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

Global Banking & Finance

DECEMBER 23, 2024

BNP Paribas has formally signed the previously announced 5.1bn ($5.3bn) share purchase agreement for Axa Investment Managers. Axa and BNP Paribas Cardif entered into exclusive negotiations in August to offload Axa’s asset management division.

Shares 52

Shares Asset Management Investment Manager Negotiation 52

The TRADE

OCTOBER 11, 2023

Data sharing network Glimpse Markets has added Andra AP-fonden (AP2) to its growing list of buy-side participants. Elsewhere, PGGM, Allianz Global Investors, Bluebay Asset Maagement, Cowe, Exoé, Federated Hermes and Natixis TradEx Solutions have also shown their support.

Shares 64

Shares Asset Management Trading Investment Manager 64

The TRADE

SEPTEMBER 22, 2023

Deutsche Börse’s final tender result for its public takeover of SimCorp has been announced today, with the company holding 93.97% of the share capital and voting rights in SimCorp upon completion of the acquisition. The minimum acceptance level is 50% plus one share of all SimCorp shares. SimCorp has been valued at $4.3

Acquisitions 69

Acquisitions Investment Manager Asset Management Shares 69

The TRADE

OCTOBER 19, 2023

The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.

Profitability 59

Profitability Shares Investment Management 59

The TRADE

DECEMBER 12, 2023

The partnership will extend past standard digital asset broker connectivity, enabling mutual clients to manage digital assets holistically within SimCorp’s front-to-back investment management platform. One of SimCorp’s core value propositions has always been a single, integrated system for all asset classes.

Management 64

Management Investment Asset Management Investment Manager 64

The TRADE

MARCH 4, 2024

Atkins joined Redburn Atlantic in 2004 as a sales trader having previously served for eight years at Morgan Grenfell and two years at Marathon Asset Management. Legal & General Investment Management (LGIM) promoted one of its own to the role of head of US equity and foreign exchange trading.

Asset Management 72

Asset Management Sale Trading Equities 72

The TRADE

OCTOBER 27, 2023

“One of the key reasons Singapore is an attractive market is it’s pretty well positioned, as it shares the same time zone as Hong Kong,” Gerard Walsh, global head of capital markets client solutions at Northern Trust, told The TRADE. This year, the industry has seen interest in Singapore grow from the buy-side too.

Trading 90

Trading Asset Management Management Investment Manager 90

The TRADE

JANUARY 17, 2024

GAM heads, Mark Hawtin and Jeremy Roberts, are set to join Liontrust Asset Management in the coming months as head of global growth equities, and head of global distribution (ex UK), respectively. The deal, once completed, was set to create a global asset manager with £53 billion in assets under management and administration.

Asset Management 64

Asset Management Equities Management Funds 64

Accenture Capital Markets

SEPTEMBER 5, 2023

The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing. This is mostly because a large share of the total spend is related to front-office costs that RPA does not address, such as staff compensation, investment management fees and deal costs.

Investors 94

Investors Financial Services Insurance Investment 94

The TRADE

JULY 18, 2023

Bank of America has reported a strong second quarter and first half of the year overall, despite its global wealth and investment management total revenue decreasing 4% to $5.2 The bank also highlighted that lower than average transactional volumes had contributed to lower asset management and brokerage fees.

Trading 52

Trading Bank Banking Sale 52

The TRADE

AUGUST 7, 2024

The reality is many are not prepared to make the significant investments required to maintain or grow their share of the market.” The important impact of changing market sentiment Demonstrably, things are ramping up and outsourced trading providers are highly cognisant of the importance of keeping up with the pack in this high-stakes game.

Trading 59

Trading Management Investment Manager IT 59

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 Asset Management Funds 64

The TRADE

JANUARY 3, 2024

David Berney and Michael Broadbent run Ergo Consultancy which delivers what it refers to as provider “beauty parades” for buy-side organisations looking to outsource their trading, whereby it presents all the services in the industry to that asset manager, hedge fund or asset owner.

Trading 64

Trading Asset Management M&A Broker 64

The Deal

JULY 18, 2023

For instance, Ridgemont Equity Partners ‘ January investment in food distributor Worldwide Produce was supported by six direct lenders including Ares Capital Corp. , NXT Capital LLC , Kayne Anderson Private Credit, Manulife Investment Management , PNC Erieview Capital and Yukon Partners Management LLC.

Debt 52

Debt Finance Finance Private Equity 52

The TRADE

OCTOBER 23, 2023

Technology is at the forefront of this movement and the electronification/automation of many parts of the execution function allow the human element of trading to be more focused on larger, more complex trades that carry greater risk and as the role of trading develops, into other areas of the overall asset management business.

Trading 64

Trading Portfolio Management Portfolio Management 64

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 59

Asset Management Management Financial Institution Insurance 59

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. Our shared culture of collaboration and dedication to our clients make them a natural partner for Guardian.

Insurance 59

Insurance Asset Management Portfolio Investment 59

The TRADE

APRIL 22, 2025

Clearwater Analytics has completed its acquisition of software-as-a-service (SaaS) solutions provider for the investment management and hedge fund sectors, Enfusion. billion, is set to provide the first single-instance, multi-tenant, cloud-native front-to-back platform for the entire investment management industry.

Acquisitions 52

Acquisitions Investment Manager Portfolio Management 52

The TRADE

APRIL 2, 2025

Seismic innovations in the way that stocks and shares are trading namely the extension of equities trading hours to a 24/5 model look set to come to fruition in the next year. Spring is a time for new beginnings and that can certainly be said for both the markets and our internal day-to-day here at The TRADE.

Trading 52

Trading Asset Management Equities Investment Manager 52

The TRADE

APRIL 30, 2025

Melissa Hinmons extensive experience in the industry has taught her many life lessons that make her the successful director of equity trading at Glenmede Investment Management that she is today. At some point in time, we’re going to be left with maybe eight or nine asset managers in the country.

Trading 52

Trading Equities Retail S&P 52