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.

Funds

The TRADE

JULY 15, 2025

Rich Ricci, chief executive of Panmure Liberum, said: “This partnership r e-affirms our reputation for high-quality, high-conviction research and deep relationships with UK corporates and institutional investors.

Equities

The TRADE

AUGUST 5, 2025

“Partnering with Kepler Cheuvreux underscores our mission to democratise access to institutional-grade protective investments,” added Matt Radgowski, chief executive of Halo. “The Middle East is a dynamic and fast-growing market, and we’re excited to deliver scalable, tech-forward solutions that help investors build resilient, risk-aware portfolios (..)

Investment

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.

Capital

CNBC: Investing

JUNE 21, 2025

The central bank opted to hold interest rates steady when it concluded its two-day meeting on Wednesday. The Fed still anticipates two reductions this year , but expects higher inflation and lower economic growth ahead.

Portfolio

Global Newswire by Notified: M&A

AUGUST 5, 2025

Arax Advisory Partners’ unique integrated and comprehensive approach provides the highest possible level of client service to establish lasting partnerships with all their clients while combining comprehensive asset management with leading edge financial planning services. Read More

Investment

The TRADE

JULY 21, 2025

First reported by the FT on Sunday, a source familiar with the matter has suggested to the publication that LSEG is exploring a shift to extended hours to address an increasing demand for longer trading windows from small investors trading on smartphones outside of the current 8am to 4:30pm market hours.

Trading

The TRADE

JULY 2, 2025

Hopefully most of the heavy lifting has already been done with the US move, but there’s going to be a need to ensure that deadlines are appropriate for Asian investors to be able to fulfil the needs for T+1 settlement.” This trend highlights the growing importance of Europe as a destination for APAC-based investors.”

Trading

Mergers and Inquisitions

JANUARY 22, 2025

Investment Banking Definition: Investment bankers advise companies on mergers, acquisitions, and debt and equity deals and earn fees for closed deals; equity research professionals follow public companies, issue buy/sell/hold recommendations, interface between management teams and investors, and earn money from selling their research.

Investment Banking

CNBC: Investing

JULY 17, 2025

This order, the people told the Journal, would call on the Department of Labor and the Securities and Exchange Commission to offer guidance to plan administrators and employers on how to include these assets in retirement plans. Asset managers have already started making inroads into the space.

Stock

The TRADE

NOVEMBER 13, 2024

Speaking to The TRADE, Timothee Consigny, chief technology officer at H2O Asset Management, asserts that there is a definite place for artificial intelligence within capital markets and the time for adoption is now. “[Gen-AI] Though a controlled test, the results are telling.

Trading

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.

Equities

CNBC: Investing

JULY 11, 2025

Asset management heavyweight BlackRock is among these names. Financials have been strong this year as investors hold faith that President Donald Trump's administration will ease deal-making regulations and bring back greater domestic manufacturing — both of which could give greater business to investment banks.

S&P

Global Newswire by Notified: M&A

JUNE 25, 2025

About Apollo Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. Landsea Homes Corporation New Home Co. Landsea Homes Corporation New Home Co.

Corporation

CNBC: Investing

JUNE 5, 2025

It's a name that investor Jenny Harrington, CEO of Gilman Hill Asset Management, picked up after its tariff-induced sell-off. Dividends are more prevalent than buybacks in the cohort, with some 40% of the Russell 2000 paying a dividend today, the firm said in a note Tuesday.

Stock

CNBC: Investing

JULY 23, 2025

Galaxy is a provider of crypto financial services — including trading, asset management, staking, lending and self-custody products — that ventured into bitcoin mining in 2020. That business, similar to other bitcoin miners in recent years, has since pivoted its mining sites into AI data center developments. .

Media

The TRADE

JULY 22, 2025

The UK’s first regulated digital securities exchange, Archax, is set to acquire Germany-based digital asset manager, Deutsche Digital Assets (DDA), as part of a push to expand the exchange’s EU footprint. Together, we’re building what we believe will become the leading European digital asset champion.”

Acquisitions

The TRADE

NOVEMBER 20, 2024

Beginning his career in 1984 as an FX trading manager at Cargill, based in Chicago, his career spans four decades. After 10 years in his first role, Royal moved to SJO Asset Management where he spent two years as a senior global trader based in Geneva. He then headed to John W.

Trading

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.

Shares

CNBC: Investing

JULY 1, 2025

Investors are seeing opportunity in tech outside the "Magnificent Seven" and giving top picks in the industrials space after it finished the first half of 2025 as the top-performing sector. Worldwide Exchange airs at 5 a.m. ET each day.) Mehrotra's other top industrials picks for the second half of 2025 are 3M and Honeywell.

S&P

CNBC: Investing

JUNE 17, 2025

The actively-managed fund will focus in large part on riskier parts of the fixed income universe, including high yield corporate credit. That strategy may meet some skepticism given concerns about an economic slowdown, but the multi-sector area is one where active management is often seen as a positive.

Funds

Focus Investment Banking

JULY 2, 2025

With over two decades of agricultural finance experience—including leadership roles at Rabobank and Bank of the West—Sean offers expert insights on crop performance, supply-demand dynamics, and key drivers affecting producers and agribusiness investors alike. Tune in to stay informed and ahead in California ag.

Asset Management

JD Supra: Mergers

MAY 23, 2024

Asset managers who invest in crypto assets are expanding their footprint as managers of capital for investors. Investors are increasingly seeking out asset managers that have expertise in crypto assets.

Asset Management

CNBC: Investing

AUGUST 6, 2025

Tim Seymour acknowledges it's hard to navigate the different trade headlines hitting each day, but investors should realize most of these so-called deals are not "real" news and focus on the company fundamentals instead. Seymour discusses the next catalyst for Apple shares.

Investment

Focus Investment Banking

JUNE 30, 2025

With over two decades of agricultural finance experience—including leadership roles at Rabobank and Bank of the West—Sean offers expert insights on crop performance, supply-demand dynamics, and key drivers affecting producers and agribusiness investors alike. Tune in to stay informed and ahead in California ag.

Asset Management

CNBC: Investing

JULY 6, 2025

The cryptocurrency climbed nearly 30% in the second quarter although, strangely, many investors have called it a period of consolidation, with returns declining each month and bitcoin's price remaining in the same narrow range for more than half the three months.

Investors

CNBC: Investing

JULY 23, 2025

To propel future gains, investor attention is likely to continue shifting toward Nvidia's next-gen Blackwell-based RTX chips, potentially accelerating a move away from the older Hopper line. Earlier this month, the company announced plans to resume sales of H20 chips to China. export restrictions to China.

Media

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.

Finance

Accenture Capital Markets

SEPTEMBER 5, 2023

The financial services industry—including asset managers—has had an interesting relationship with Silicon Valley. Asset managers should not assume that these tech giants will look past this industry. Asset managers should start to prepare for what is likely to be inevitable disruption.

Asset Management

The TRADE

JANUARY 10, 2024

Impax Asset Management has entered into an agreement to acquire the corporate credit assets from fixed income manager Absalon Corporate Credit, part of Formuepleje Group. Copenhagen-based Absalon serves European institutional investors and Danish high net worth individuals. The sum has not been disclosed.

Asset Management

CNBC: Investing

NOVEMBER 14, 2024

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

Asset Management

CNBC: Investing

MAY 15, 2024

Burry, who now manages hedge fund Scion Asset Management, bought more than 440,000 units of the Sprott Physical Gold Trust (PHYS).

Funds

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.

Asset Management

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.

Asset Management

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.

Trading

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.

Asset Management

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.

Asset Management