The TRADE

AUGUST 29, 2023

Allianz Global Investors (AllianzGI) has appointed Kayvan Vahid as head of equity Europe core and value. Vahid joins AllianzGI from UBS Asset Management where he served in a variety of roles over the last 20 years.

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The TRADE

JULY 27, 2023

BlackRock and JFS are set to form a 50:50 joint venture – to be known as Jio BlackRock – focused on delivering tech-enabled access to affordable investment solutions for investors in India. The innovative partnership is set to benefit millions of investors, pending regulatory and statutory approvals.

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CNBC: Investing

FEBRUARY 3, 2025

The asset manager said this is its biggest fee cut ever and will save investors about $350 million this year.

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CNBC: Investing

NOVEMBER 14, 2024

Burry, who now manages hedge fund Scion Asset Management, boosted his stakes in a few Chinese internet companies' ADRs.

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CNBC: Investing

SEPTEMBER 16, 2023

The Gilman Hill Asset Management CEO revealed to CNBC's "Art of the Trade" that her best trade ever is all about slow and steady.

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CNBC: Investing

OCTOBER 23, 2023

The "bond vigilantes are coming back" as investors continue to sell amid the prospect of a growing fiscal deficit, according to UBS Asset Management's Kevin Zhao.

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The TRADE

JUNE 6, 2023

Aviva Investors, Aviva’s global asset management business, has appointed Monica Fan-Bradley as head of institutional sales (excluding Asia Pacific) within its global client solutions function. She also serves as a member of eVestment’s asset manager board and the advisory council of The Diversity Project UK.

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CNBC: Investing

MARCH 13, 2025

The market sell-off could be a buying opportunity for these two names, according to Tim Seymour of Seymour Asset Management.

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The TRADE

JANUARY 10, 2025

MetLife Investment Management (MIM) has reached a definitive agreement to acquire three investment teams and assets managed by Mesirow, an independent financial services firm. Nearly $6 billion of assets managed by the acquired team will transfer to MIM, under the terms of the transaction.

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The TRADE

DECEMBER 4, 2023

Data sharing network Glimpse Markets has added KBC Asset Management to its growing list of buy-side participants. “By joining Glimpse, we’re anticipating future market developments towards greater transparency and the democratisation of data through broader industry collaboration.

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PE Hub

OCTOBER 12, 2023

Other investors in the group include KKR, Bayview Asset Management, and CardWorks. The post Sixth Street-led investor group to acquire fintech firm GreenSky from Goldman Sachs appeared first on PE Hub.

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CNBC: Investing

DECEMBER 19, 2023

The Gilman Hill Asset Management CEO believes Cisco offers a way to invest in the "bones of AI" because it makes essential networking hardware.

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The TRADE

JUNE 27, 2024

State Street Global Advisors and Galaxy Asset Management have unveiled a new collaboration aimed at bringing investors digital asset-based strategies, offering key exposure to companies involved in the digital asset space. trillion digital asset landscape through manager-directed strategies. “We

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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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PE Hub

OCTOBER 17, 2023

PDQ's existing investor is TA Associates, which made its initial investment in the company in 2021. The post Berkshire Partners backs IT asset management software provider PDQ appeared first on PE Hub.

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The TRADE

DECEMBER 18, 2024

Stuart Lawrence has been appointed head of European equities trading at UBS Asset Management four and a half years after he joined the firm in June 2019. He was most recently head of UK equity trading at UBS Asset Management, having previously served as a high touch equity sales trader at Kepler Cheuvreux.

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The TRADE

OCTOBER 5, 2023

DWS has announced an asset management strategic alliance with BOCHK Asset Management (BOCHKAM), in a bid to enhance the Hong Kong offering for investors in the region. BOCHKAM’s knowledge of the market as one of the fastest growing asset managers in the region will be leveraged to best serve local clients.

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The New York Times: Banking

MAY 18, 2024

Investors in the world’s biggest asset manager are asking how much more room it has to grow and who will drive that growth once its chief executive retires.

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Deal Lawyers

JANUARY 20, 2025

Ho were joined by Jonas Kron, Chief Advocacy Officer for Trillium Asset Management. spoke with Jonas about how Trillium approaches the engagement process, trends in ESG activism, and how activist investors like Trillium […] We’ve recently posted another episode of our Understanding Activism with John & J.T.

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Global Banking & Finance

DECEMBER 20, 2023

Asset managers face tougher rules on investor cash calls By Huw Jones LONDON (Reuters) – Global regulators published tougher rules on Wednesday for managers of open-ended investment funds to ensure they can meet investor cash calls in a crisis without the need for emergency liquidity from central banks.

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MergersCorp M&A International

NOVEMBER 1, 2024

Valuing an asset management company (AMC) is a multifaceted endeavor that requires a nuanced approach. Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations.

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The TRADE

MAY 1, 2024

Some 83% of asset managers plan to change product strategy in the next two years, a new survey from Northern Trust has found, emphasising the need to cater to diverse investor needs. Technology appears to be at the heart of that change, with 77% planning to leverage new tech within the same timeframe.

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The TRADE

AUGUST 29, 2023

The board of GAM Holding has announced that Liontrust Asset Management’s offer for the business has been unsuccesful and an agreement made with Rock Investment SAS and Newgame to finance the business’ liquidity needs. of GAM Holding. However, there was immediate backlash from some stakeholders.

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CNBC: Investing

JULY 13, 2023

Investors' move to reallocate toward fixed income can boost shares of certain asset managers and brokers.

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The TRADE

SEPTEMBER 25, 2024

Janus Henderson Investors has appointed Francesca Alesi as a junior equity trader, based in London. Alesi joins the asset manager from GSA Capital, where she spent the last two years. The post Janus Henderson Investors appoints new junior equity trader appeared first on The TRADE.

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The TRADE

NOVEMBER 15, 2023

This follows asset managers having reduced OTC exposures in the wake of the ‘uncleared margin rules’ and other post-crisis reforms. However, as strategies evolve in complexity, asset managers are seeking alternatives in their bid to gain tailored exposures to equity derivatives.

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Accenture Capital Markets

SEPTEMBER 5, 2023

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. To overcome these challenges, the institutional investors who are most successful with RPA typically base their programs on three pillars: 1.

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The TRADE

JUNE 15, 2023

SIFMA and its asset management arm have published an open letter expressing concerns about the SEC’s proposal to redefine what constitutes an exchange and expand Regulation ATS, stating that it is not appropriately tailored to existing systems.

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CNBC: Investing

JUNE 29, 2025

Wall Street is bullish going forward Published Sun, Jun 29 2025 7:14 AM EDT Lisa Kailai Han @lisakailaihan WATCH LIVE Wall Street investors believe that Nvidia 's next rally to even higher highs is only a matter of time. On Wednesday, investors sent the stock up 4% to a new all-time closing record.

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CNBC: Investing

JULY 12, 2025

"We expect investors to reward fundamental beats this quarter as positioning appears neither crowded nor fearful," Goldman analysts led by John Marshall wrote in a report on Thursday. that was priced in last quarter, suggesting investors are "much less fearful" in July than they were in April, the Goldman analysts said.

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The TRADE

JULY 11, 2025

Specifically, the Mifid reversal will see the passing investment research costs back on to end investors – reminiscent of pre-Mifid II set ups. Previously, the asset management community had been in a ‘wait and see’ mode as regards moving their payment models, but we are now seeing the result of this patience.

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The TRADE

JUNE 6, 2025

HUB’s SaaS technology is increasingly being adopted by asset managers and hedge funds seeking to modernise legacy processes and scale their operations. “We are delighted to support the team at Sand Grove Capital,” added Paul Taylor, CEO of HUB.

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The TRADE

JULY 5, 2023

AllianceBernstein (AB) has expanded its presence in the Middle East with a new office in Dubai International Financial Centre (DIFC), becoming the latest in a string of global asset management firms to set up shop in the region. The move comes as part of AB’s strategic plan to strengthen its presence in the Middle East.

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The TRADE

JANUARY 13, 2025

According to Clearwater, around 66% of its core Total Addressable Market (TAM) stems from the asset management industry, yet this accounts for just a third of its overall revenue. Specifically, the strategic plan is to introduce front-to-back platform leadership. The post Clearwater Analytics picks up SaaS business Enfusion in $1.5

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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

JULY 18, 2023

Kay will continue to lead the distribution function until Barber joins the firm. “I am delighted to have attracted someone of Jill’s calibre to Aviva Investors. The post GAM Investments head of institutional solutions to depart for Aviva Investors appeared first on The TRADE.

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The TRADE

JUNE 8, 2023

The Depository Trust & Clearing Corporation (DTCC) will suspend its Investor Kinetics data service on 31 July, following ongoing concerns from clients and industry participants about information leakage from the service, The TRADE can reveal.

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