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

JUNE 30, 2025

Kepler Cheuvreux and Unigestion have launched joint public equities asset management company, Kepler Unigestion, following the close of transaction and regulatory approvals. Specifically, the partnership is set to focus on quantitative strategies for listed equities.

Asset Management

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

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. Fintech Broadridge has launched a new artificial intelligence powered insights service aimed at arming the buy-side with better information around algorithmic strategies on NYFIX, the firms order routing network.

Asset Management

CNBC: Investing

JULY 12, 2025

Asset managers and capital markets analyst Alexander Blostein, who rates State Street a buy, calls its risk-reward profile the "most attractive" among trust banks in his coverage. " Permian Resources is scheduled to release earnings August 6, Goldman said. Financial services provider State Street Corp.,

Trading

The TRADE

NOVEMBER 5, 2024

How is trading talent set to evolve going forward? The future trading talent has a different educational background than what has been the norm for decades. Future traders will possess more technical skillsets and they will have quantitative and mathematical backgrounds.

Trading

The TRADE

FEBRUARY 10, 2025

Rokos Capital Management has appointed Sabina Awan as trading solutions consultant, based in London. Prior to that, she worked as global trading business manager. Before joining Fidelity International, Awan spent two years at Royal London Asset Management. Awan announced her appointment in a social media post.

Consulting

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

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.

Asset Management

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. During his time at Stifel, Kilfoy served as a managing director in trading, covering liability and sales trading.

Investment Manager

The TRADE

JULY 11, 2025

Asset managers have now had eight weeks to digest the FCA’s final policy statement ( CP24/9 ) that shows that the FCA has listened to the buy-side’s concerns, and allowed for both strategy or firm-level budgeting for research,” explained Substantive.

Funds

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

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.

Finance

The TRADE

JUNE 27, 2025

In a survey of 920 asset managers, asset owners, wealth managers, and insurers across North America, Europe, the UK, APAC, the Middle East, and Latin America, State Street found that nearly one-third (32%) of respondents are prioritising the use of back-office data to generate competitor intelligence and market insights.

Asset Management

The TRADE

DECEMBER 4, 2024

The trade associations – namely, the Association for Financial Markets in Europe (AFME), BVI (German Investment Funds Association), Bundesverband der Wertpapierfirmen (bwf), the European Fund and Asset Management Association (EFAMA) and the International Capital Markets Association (ICMA) – have released a joint statement on behalf of their members (..)

Corporation

The TRADE

JULY 4, 2025

We’ve seen a few causes in the last two years – we’ve seen record flows out of European equities, so assets are going down, less fees coming in, and then we’ve seen a lot of fee pressure from compliance. “So So how do we do that?

Trading

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

Capital

The TRADE

AUGUST 5, 2025

The firms have also said that the offering will make use of local markets and regulatory insight to provide a wide suite of services to the region, spanning idea generation, product engineering, lifecycle management and post-trade reporting.    Read more – Kepler Cheuvreux and Unigestion unveil joint €3 billion asset management plans   Jean-Pierre (..)

Investment

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

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.

Investment Manager

The TRADE

JULY 15, 2025

The partnership will also see Panmure Liberum serving as Nedbank CIB’s preferred execution partner for UK and European equities following, which aligns with South African legislation changes allowing asset managers to increase overseas securities allowances. Similarly, for South African equities Nedbank will act as Panmure Liberum’s preferred execution (..)

Equities

The TRADE

JULY 23, 2025

Similarly, in April 2025, One Trading became EU’s first Mifid II-regulated venue for crypto perpetual futures , increasing the European crypto-assert exchange’s accessibility to both institutional and eligible retail clients. The post CoinShares AM becomes first European asset manager to receive MiCA authorisation appeared first on The TRADE.

Asset Management

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

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

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. In October, UK-based asset manager Artemis selected Northern Trust to provide outsourced trading services for its equities and derivatives activity, effective January 2025.

Trading

Global Newswire by Notified: M&A

AUGUST 5, 2025

This deal continues the expansion of Arax’s differentiated wealth management and advisory platform, reinforcing the firm’s presence in the Midwest through a strategic partnership with another leading RIA. Financial terms of the transaction were not disclosed. Financial terms of the transaction were not disclosed.

Investment

The TRADE

JUNE 9, 2025

Speaking about his new appointment, McLean said: “There is significant opportunity in both private capital markets and ECM across Australia and New Zealand and I look forward to growing the team and delivering for our clients.”

Capital Market

The TRADE

JUNE 18, 2025

At the time, Cboe noted that several entities were already on board, with other banks, asset managers, broker-dealers, and agent lenders having also completed final testing in preparation for clearing.

Trading

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

The TRADE

JULY 28, 2025

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. In his new role he is set to work closely with hedge funds and asset managers.

Sale

CNBC: Investing

JULY 14, 2025

"We believe we had a differentiated call over the years as the company was gaining more market share in its Institutional business than we believe was widely appreciated while it had also raised more AUM than most publicly traded Alternative Asset Managers, with a substantial earnings runway ahead for that business — which we argued should also (..)

Stock

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

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

CNBC: Investing

JULY 10, 2025

More In Pro Stock Picks Best Stocks: The behind-the-scenes company helping drive new innovations in our world Josh Brown 3 hours ago Finding opportunities in alternative asset managers and a bearish call on the U.S.

S&P

The TRADE

JUNE 30, 2025

Mark Molloy has confirmed his departure from Nomura Asset Management, where he most recently served as senior trader. billion deal. The move is set to expand the firm’s global capabilities and will see Nomura gain $180 billion in retail and institutional client assets across equities, fixed income and multi-asset strategies.

Asset Management

The TRADE

JULY 21, 2025

So, building policy around the US model risks missing the mark.”  Read more – Rethinking market hours: Why Europe should follow behaviour, not headlines Additionally, Europe’s primary markets operate the longest continuous equity trading day in the world, with most of them running at eight and a half hours.

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