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 52

Advisory Portfolio Management M&A Asset Management 52

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 52

Investment Financial Market Private Equity Asset Management 52

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. Cboe Clear Europe is offering central clearing, settlement and post-trade lifecycle management of European SFTs in cash equities and ETFs.

Trading 52

Trading Asset Management Finance Finance 52

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 52

Trading Retail Equities Stock 52

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 52

Capital Market Trading Equities Asset Management 52

The TRADE

DECEMBER 31, 2024

Jim Kaye, Executive Director at the FIX Trading Community Next year will be the year of preparation. One of the key challenges facing firms is the need for faster and more accurate trade matching. Under the current T+2 cycle, discrepancies in trade details can often be resolved with minimal impact.

Trading 52

Trading Management Financial Institution Investment 52

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 59

Trading Investors Management Investment 59

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. Within securitized, he likes collateralized loan obligations — especially the AAA-rated assets, the highest quality part of the market. Flows into CLOs remain strong, Dangoor noted.

Portfolio 117

Portfolio Media Investment Stock 117

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 52

Trading IT Broker Management 52

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 72

Stock Investment Asset Management Media 72

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 80

Stock Asset Management Investment Management 80

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 post SIX launches new data offering for global fixed income markets appeared first on The TRADE.

Asset Management 52

Asset Management Debt Capital Market Management 52

The TRADE

NOVEMBER 20, 2024

Global head of equity trading at Janus Henderson, Dan Royal, accepted a Lifetime Achievement Award from The TRADE last night at the first ever Leaders in Trading New York awards ceremony. Beginning his career in 1984 as an FX trading manager at Cargill, based in Chicago, his career spans four decades.

Trading 52

Trading Advisory Equities Asset Management 52

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 52

Acquisitions Asset Management Portfolio Management Management 52

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 52

M&A Business Architecture Accountant 52

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 68

Funds Portfolio Corporation Debt 68

The TRADE

NOVEMBER 3, 2023

Wells Fargo has appointed Jon Thorne as senior securities sales trading specialist, The TRADE can reveal. Jonathan Tse was appointed managing director, EMEA head of electronic trading quant analytics, platform and product at UBS last month, following a move over from Credit Suisse.

Sale 115

Sale Trading Securities Electronics 115

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 119

Asset Management Investment Banking Management Bank 119

The TRADE

AUGUST 30, 2023

Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, The TRADE can reveal. Union is bolstering its digital assets division, The TRADE understands.

Trading 105

Trading Asset Management Management Portfolio Management 105

The TRADE

JUNE 24, 2024

UBS appointed Carlos Salcedo head of capital markets financing sales Americas, according to an internal memo seen by The TRADE. Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

The TRADE

NOVEMBER 3, 2023

Almost two thirds (63%) of buy-side equity market participants believe outsourced desks would result in improved execution quality and trade performance when trading across regions, according to new research from Coalition Greenwich. This figure was up markedly from similar research in 2020, which had the result at 5%.

Trading 115

Trading Portfolio Management Asset Management Financial Services 115

The TRADE

FEBRUARY 27, 2024

Fintech giant FIS has acquired SaaS post-trade platform Torstone Technology, according to multiple sources close to the matter. Some of its major recent mandates include a 10-year agreement to provide post-trade technology to BNP Paribas and $1.5

Trading 111

Trading Capital Market Asset Management Capital 111

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 64

Asset Management Management Trading Investment 64

The TRADE

JUNE 10, 2024

UBS selected one of its newly acquired Credit Suisse staff to replace its retiring global head of execution services, Brent Johnson, according to an internal memo seen by The TRADE. He began his trading career at UBS in Hong Kong. Livingstone previously served as head of trading – FX and ETFs at Tavistock Investments.

Asset Management 64

Asset Management Management Trading Equities 64

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 59

Asset Management Management Sale Equities 59

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 64

Asset Management Management Broker Trading 64

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 59

Asset Management Management Investors Trading 59

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 64

Asset Management Management Trading IT 64

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 59

Asset Management Management Capital Market Trading 59

The TRADE

DECEMBER 19, 2023

Martin Hendry, deputy head of trading, Liontrust Asset Management As we peer into the crystal ball for 2024 trading, a notable shift is anticipated with the adoption of T+1 settlement for US equity transactions. What challenges will Asian and European asset managers face with their FX overlay process?

Trading 69

Trading Asset Management Investment Manager Management 69

The TRADE

JULY 18, 2024

The Green Impact Exchange (GIX) is on track to becoming the first sustainability-focused securities exchange in the US to file with the US Securities and Exchange Commission (SEC), and if approved, could begin operations in early 2025. It means your company is sincere in its motivation to follow through on those promises.

Trading 64

Trading Securities Accountant Capital Market 64

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 64

Asset Management Finance Finance Management 64

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 111

Asset Management Broker Management Trading 111

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. Just 29% answered that DTO had not had an impact on their trading patterns.

Asset Management 52

Asset Management Management Equities Trading 52

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 75

Finance Finance Securities Capital 75

The TRADE

MAY 15, 2024

BNY Mellon has today announced the integration of Global Markets Trading (GMT), which will combine the firm’s capabilities in foreign exchange, fixed income, equities and capital markets to provide full-service client provisions.

Trading 69

Trading Asset Management Capital Market Broker 69

The TRADE

OCTOBER 22, 2024

UK-based asset manager Artemis has selected Northern Trust to provide outsourced trading services for its equities and derivatives activity, effective January 2025. Northern Trust will support all trading activity for Artemis’ equity funds under management and all related over-the-counter and exchange-traded derivatives.

Investment Manager 64

Investment Manager Equities Trading Management 64