The TRADE

DECEMBER 10, 2024

Saphyre has partnered with BlackRock to integrate services with the firms end-to-end asset management platform Aladdin. Our partnership with Aladdin represents a pivotal evolution for Saphyre, building on our already extensive network of top-tier investment managers and financial institutions, said Ray Shivers, COO of Saphyre.

Financial Institution 105

Financial Institution Financial Services Investment Manager Collaboration 105

The TRADE

JULY 7, 2025

Mark Molloy has joined Morgan Stanley Investment Management as a macro trader within the broad markets fixed income team, based in London. He is set to report to Alexander Bouzalis, managing director, and Justin Sham, head of European credit trading. Molloy initially joined as head of corporate actions seven years prior.

Investment Manager 52

Investment Manager Management Investment Private Equity 52

The TRADE

JANUARY 13, 2025

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 This deal is understood to be a key step toward Clearwaters plan of building the first cloud-native front-to-back platform for the entire investment management industry.

Business 59

Business Mergers and Acquisitions Asset Management Investment Manager 59

The TRADE

JANUARY 7, 2025

As part of the integration, OptimX is now a certified sweep partner on Charles Rivers investment management system (IMS) meaning Charles River institutional clients can now access OptimX liquidity via their desktops.

Broker 59

Broker Asset Management Management Trading 59

The TRADE

JUNE 9, 2025

John Ions, chief executive of Liontrust, said: “Trading for asset managers has changed significantly over the past few years with the increasing use of automation and technological developments.

Trading 59

Trading Asset Management Collaboration Management 59

The TRADE

JULY 14, 2025

As capital markets have continued to evolve at a rapid pace – with increased regulatory scrutiny showing no sign of let up – 87% of companies have increased their investment in the cloud over the last two years, according to a recent report by the London Stock Exchange Group.

Investment 52

Investment Financial Market Private Equity Asset Management 52

The TRADE

JULY 4, 2025

Russell Beer has been appointed as a trader covering fixed income emerging markets at MFS Investment Management. London-based Beer brings extensive industry experience to his new role, and was named one of The TRADE’s Rising Stars of Trading and Execution in 2015.

Investment Manager 52

Investment Manager Management Investment Trading 52

The TRADE

JANUARY 22, 2025

I spent a lot of time in my sell-side days working as a conduit between capital markets and the origination desk within investment banking as a bridge into the public side, covering hedge funds and multi strategy investment managers for anything equity-linked and credit with a cross-asset mindset.

Funds 59

Funds Capital Capital Market S&P 59

The TRADE

JULY 2, 2025

When talks of a European shift began in earnest, the asset management community was keen for Europe to shift to one day settlement as soon as possible, with the Investment Association (IA) publicly pushing for a 2026 move. Though the US shift to T+1 was relatively painless in the end, ultimately this is a different beast.

Trading 59

Trading Investors Management Investment 59

The TRADE

JUNE 23, 2025

BlackRock equity trading vice president Zachary Goodwin has left the firm to join investment management firm CPP Investments, The TRADE can reveal. According to an update on his social media, Goodwin joins CPP Investments based in Toronto, Canada after seven years with BlackRock.

Trading 52

Trading Equities Investment Asset Management 52

The TRADE

DECEMBER 31, 2024

This eliminates the reliance on manual intervention, which is prone to delays and errors, particularly when managing cross-border transactions or multiple counterparties. As firms in the EMEA region ramp up investments in automation and operational resilience, 2025 will be a year of strategic groundwork.

Trading 52

Trading Management Financial Institution Investment 52

CNBC: Investing

JULY 17, 2025

Earlier this week, The Wall Street Journal reported , citing people familiar with the matter, that the Trump administration is working on an executive order that would facilitate 401(k) plans' access to private market investments. Asset managers have already started making inroads into the space. "Mgmt.

Stock 74

Stock Asset Management Investment Management 74

The TRADE

DECEMBER 14, 2023

UK-based investment management firm Waverton has outsourced a portion of its trading to Northern Trust Integrated Trading Solutions (ITS). The deal follows a review by the investment manager of its operating model intended to help it better align its structure with plans for product expansion in the future.

Investment Manager 113

Investment Manager Trading Management Investment 113

The TRADE

JULY 25, 2023

Clearwater Analytics is set to launch a new generative artificial intelligence solution aimed at improving the way institutional clients analyse investment data and respond to changing market dynamics. The solution applies to all asset classes and its use cases will vary depending on varying client types, Clearwater confirmed.

Investment Manager 98

Investment Manager Management Investment Asset Management 98

Global Newswire by Notified: M&A

SEPTEMBER 9, 2024

SMC Entertainment Enters Letter of Intent to Acquire Boutique Investment Manager, Bateau Asset Management.

Boutique 65

Boutique Asset Management Entertainment Investment Manager 65

The TRADE

AUGUST 2, 2024

BNP Paribas has entered into a definitive agreement to acquire 100% of AXA Investment Managers – representing around €850 million in assets under management – for just over €5 billion. The deal is set to include an agreement for BNP Paribas’ long term management of a large part of AXA’s assets.

Asset Management 59

Asset Management Investment Manager Management Investment 59

The TRADE

OCTOBER 21, 2024

Michael Lam has joined TT International as a senior trader, following three and a half years at Jupiter Asset Management as a fixed income trader at the firm. The post Jupiter Asset Management trader joins TT International appeared first on The TRADE. London-based Lam announced his new role on social media.

Asset Management 59

Asset Management Management Investment Manager Media 59

Global Newswire by Notified: M&A

JANUARY 8, 2025

SMC Entertainment Closes Acquisition of Boutique Investment Manager, Bateau Asset Management.

Boutique 56

Boutique Asset Management Entertainment Investment Manager 56

Global Newswire by Notified: M&A

AUGUST 1, 2024

BNP PARIBAS ENTERS INTO EXCLUSIVE NEGOTIATIONS WITH AXA FOR THE ACQUISITION OF AXA INVESTMENT MANAGERS AND A LONG-TERM PARTNERSHIP IN ASSET MANAGEMENT

Asset Management 52

Asset Management Investment Manager Negotiation Management 52

The TRADE

JUNE 24, 2024

Singapore-headquartered fund manager APS Asset Management has adopted order and investment management technology solution, Bloomberg AIM, to automate its post-trade workflows. We are proud that our partnership with APS Asset Management will help them scale and automate workflows.”

Asset Management 64

Asset Management Management Trading Investment Manager 64

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.

Asset Management 64

Asset Management Management Trading Investment 64

The TRADE

JUNE 24, 2024

Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

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. The move comes as Franklin seeks to increase its assets under management and expand on its presence in other sectors.

Asset Management 59

Asset Management Management Mergers and Acquisitions Investment Manager 59

The TRADE

JULY 27, 2023

Bloomberg AIM and Bloomberg Vault have been adopted by India-based NJ Asset Management to help enable its enterprise-wide digital strategy across the entire investment workflow. According to the firms, Bloomberg AIM addresses NJ Asset Management’s specific needs for tools to support rule-based investment decision-making.

Asset Management 52

Asset Management Management Investment Manager Portfolio 52

The TRADE

NOVEMBER 17, 2023

Triodos Investment Management has selected Bloomberg’s AIM and PORT Enterprise solutions in a bid to support its front-office workflows. Specifically, the Netherlands-based impact asset manager will utilise Bloomberg’s offerings to enhance processes for its investment funds and discretionary clients’ business.

Investment Manager 59

Investment Manager Management Investment Asset Management 59

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. The post Legal & General Investment Management names new head of US equity and FX trading appeared first on The TRADE.

Investment Manager 59

Investment Manager Equities Trading Management 59

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 119

Trading Asset Management Equities Investment Manager 119

The TRADE

OCTOBER 22, 2024

UK-based asset manager Artemis has selected Northern Trust to provide outsourced trading services for its equities and derivatives activity, effective January 2025. Northern Trust will support all trading activity for Artemis’ equity funds under management and all related over-the-counter and exchange-traded derivatives.

Investment Manager 64

Investment Manager Equities Trading Management 64

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.

Investment Manager 52

Investment Manager Management Investment Asset Management 52

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.

Trading 111

Trading Asset Management Investment Manager Management 111

Global Banking & Finance

FEBRUARY 6, 2024

Empowering ESG Investment Managers with Standard Methodology Aligned Green, Social, Sustainability, Sustainability-Linked and Transition (ESG bonds or GSS+) finance volumes passed the $4trillion mark in H1 2023, according to the Climate Bonds Initiative (CBI). How Green is Green? But how green is green?

Investment Manager 52

Investment Manager Management Investment Asset Management 52

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 52

Asset Management Management Acquisitions Insurance 52

The TRADE

MARCH 25, 2024

State Street’s Charles River is set to manage the front-office operations for Perpetual Group’s Australian asset management business. Craig Squires, group chief operating officer at Perpetual, explained that the decision came as the business sought to address current challenges and complexities across investment management.

Management 69

Management Asset Management Boutique Investment Manager 69

The TRADE

JULY 24, 2024

Investment manager Franklin Templeton has become the latest buy-sider to integrate BlackRock’s flagship order management platform, Aladdin. Aladdin supports the entire investment management process across asset classes. The transition will begin in Q2 2025 and will be made up of phases over several years.

Investment Manager 103

Investment Manager Asset Management Management Trading 103

The TRADE

FEBRUARY 28, 2024

The global head of capital markets at German asset manager DWS, Keshava Shastry, has left the business, according to two people with knowledge of the matter, The TRADE can reveal. Keshava Shastry Shastry, a managing director based in London, had been with the German firm for over ten years. DWS declined to comment.

Capital Market 98

Capital Market Capital Asset Management Business 98

The TRADE

MAY 8, 2024

Singapore-based investment manager New Silk Road has outsourced its trading to Northern Trust as it seeks to fortify its offering as T+1 looms. The post Singaporean investment manager New Silk Road outsources trading to Northern Trust appeared first on The TRADE.

Investment Manager 52

Investment Manager Trading Management Investment 52

The TRADE

JULY 20, 2023

An investment-grade credit trader from RBC BlueBay Asset Management has left the firm to join Norges Bank Investment Management, The TRADE can reveal. Christopher Lemmo left BlueBay, part of RBC Global Asset Management, in April this year after almost 13 years at the fixed income focused asset manager.

Investment Manager 40

Investment Manager Management Asset Management Investment 40