previous years’ recognised shortlists here: 2022 – 2021 – 2020 – 2019 – 2018 – 2017 – 2016 – 2015.

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The TRADE

APRIL 15, 2024

Across the board banks have reported increasingly positive equities performances, a notable development following turbulent recent times. Jane Fraser While equities performance either grew or remained flat across the sell-side, the banks posted less impressive growth in fixed income, however. Equity markets revenue was $2.7

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Mergers and Inquisitions

FEBRUARY 28, 2024

While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. Equity Research vs. Fixed Income Research Common Myths What Do You Do as a Fixed Income Research Analyst or Associate? Also, it can be quantitative or fundamental – or both! –

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The TRADE

MAY 2, 2024

Appital Insights is now fully integrated with FactSet’s Portware execution management system (EMS), enabling the latter’s asset management clients to access Appital Insights liquidity easily within their EMS. They know that Appital Insights does not impact ‘on-screen’ prices and they retain full control of the order.”

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The TRADE

APRIL 17, 2024

Global asset manager Robeco leverages a low touch and high touch trading team that spans across three continents. And, like most asset managers across the street, its global equity trading desk plays host to a variety of characters, each bringing their own individual string to the wider team’s bow.

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PE Hub

JANUARY 16, 2024

Brookfield Asset Management has committed to a structured equity investment of up to C$320 million in the privatized company. The post Persistence Capital to take Neighbourly private, Brookfield to invest appeared first on PE Hub.

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The TRADE

JULY 17, 2023

Yet with equities, these markets are constrained by market hours which may be specific to a region and/or exchanges themselves. With Middle East and North Africa (MENA) becoming a larger part of indices and portfolio managers’ thinking, decisions will have to be taken around how best to trade these markets.

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The TRADE

SEPTEMBER 29, 2023

Rowe Price Unigestion Fixed Income Trading Desk of the Year AXA Investment Managers Barings Manulife Investment Management PIMCO State Street Global Advisors Buy-side Market Structure Expert of the Year Evan Canwell, Equity Trader & Market Structure Analyst, T.

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The TRADE

JANUARY 31, 2024

The BlackRock EMEA equity trading team picked up The TRADE’s highly coveted Trading Desk of the Year, Long-Only award at the Leaders in Trading 2023 event in November. McCartney heads up the EMEA fundamental equity trading team, having made the shift from the London Stock Exchange to the front-office earlier in her career.

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The TRADE

JUNE 23, 2023

EU asset managers, banks and brokers are urging policy markets not to succumb to pressure that could potentially lead to suboptimal outcomes in the Markets in Financial Instruments Directive (Mifid/r) review.

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The TRADE

MARCH 28, 2024

With buy-side market data costs on the rise asset managers were shown to be tapping fixed income in particular, along with equities and exchange traded funds for the greatest spend looking forward. The post SIX picks up majority stake in fixed income data provider FactEntry appeared first on The TRADE.

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The TRADE

NOVEMBER 9, 2023

Running for its ninth year, the Rising Stars initiative, in partnership with Instinet, has recognised a number of up-and-coming talents over the years, many of whom have gone on to hold impressive roles and head up some of the largest and most successful desks across the world’s leading asset managers and hedge funds.

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The TRADE

MARCH 11, 2024

BNY Mellon made two key senior managing director hires into its fixed income and equity sales and trading businesses. Bianca Gould was appointed head of fixed income and equities EMEA, based in London. Paul Battams was named head of international equity trading at BlackRock following 23 years with the firm.

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The TRADE

NOVEMBER 16, 2023

Guido Baltussen has been appointed international head of quantitative strategies at Northern Trust Asset Management, a newly created role in which he will oversee EMEA and APAC. His experience also includes a stint as quantitative investment strategist at ING Investment Management.

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The TRADE

JANUARY 2, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, has left the asset manager to join Qube Research & Technologies (QRT), The TRADE can reveal. He originally joined the asset manager as an investment operations analyst in 2020.

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The TRADE

FEBRUARY 5, 2024

Greg Finke joins the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Prior to joining Rothschild in January 2023, Finke spent nearly five years at Marathon Asset Management as a global equity trader covering equities and FX.

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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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The TRADE

DECEMBER 19, 2023

Martin Hendry, deputy head of trading, Liontrust Asset Management As we peer into the crystal ball for 2024 trading, a notable shift is anticipated with the adoption of T+1 settlement for US equity transactions. This transition is poised to reshape the pace and efficiency of equity trading, promoting quicker settlement cycles.

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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. He began his career as a junior portfolio manager at RSA covering US equities.

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