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

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

FEBRUARY 10, 2025

Further roles at Fidelity International include stints as fixed income trading business manager, senior fixed income change manager, and senior fixed income portfolio analyst. Before joining Fidelity International, Awan spent two years at Royal London Asset Management.

Consulting

The TRADE

JUNE 18, 2025

ABN Amro Clearing has become an active participant of Cboe Clear Europe’s Securities Financing Transactions (SFT) clearing service, acting in the capacity of borrower. The post ABN Amro Clearing joins Cboe Clear Europe’s SFT Clearing service appeared first on The TRADE.

Trading

CNBC: Investing

JUNE 21, 2025

Within securitized, he likes collateralized loan obligations — especially the AAA-rated assets, the highest quality part of the market. The Janus Henderson AAA CLO ETF (JAAA) currently has a 30-day Securities and Exchange Commission yield of 5.35%. Flows into CLOs remain strong, Dangoor noted. " he added.

Portfolio

The TRADE

JUNE 9, 2025

Previous companies include Bloomberg Tradebook, Execution, Canaccord, C.I.M Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank.

Capital Market

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

The TRADE

JULY 28, 2025

He has previously served in a range of roles at firms including Signpost Capital, Incline Global Management, Perella Weinberg Partners, Stonebrook Fund Management, and Jefferies. In his new role he is set to work closely with hedge funds and asset managers. Further new hires are expected to be made to the time imminently.

Sale

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

The TRADE

JULY 2, 2025

When talks of a European shift began in earnest, the asset management community was keen for Europe to shift to one day settlement as soon as possible, with the Investment Association (IA) publicly pushing for a 2026 move. Though the US shift to T+1 was relatively painless in the end, ultimately this is a different beast.

Trading

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 1, 2024

We did a survey on about 300 global asset managers and one of the main themes that came out of that was around outsourcing. T+1 was also a really big driver for us – we’ve seen quite a few managers who were looking to solve for different positions around that.

Trading

The TRADE

DECEMBER 31, 2024

Other areas of focus set to redefine the industry landscape include the continued adoption of AI in trading applications, the growth of tokenised securities and digital currencies, the electronification of securities lending, the move toward a real-time middle office and the standardisation of carbon emissions.

Trading

The TRADE

APRIL 29, 2025

The solution, called SIX Fixed Income Data, is designed to provide banks, asset managers, wealth managers and hedge funds globally with reliable fixed income data, based off an array of information sourced from global markets. The provider has said that the offering will give clients access to data for 3.6

Asset Management

Global Newswire by Notified: M&A

JUNE 25, 2025

Morgan Securities LLC, RBC Capital Markets, Vestra Advisors, and Wells Fargo served as financial advisors to New Home. About Apollo Apollo is a high-growth, global alternative asset manager. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal counsel to New Home. Landsea Homes Corporation New Home Co.

Corporation

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

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.

Acquisitions

Software Equity Group

JUNE 25, 2025

This includes relevant information about the software platform, service, security and compliance, and any relevant methodology and processes. Supplier/Asset Management Buyers will want an overview of all suppliers and services as they relate to the software, as well as examine with more scrutiny where control lies within those relationships.

M&A

CNBC: Investing

JUNE 17, 2025

" The holdings of the fund will include riskier assets than the so-called core fixed income offerings from Vanguard and other major asset managers. At the high end, the fund can hold as much as 65% of its portfolio in high yield corporate bonds, according to the fund's prospectus.

Funds

Global Newswire by Notified: M&A

JULY 29, 2025

As equal partners, Pacific Reach will take on the role of asset-manager and work closely with Dilawri to elevate an already exceptional luxury hotel. Marriott International will continue to manage the hotel under The Ritz-Carlton brand without disruption to operations.

Hospitality

The TRADE

MARCH 12, 2024

Digital Asset’s blockchain network Canton has completed a pilot involving a large group of major investment banks and asset managers demonstrating interoperability of independent distributed ledger applications (dApps) in the capital markets domain.

Asset Management

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

The TRADE

JUNE 24, 2024

Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan.

Asset Management

Accenture Capital Markets

JUNE 18, 2024

Generative AI (gen AI) is predicted to impact over two-thirds of all functions across the capital markets industry, suggesting that the technology has the potential to significantly transform all its segments—including asset management. The majority of asset manager have already started on this journey.

Asset Management

The TRADE

NOVEMBER 3, 2023

Wells Fargo has appointed Jon Thorne as senior securities sales trading specialist, The TRADE can reveal. James Hilton was appointed multi-asset managing director in RBC’s low touch team, while Suzanne Webster joined as a multi-asset director.

Sale

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.

Asset Management

Growth Business

OCTOBER 30, 2023

More than £150m of funding was provided by Yorkshire, Manchester and Merseyside pension funds, while further support was secured from institutional investors including British Patient Capital (part of the British Business Bank) and Lansdowne Partners.

Securities

The TRADE

JUNE 10, 2024

Previously in his career, he served as head of equity trading for Asia Pacific at Deutsche Bank and Deutsche Bank Securities for two years and 13 years, respectively. Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management, joined Titan Investment Solutions as a junior portfolio manager and trader.

Asset Management

The TRADE

NOVEMBER 13, 2023

Nasdaq European Markets selected Matteo Balladori, former head of European business development at Citadel Securities, to join the venue as a senior sales director, The TRADE revealed. He joined Nasdaq European Markets in its European equities sales team based in London after nearly six years at Citadel Securities.

Asset Management

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.

Asset Management

The TRADE

AUGUST 29, 2023

UK asset manager Liontrust conditionally agreed to acquire its Swiss competitor GAM Holding for £96 million back in May, following murmurs of the deal in April. The investor group has confirmed to the current board “their intention to secure sufficient financial resources to fund GAM’s operations as a going concern”.

Asset Management

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.

Asset Management

The TRADE

JUNE 7, 2024

It’s more the longer-term items of extending settlement stress testing, your custodian’s ability to afford you an overdraft, seeing what the claims do in this quarter compared to last quarter,” said another asset manager on the discussion being held under Chatham House rules.

Asset Management

The TRADE

OCTOBER 22, 2024

The post Asset management association pushes for Europe to switch to T+1 in 2026 appeared first on The TRADE.

Asset Management

The TRADE

JULY 13, 2023

The US move to T+1 settlement was passed through in a bid to increase the efficiency of market operations, however an Acuiti report has stated that 53% of asset managers believe that the move will not make US equities more attractive. European authorities are preparing EMIR 3.0

Asset Management

The TRADE

DECEMBER 29, 2023

Coming in at number three in our most read stories was news in September that the US’ Securities and Exchange Commission (SEC) had issued a ruling for a new National Market System. Among the asset management bands that were merged were Perpetual, Pendal, Barrow Hanley, J O Hambro, Regnan, Trillium and TSW.

Asset Management

The TRADE

JUNE 14, 2023

Exchange and clearing house operator Cboe Global Markets is planning to introduce a central counterparty (CCP) clearing service for securities financing transactions (SFT) in Q3 2024. Settlement will take place in 19 European Central Securities Depositories (CSDs).

Finance