The TRADE

JULY 29, 2024

David Kirk is set to join Millennium, following almost three and a half years at Marble Bar Asset Management where he most recently served as a trader, The TRADE understands. Kirk joins the capital management firm with experience working as a trader on both the buy- and sell-side.

Asset Management 64

Asset Management Equities Trading Sale 64

The TRADE

OCTOBER 2, 2023

With this integration, TS Imagine users will now be able to: calculate margin requirements, optimise collateral usage in derivatives markets, analyse drivers and movement in margin exposure, reduce initial margin levels, and maximise margin efficiency.

Funds 64

Funds Shares Risk Management Trading 64

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. The move has opened up swathes of synergy opportunities for the pure fixed income asset manager, with its traders now working directly alongside RBC BlueBay Asset Management’s equities desk.

Trading 98

Trading Asset Management Management Electronics 98

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

The TRADE

NOVEMBER 3, 2023

More than 200 asset managers, hedge funds and other users of outsourced trading providers voiced their opinions in this first-of-its-kind piece of research. The post Around two-thirds of buy-siders believe outsourced desks could enhance trade performance in cross-border trading appeared first on The TRADE.

Trading 115

Trading Portfolio Management Asset Management Financial Services 115

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Bank 52

Bank Banking Business Underwriting 52

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. The challenge with this? The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing.

Investors 94

Investors Financial Services Insurance Investment 94

The TRADE

JUNE 9, 2023

As reported earlier this week, UBS Group’s takeover of Credit Suisse Group is expected to close as early as next Monday 12 June, dependent on registration statement (share approval from the US Securities and Exchange Commission) and other closing conditions. Credit Suisse shareholders are set to receive one UBS share for every 22.48

Government 59

Government Shares Debt Portfolio 59

The TRADE

OCTOBER 10, 2023

Cürex, a New York City‐based foreign exchange execution services and data analytics business, has a portfolio which includes: a firm pricing spot FX central limit order book supporting bank algo platforms; a pre-trade and post‐trade analytics platform which real‐time data analysis; and a peer-to-peer matching pool.

Business 69

Business Book-building Trading Asset Management 69

Growth Business

SEPTEMBER 14, 2023

They may opt for loan notes or equity shares. Management teams usually have a background in fund management rather than private equity investment. There are three different types of VCT: Generalist VCTs Most VCTs are generalist and invest in unquoted firms across a range of sectors. Contact fiona@edge.vc or ashley@edge.vc

Capital 108

Capital Investment Funds Media 108

The TRADE

MARCH 26, 2024

Ultimately, we (asset managers) should absolutely continue to encourage more competition in the space as it will drive efficiencies and technology improvements that benefit our end clients. One excellent example of collaboration that I am happy to share is at T.

Asset Management 64

Asset Management Trading Collaboration Management 64

The TRADE

APRIL 17, 2024

Global asset manager Robeco leverages a low touch and high touch trading team that spans across three continents. And, like most asset managers across the street, its global equity trading desk plays host to a variety of characters, each bringing their own individual string to the wider team’s bow.

Trading 59

Trading Equities Asset Management Portfolio Management 59

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 Portfolio Management Management 64

Mergers and Inquisitions

MAY 24, 2023

Instead, the fund would look for a company that has announced plans for a specific action , such as a spin-off of one division, and use this logic to invest: “If this spin-off happens and we’re right about the new company’s value, we could potentially earn 50% by buying the parent company’s shares.” “But EBITDA multiple , matching its own.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The Deal

FEBRUARY 7, 2024

Though business development companies are performing well in 2023 relative to the prior two years, mergers among companies with shared managers that help reduce costs amid historic underperformance are still on the table. Over the past few years, large asset managers such as BlackRock Inc.

Middle Market 52

Middle Market Management Capital Mergers 52

Solganick & Co.

SEPTEMBER 2, 2024

April 2024: IBM announced it had acquired HashiCorp , developer of the Terraform “infrastructure-as-code” platform, in a $35-per-share cash deal valued at $6.4 With its Property Management System, Aareon promotes efficient and sustainable property management and maintenance. billion buyout of Nuvei.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers M&A 52

The TRADE

JULY 17, 2023

With Middle East and North Africa (MENA) becoming a larger part of indices and portfolio managers’ thinking, decisions will have to be taken around how best to trade these markets. Foremost is smooth and continuous trading, meaning an asset manager can work on a global level with minimum hinderance.

Equities 52

Equities Trading Asset Management Management 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. “If

Trading 59

Trading Management IT Investment Manager 59

The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. In Europe, for our style of business we don’t use portfolio trading that much.

Trading 64

Trading Electronics Portfolio IT 64

The TRADE

JUNE 21, 2024

It’s also a global effort.” He shared that the SEC has engaged with market participants and regulatory counterparts worldwide, including in the Americas (Canada, Mexico, Argentina, Jamaica, and Peru), the UK, Europe, and Asia. For us, it was more challenging because we were pioneering the shift. Gensler said.

Trading 64

Trading Asset Management Management Stock 64

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 Funds Asset Management 64

Mergers and Inquisitions

FEBRUARY 28, 2024

For the right person, though, fixed income research can be even better than equity research, whether you’re at a bank, an asset management firm, a hedge fund, or a credit rating agency: Table of Contents: What is Fixed Income Research? So, I’ll share here an old report issued by Goldman Sachs on J.C.

Equities 59

Equities Debt Asset Management Recruitment 59

Mergers and Inquisitions

SEPTEMBER 13, 2023

Distressed Debt Non-Control – Buy Debt to gain influence in the restructuring or bankruptcy process and earn a huge gain upon repayment – or get common shares in a debt-for-equity swap and sell the shares at a profit.

Debt 103

Debt Funds Investment Equities 103

The Deal

JULY 18, 2023

“While a select few lenders have maintained their hold size parameters, the overwhelming majority of lenders have significantly reduced their check size in response to the drop off in redemptions and repayments in their portfolios,” said Joseph Weissglass , managing director at middle market investment bank Configure Partners LLC.

Debt 52

Debt Finance Finance Private Equity 52

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. The list goes on.

Trading 64

Trading Asset Management M&A Broker 64

The TRADE

AUGUST 2, 2024

Assets that are negatively correlated to the dollar should account for a larger share of portfolios. The foreign exchange market will be defined by a steady but persistent depreciation of the US dollar. On a trade-weighted basis, we expect a decline of some 2% per year through to 2029.

Economics 52

Economics Equities Investors Trading 52

The TRADE

JULY 24, 2023

Werner Eppacher has spent the entirety of his two-decade financial career with German asset manager DWS Group, catching his first glimpse of a trading floor as an intern for Deutsche Bank in 2003. “A We share the burden of finding budgets and funding things going forward.”

Trading 52

Trading Portfolio Management Asset Management Management 52

The TRADE

OCTOBER 18, 2024

Additionally, multi-manager hedge funds have continued to win the lion’s share of the new capital coming into the industry as they have been rewarded for their ability to mitigate risk while still delivering positive alpha to their investors. in April 2023, to 92% in 2024. We’ll probably continue to see that trend.”

Funds 69

Funds Broker Bank Banking 69

The TRADE

OCTOBER 24, 2023

Its overall market share for cash equities clearing was 34% in the first half of 2023, an year-on-year increase from 2022. The move secured the support of a broad range of key market participants, including banks, clearing firms, asset managers and custodians, including the likes of BNY Mellon, Citi and Goldman Sachs.

Trading 59

Trading Risk Management Equities Management 59

Software Equity Group

AUGUST 20, 2024

This trend goes beyond simply acquiring market share; it creates a win-win scenario for both parties. They may be weighing whether an acquisition will more efficiently help consolidate market share and reduce their competitive set, add on to or improve their product offerings, or extend into new product types or verticals.

Investment 52

Investment Management Acquisitions Business 52

The TRADE

MAY 23, 2024

It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor. billion and market share which accounted for 6.3%

Trading 52

Trading Investors Broker IT 52

The TRADE

FEBRUARY 15, 2024

Anna Nordstrom, head of the domestic and international markets functions in the markets group at Deferral Reserve Bank of New York, shared that the current reach of the FX global code extended to 1300 entities – including the top 15 asset managers globally.

Asset Management 52

Asset Management Trading Bank Banking 52

The TRADE

FEBRUARY 21, 2025

Kepler Cheuvreux and Unigestion have announced a strategic partnership which will see the firms launch a joint public equities asset management company. The post Kepler Cheuvreux and Unigestion unveil joint 3 billion asset management plans appeared first on The TRADE.

Asset Management 59

Asset Management Management Equities Portfolio Management 59

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. per share, versus the $1.68 a share anticipated from analysts polled by FactSet. Shares are down about 1% year to date. Its first-quarter adjusted funds from operations were $2.08

Stock 64

Stock Bank Banking Hospitality 64

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. The portfolio will include investment grade corporates and securitised credit. trillion assets under management.

Insurance 59

Insurance Asset Management Portfolio Investment 59

The TRADE

JANUARY 24, 2025

Speaking to The TRADE, Dean Gray, head of EMEA outsourced trading at Jefferies shared insight from the firms own experience: To date, smaller and mid-sized managers tend to prefer a full outsourced model.

Trading 69

Trading Asset Management Management Portfolio 69

The TRADE

APRIL 22, 2025

billion, is set to provide the first single-instance, multi-tenant, cloud-native front-to-back platform for the entire investment management industry. Clients now have a shared, live view of their portfolios and operationsenabling faster execution, stronger risk oversight, and a platform that evolves with them.

Acquisitions 52

Acquisitions Investment Manager Portfolio Management 52