The New York Times: Banking

OCTOBER 4, 2023

Apollo was the first to use annuities to build a major financing business. Others followed, driving the growth of the private lending market and worrying regulators.

Insurance

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.

Asset Management

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.

Trading

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. billion for AXA Investment Managers in trillion-dollar asset management JV appeared first on The TRADE. The post BNP Paribas to pay €5.1

Asset Management

Sica Fletcher

FEBRUARY 18, 2020

In 2019, we closed the largest number of transactions ever for our firm, reflecting the increasingly robust M&A market for insurance brokers driven mainly by private equity sponsored brokerages. that specializes in the insurance brokerage space and related industries that compliment it.

Insurance

The TRADE

DECEMBER 29, 2023

Prior to joining TD, he was president and chief executive of London Life and London Insurance Group. Among the asset management bands that were merged were Perpetual, Pendal, Barrow Hanley, J O Hambro, Regnan, Trillium and TSW. Two further roles were created to support Adams within the asset management leadership team.

Asset Management

Financial Times - Banking

JANUARY 28, 2025

Plus, Brighthouse Financial considers a sale as asset managers clamour for insurers and Golden Goose lands a non-IPO deal

IPO

The TRADE

APRIL 26, 2024

The post Fireside Friday with… Generali Insurance Asset Management’s Marie-France Gavillon appeared first on The TRADE. However, I believe that some professions are at risk of disappearing, such as broker roles in high touch – but we have been saying that for years, and yet they are still here.

Insurance

Global Newswire by Notified: M&A

JULY 3, 2023

The Hague, July 4, 2023 - Aegon today announces the completion of the combination of its Dutch pension, life and non-life insurance, banking, and mortgage origination activities with a.s.r., and the beginning of its asset management partnership with a.s.r. As part of the transaction, Aegon received EUR 2.2

Asset Management

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.

Trading

Accenture Capital Markets

SEPTEMBER 5, 2023

In large banks and insurers, individual departments are usually large enough to justify creating their own support teams. Institutional investors usually have narrower operations than banks or insurers. Cross-departmental collaboration. Effective process selection. Business-led, integrated approach.

Investors

Global Banking & Finance

JULY 3, 2024

Creand Group: A Model of Committed Banking Creand (formerly Crèdit Andorrà) is a global financial services group with nearly 75 years of experience and expertise in retail banking, private banking, asset management and insurance. It […]

Banking

Global Newswire by Notified: M&A

JANUARY 17, 2025

180 Degree Capitals track record of investing in public markets and its deep network of relationships are expected to help fuel expansion of Mount Logans bespoke private credit solutions into publicly traded companies

Capital

Global Banking & Finance

NOVEMBER 3, 2024

By Iain Withers LONDON (Reuters) – British insurer and asset manager M&G has bought a majority stake in European real estate investor BauMont, as it prepares to buy up more commercial property in anticipation of a market recovery.

IT

The TRADE

JANUARY 11, 2024

As part of the expansion, FIS has extended its FIS’ Cleared Derivatives (CD) platform – historically used by clearing members – to buy-side firms including hedge funds, asset managers and insurance companies, allowing them to access trading venues and clearing houses directly, which can help reduce counterparty risk and free up capital.

Trading

Global Newswire by Notified: M&A

JUNE 5, 2024

NEW YORK, June 05, 2024 (GLOBE NEWSWIRE) -- Guggenheim Investments and New Age Alpha today announced a definitive agreement under which New Age Alpha will acquire Guggenheim Investments' actively managed equity funds business. billion out of Guggenheim Investments’ more than $234 billion in total assets managed.

Equities

Bronte Capital

OCTOBER 23, 2022

And the insurance companies - well they come across badly too. And the gate-keepers - fixed income asset managers responsible for billions, regulators paid to keep a watch on this - are often empty suits. The stock price reflects that now. I recommend Duncan's book. Really - buy it. They appear protective - but they are not.

Financial Market

The TRADE

JUNE 28, 2023

The survey from Coalition Greenwich, which included responses from more than 40 senior fixed-income trading professionals across US asset management firms, hedge funds and insurance companies, asserts that the rise of EMS has “moved front and centre” in fixed income markets. “In

Trading

Razorpay

AUGUST 9, 2023

Edelweiss Financial Services: India’s leading financial services company, providing a wide range of services to businesses, including investment banking, asset management, and wealth management. In addition, they can provide valuable services such as portfolio management, asset management, and advisory services.

Banking

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

The TRADE

NOVEMBER 6, 2023

How can third party data be used most effectively to react to market shifts? Market volatility and the continuously changing regulatory environment demand faster response to client needs. Access to high quality data is crucial but thanks to innovation and AI we are now able to enhance foreign exchange trading workflow in a most efficient way.

Trading

The TRADE

JANUARY 29, 2024

On the client side, he explained that alternatives clients and asset managers are “by and large there” while the biggest lag is intermediary and insurance clients, who are acting on behalf of an underlying client. “When I look at the US market, my straight through processing rate is already in the high 99% range.

Trading

Razorpay

OCTOBER 25, 2024

Navigating Complex Payment Flows As a financial services provider operating in the highly regulated BFSI (Banking, Financial Services, and Insurance) sector, Rupeezy faced a unique set of challenges. The Hurdle? SEBI requires every transaction initiated by a customer must be made from their registered bank account.

Financial Services

Peak Frameworks

MAY 8, 2024

Risk Management Asset Valuation: Proper estimation of salvage value is crucial in ensuring accurate asset valuation, which is fundamental in risk assessment and management. Insurance Purposes: For insurance coverage, the salvage value of assets is often considered to determine the appropriate level of insurance needed.

Finance

Razorpay

DECEMBER 15, 2024

A private banker is a financial professional who manages the investments and financial needs of high-net-worth individuals and organizations. Private bankers provide personalized financial services, such as asset management, estate planning, and tax advice.

Banking

Accenture Capital Markets

AUGUST 23, 2022

At the same time, competition is intensifying across the industry—from traditional wealth managers, asset managers, insurers, workplace providers, independent advisors, banks and new wealth techs.

Management

Mergers and Inquisitions

OCTOBER 11, 2023

Asset Management “Asset management” (AM) refers to what institutional investors, such as PE and life insurance firms, do after buying new properties. If you’ve already graduated, you may be able to move into CRE via a real estate lending firm, brokerage firm, or asset management group.

Private Equity

JD Supra: Mergers

FEBRUARY 12, 2025

The significant growth in life & annuity reinsurance in the Cayman Islands has showed no signs of slowing in the past few years and a material ingredient of this growth is Cayman reinsurers sponsored by large private equity / asset manager groups who have long had a significant footprint in the Cayman Islands. By: Conyers

Asset Management

The TRADE

JANUARY 21, 2025

Assicurazioni Generali and BPCE have signed a Memorandum of Understanding which would see them become the leading asset management player in Europe by revenue, with more than 1.9 trillion assets under management.

Asset Management

The TRADE

APRIL 9, 2025

Janus Henderson and the Guardian Life Insurance Company of America have entered a strategic partnership, whereby Janus is set to become Guardians investment grade public fixed income asset manager. The move follows other similar deals, wherein asset managers are looking to expand their remits through key partnerships.

Insurance

The TRADE

APRIL 10, 2025

Benjamin Lucas The partnership combines Amundi Technologys platform for asset managers, insurers, pension funds and family offices, ALTO Investment with Murexs OTC front-to-back solution.

Asset Management

The TRADE

FEBRUARY 5, 2025

As these changes ramp up, the buy-side is set to reap more power when it comes to managing the assets, subsequently leading to an operational shift within organisations.

Asset Management

The TRADE

DECEMBER 23, 2024

The product will continue to attract a diverse range of market participants, from asset managers to insurers, looking for narrow bid-ask spreads and tight tracking to the benchmark. We expect further normalisation of credit index futures as a core instrument in credit markets.

Trading