The TRADE

DECEMBER 9, 2024

The new service will offer insights to hedge funds, asset managers and other buy-side based off real-time liquidity mapping. Broadridge said its approach identifies ideal algorithmic execution for orders and reduces outliers to improve trading costs.

Asset Management

The TRADE

JULY 7, 2025

Nomura Asset Management Mark Molloy has confirmed his departure from Nomura Asset Management, where he most recently served as senior trader.  He has now joined Morgan Stanley Investment Management as a macro trader.

Asset Management

The TRADE

JUNE 9, 2025

Liontrust Asset Management’s trading for investment funds and institutional accounts has been officially outsourced to BNY. John Ions Liontrust announced that it was exploring outsourcing parts of its trading to BNY back in January, with initial plans at the time stated to be covering non-UK activity.

Trading

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.

Management

The TRADE

JULY 24, 2025

In May, the UK’s Financial Conduct Authority’s (FCA) implemented new rules allowing fund managers to pay for research with a joint payment option, essentially allowing for the ‘bundling’ together of payments for trade execution and research. But, demonstrably, there was work to be done when it came to the introduced set-up.

Asset Management

The TRADE

NOVEMBER 25, 2024

Vikesh Patel With this approval, the pan-European clearing house will introduce a service for European SFT transactions in cash equities and ETFs, which includes central clearing, settlement and post-trade lifecycle management. However, the group now believes it has the correct recipe for success.

Finance

The TRADE

JUNE 6, 2025

Sand Grove Capital Management has selected HUB, a cloud-based post-trade platform, to automate and optimise its reporting workflows. The London-based alternative investment firm, which manages $1.2 The post Sand Grove Capital taps HUB for post-trade automation appeared first on The TRADE.

Capital

The TRADE

AUGUST 6, 2025

Order management systems (OMSs) and execution management systems (EMSs) are becoming increasingly important for asset managers looking to optimise their trading workflows, however more than half of equity buy-side traders prefer to use separate systems, a new report by Coalition Greenwich has revealed. Despite some uptake of integrated OEMS systems (..)

Equities

The TRADE

JANUARY 14, 2025

UK asset manager Liontrust Asset Management is exploring outsourcing parts of its trading to BNY, according to an update released this morning. Liontrust and BNY declined to comment when reached out to by The TRADE. Most recent was news in December that Avanza Fonder had outsourced to Northern Trust.

Trading

The TRADE

JULY 10, 2025

Jupiter is set to acquire the entirety of asset manager CCLA Investment Management for a consideration of £100 million. CCLA is the largest UK asset manager focused on non-profit organisations, it currently has more than £15 billion AUM and works on behalf of charities, religious institutions and local authorities.

Investment Manager

The TRADE

JANUARY 13, 2025

Most importantly, this acquisition enables seamless data management from the front-office to the back-office, unlocking powerful network effects that amplify client value, said Sandeep Sahai, chief executive of Clearwater Analytics. billion deal appeared first on The TRADE.

Business

The TRADE

JULY 15, 2025

Serhan Eryuksel has joined Marex’s outsourced trading team, focused on sales in the UK, Europe and MENA. London-based Eryuksel most recently spent 15 years at UBS – predominantly in senior sales and equity trading roles before heading up the business development of UBS’ outsourced trading platform across EMEA.

Trading

The TRADE

JULY 11, 2025

Prior to Mifid, the status quo saw firms combine research costs and trading activities as one, however with the advent of the directive, fees were unbundled. 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

The expanded trading platform of Panmure Liberum now holds trading relationships with more than 900 counterparties across the UK, US, Europe and Asia. The post Panmure Liberum and Nedbank CIB announce equities partnership appeared first on The TRADE.

Equities

The TRADE

JULY 28, 2025

Marex has appointed Patterson McDonald to the prime brokerage and outsourced trading sales tea m. He joins from Jefferies where he had most recently spent five years as vice president, focused on outsourced trading and relationship management and prime sales for new launch hedge funds.

Sale

The TRADE

JUNE 27, 2025

The post New State Street research claims the lines between front- and back-office data are blurring appeared first on The TRADE. Surprisingly, this was not the case.” Across back-office activities, only 20 to 30 percent reported that GenAl was currently adding value in specific activities.

Asset Management

CNBC: Investing

JULY 14, 2025

" Ryan added that the last time he upgraded Goldman Sachs was in January 2020, when the stock traded at around $220. Now, with the stock trading around $700, gains may be harder to come by. The upgrade made sense at the time, given Goldman Sachs' rapidly growing business verticals.

Stock

MergersCorp M&A International

JUNE 25, 2025

M&A Sale of FINMA Asset Management Regulated Portfolio Management and Trustee Activities: Providing specialized advisory for firms engaged in portfolio management of financial instruments and regulated trustee services under the Financial Institutions Act (FinIA).

Advisory

The TRADE

JULY 14, 2025

The ‘cloud strategies in financial services’ survey includes insights from financial firms across the industry, including banks, private equity, investment management, asset management; broker dealers, hedge funds, pension funds, and more.

Investment

The TRADE

AUGUST 5, 2025

The expansion opened up trading opportunities in Dubai, Kuwait, Qatar, Abu Dhabi, Saudi Arabia, Oman, Bahrain and Egypt. The post Kepler Cheuvreux and Halo Investing unveil strategic partnership to expand Middle East structured products access appeared first on The TRADE.

Investment

The TRADE

JULY 21, 2025

The London Stock Exchange Group (LSEG) may become the first trading venue to pave the way for 24-hour trading in Europe and the UK.

Trading

The TRADE

JULY 9, 2025

Bloomberg has partnered with Clearwater Analytics to provide a combined front-to-back investment offering for asset owners and asset managers. Laila Mirsepassi The collaboration combines Bloomberg’s investment solutions suite with Clearwater’s accounting solution and is set to support users in managing costs and reducing risk.

Investment Manager

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. The post OptimX connects with Charles River to offer institutional clients bilateral liquidity appeared first on The TRADE.

Broker

The TRADE

JANUARY 22, 2025

What has your journey to the trading desk been like? I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. My day may range from trading liquid US stocks to more illiquid European names.

Funds

The TRADE

JUNE 18, 2025

Jan Treuren Cboe Clear Europe launched the clearing service in March 2025, wherein Natixis Corporate & Investment Banking acted as a principal lender against JP Morgan as a borrower, as part of the first trades cleared through the new service.

Trading

The TRADE

JUNE 9, 2025

Sinet brings 10 years of trading experience to his new position and previously worked as a credit trader at Mizuho from April 2023 to November 2024. Peel Hunt Peel Hunt’s head of electronic and program trading Nishad Vallonthaiel is departing for pastures new, The TRADE can reveal.

Capital Market

The TRADE

JULY 14, 2025

BNY Buy-side Trading Solutions Legal & General Investment Management (LGIM) equity and foreign exchange trader Jamie Jones is set to leave the firm to join BNY’s expanding outsourced trading refit, as revealed by The TRADE. BNY declined to comment on his appointment.

Investment Manager

The TRADE

JULY 2, 2025

But, as this massive shift for trading processes looms, it’s time to take a look eastward at what this change for Europe could mean for its APAC counterparties. The cost of being out of alignment There are two ways to look at the APAC conundrum when it comes to Europe’s T+1 shift – the effect on Asia trading in Europe, and vice versa.

Trading

CNBC: Investing

JULY 10, 2025

The S & P 500 rebalance, which typically comes on the third Friday of the last month in a quarter, is usually an event that sparks billions of dollars of trading and spurs passive investment funds to snap up shares of the new companies being added to the index. Crypto exchange Coinbase was the latest beneficiary of such an inclusion.

S&P

The TRADE

JULY 23, 2025

The move follows significant developments in the crypto markets in Europe in the past few months.

Asset Management

The TRADE

NOVEMBER 13, 2024

The world of trading, and investment generally, is littered with the remnants of now-redundant solutions once thought to be the ‘future’ of the industry. Optimistic market sentiment Market sentiment around the use cases of AI across asset classes is very much on the up.

Trading

The TRADE

JULY 21, 2025

Others are expected to take place in the coming days, The TRADE understands. “Last week, Clear Street decided to part ways with a small portion of London-based team members, representing one group partially responsible for regional equity execution. Clear Street has been vocal in its attempts to expand in the UK.

Trading

The TRADE

NOVEMBER 1, 2024

What are the prominent trends are you seeing in the outsourced trading space? There has been a shift in the size and scale in the types of managers that we’re talking to. We did a survey on about 300 global asset managers and one of the main themes that came out of that was around outsourcing.

Trading

CNBC: Investing

JUNE 21, 2025

President Donald Trump 's deadlines for reaching trade deals is fast approaching, with the pause on reciprocal levies due to expire in July. The central bank opted to hold interest rates steady when it concluded its two-day meeting on Wednesday. At the same time, the market is awaiting a resolution on tariffs.

Portfolio

Mergers and Inquisitions

JANUARY 22, 2025

Traditionally, banks gave away equity research reports for free to incentivize large clients to trade with the bank. Therefore, equity research generated revenue indirectly via trading commissions , but it was still considered a front-office role due to the compensation, interaction with managers and investors, and exit opportunities.

Investment Banking

The TRADE

JULY 8, 2025

In his new role, Fidance will be based out of London, where he is set to expand access new markets and liquidity, and enhance product and distribution as well as engagement with local and international asset managers. The post Liquidnet taps State Street for head of CEEMEA equity markets appeared first on The TRADE.

Equities

CNBC: Investing

JULY 17, 2025

By scanning for stocks making new three-month highs, I was able to identify one asset manager that has diverged from the rest. The charts of Apollo Global Management (APO) feature strong trend characteristics, improving relative strength, and supportive volume readings.

Stock