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

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. "Mgmt.

Stock

The TRADE

NOVEMBER 13, 2024

Speaking to The TRADE, Timothee Consigny, chief technology officer at H2O Asset Management, asserts that there is a definite place for artificial intelligence within capital markets and the time for adoption is now. “[Gen-AI] For example, AI models are not good at maths – that’s just not what they’re trained to do.”

Trading

CNBC: Investing

JULY 11, 2025

Asset management heavyweight BlackRock is among these names. Analysts have lowered their earnings per share estimates for the quarterly period and have continued to lower them for 2025 as market concerns about tariffs and inflation remain, according to FactSet senior earnings analyst John Butters. Shares are up 7% year to date.

S&P

Global Newswire by Notified: M&A

JUNE 25, 2025

With greater scale, market diversity and a shared focus on delivering exceptional customer experiences, we are well positioned to further extend our platform and enhance our offerings to homebuyers. per share in cash for each share of Landsea Homes’ common stock they owned, without interest and less any applicable withholding taxes.

Corporation

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

CNBC: Investing

JUNE 29, 2025

For most of the past year, shares have traded within a flat range without any kind of solid move higher. " Another reason for Nvidia's recent lag may be that the stock has been a victim of its own success, said Gene Munster, co-founder of Deepwater Asset Management.

Shares

Software Equity Group

JUNE 25, 2025

Custom solutions in the customer base as well as third party software packages will also need to be shared here. Additional Requests Buyers will want information on credit memos, invoices and deposits, property and equipment valued over $1,000, and management and shareholder expenses. need to be compiled and shared.

M&A

Global Newswire by Notified: M&A

JULY 29, 2025

This acquisition marks a significant milestone for Pacific Reach and Dilawri, showcasing their shared dedication to elevating Canada’s hospitality space. The transaction represents the new owners’ shared vision for the property’s bright future. Pacific Reach is based in Vancouver with a presence throughout North America.

Hospitality

Focus Investment Banking

JUNE 13, 2025

I did meet Josh junior year at in London and I, but I went to work in finance as well at UBS and made a career of in the wealth and asset management space roughly 2 years ago. For folks who want to get in touch and learn more and connect and share insights and information, how can they go about doing that? Michelle Fuller: Yeah.

Business

CNBC: Investing

AUGUST 6, 2025

The founder of Seymour Asset Management is a buyer of Apple (AAPL) today, but not because CEO Tim Cook is giving President Donald Trump a $100 million peace offering with a promise to manufacture more of its products on U.S. Seymour discusses the next catalyst for Apple shares.

Investment

CNBC: Investing

JULY 23, 2025

NVDA YTD mountain Nvidia shares year to date Nvidia shares have risen 24% year to date, with a nearly 6% gain so far this month. To propel future gains, investor attention is likely to continue shifting toward Nvidia's next-gen Blackwell-based RTX chips, potentially accelerating a move away from the older Hopper line.

Media

CNBC: Investing

JULY 15, 2024

DNB Asset Management, a Nordic fund giant, dumped a sizable portion of its Nvidia stake after the chip giant's stunning 2024 run.

Asset Management

The TRADE

JANUARY 11, 2024

Athina Trika Speaking to The TRADE, Athina Trika, CFA, execution sales at Kepler Cheuvreux, explained: “KCx’s Analytical Suite is a significant step toward increased transparency, opening up a broad prospect of opportunities for flexible and agile data sharing.

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

DECEMBER 4, 2023

Data sharing network Glimpse Markets has added KBC Asset Management to its growing list of buy-side participants. “By joining Glimpse, we’re anticipating future market developments towards greater transparency and the democratisation of data through broader industry collaboration.

Asset Management

CNBC: Investing

FEBRUARY 28, 2025

Morgan Stanley expects a more attractive growth profile for Voya Financial and significant improvement in the asset manager's excess capital generation.

Asset Management

The TRADE

JUNE 1, 2023

The near-constant stream of mergers and acquisitions across both the sell- and buy-side appears to show no signs of abating as two asset management deals have been announced in the past 24 hours. The move comes as Franklin seeks to increase its assets under management and expand on its presence in other sectors.

Asset Management

The TRADE

SEPTEMBER 19, 2024

Oaktree Capital Management has agreed to acquire Close Brothers Asset Management (CBAM) – the wealth management arm of Close Brothers – for an equity value of up to £200 million, set to be completed in early 2025 pending customary regulatory approvals.

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. In addition, the group also considered a partial public offer to purchase “up to” 28 million GAM shares – equating to around 17.5% per share in a bid to halt the offer.

Asset Management

The TRADE

SEPTEMBER 21, 2023

Asset managers are focusing on costs and value, and in turn are not prioritising investment research budgets as the prospect of rebundling looms, a new buy-side study by Substantive Research has found. The post Asset managers not prioritising research budgets as prospect of rebundling looms, study finds appeared first on The TRADE.

Asset Management

CNBC: Investing

JULY 13, 2023

Investors' move to reallocate toward fixed income can boost shares of certain asset managers and brokers.

Asset Management

The TRADE

JULY 7, 2023

Generali has entered a definitive agreement to acquire US-based Conning from Cathay Life in a deal that will see it become one of the largest asset management firms in Europe. Earlier this year, UK asset manager Liontrust also entered into a conditional agreement to acquire Swiss asset management company, GAM Holding for £96 million.

Asset Management

The TRADE

NOVEMBER 14, 2023

As asset managers continue to look for ways to fully capitalise on data, a new SIX report has found that almost half view data velocity as the key challenge in enabling analytics to drive growth. These individuals work across financial institutions, asset managers, wealth managers, investment banks, and asset servicers.

Asset Management

Global Banking & Finance

DECEMBER 23, 2024

BNP Paribas has formally signed the previously announced 5.1bn ($5.3bn) share purchase agreement for Axa Investment Managers. Axa and BNP Paribas Cardif entered into exclusive negotiations in August to offload Axa’s asset management division.

Shares

The TRADE

OCTOBER 11, 2023

Data sharing network Glimpse Markets has added Andra AP-fonden (AP2) to its growing list of buy-side participants. Elsewhere, PGGM, Allianz Global Investors, Bluebay Asset Maagement, Cowe, Exoé, Federated Hermes and Natixis TradEx Solutions have also shown their support.

Shares

The TRADE

FEBRUARY 20, 2024

At the TradeTech FX US conference in Miami last week, a panel of experts including some of the largest asset managers gathered to discuss what the market is prioritising when asking the ever-hot topic of ‘buy versus build,’ sharing their perspectives and empirical advice for 2024 and beyond.

Asset Management

The TRADE

JULY 17, 2024

Royal London Asset Management’s (RLAM) trading team is no stranger to change. The London-based asset manager has undergone not one but three makeovers in recent years as it continues to evolve with the demands of the street. There’s no point me buying 27 shares and moving it a penny.

Asset Management

The TRADE

DECEMBER 29, 2023

Perpetual merges regional asset management businesses under one global umbrella At number two in our most read stories series, we have the announcement that Perpetual Group had merged its regional assets management businesses to form one global division in August.

Asset Management

Accenture Capital Markets

SEPTEMBER 5, 2023

According to the cyber crime study, an asset management firm could spend more than $17 million per year on charges relating to managing and recovering from incidents. For more on cyber resiliency, read our InsideOps: Cybersecurity for Asset Managers: Shielding Your Firm from Risks.

Asset Management

The TRADE

OCTOBER 17, 2024

Eric Heleine, head of the buy-side trading desk at Groupama Asset Management, is set to step away from the firm before the end of the year, The TRADE has learnt. His departure comes in the wake of the new Groupama-Amundi partnership – which he has led for the last two years.

Asset Management

Global Newswire by Notified: M&A

SEPTEMBER 23, 2024

The closing of the transactions contemplated by the definitive agreement (the “ business combination ”) is subject to certain conditions, including, without limitation, the approval of the shareholders of Kaival Brands and the approval of the listing of the shares of Pubco on the Nasdaq Stock Market (“ Nasdaq ”). GRANT-VALKARIA, Fla.,

Mergers

The TRADE

MAY 22, 2024

Groupama Asset Management has entered a strategic partnership with Amundi Intermediation to accelerate the transformation of its execution business. Eric Heleine The partnership will see Groupama AM combine its team of traders with Amundi Intermediation to help achieve its ambitions.

Trading

The TRADE

OCTOBER 19, 2023

Rock, in conjunction with the other Newgame investors, will control around 30% of GAM shares once their tender offer has completed, the businesses confirmed. The post GAM shares turnaround plan to return to profitability appeared first on The TRADE.

Profitability

The TRADE

JULY 19, 2024

What is driving the purported ‘comeback’ of traditional asset managers? This alone was enough to make institutional asset managers wary of making moves. However, macroeconomic uncertainty, particularly due to historic inflationary pressures and rising yields, kept traditional asset managers cautious.

Asset Management

The TRADE

OCTOBER 2, 2024

Through this collaboration, Charles River Development can now participate on Glimpse sans technology integration, sharing their fixed income data across the Glimpse network.  Rowe Price and Andra AP-fonden. The post Charles River and Glimpse Markets unveil partnership appeared first on The TRADE.

Collaboration

The TRADE

SEPTEMBER 22, 2023

Deutsche Börse’s final tender result for its public takeover of SimCorp has been announced today, with the company holding 93.97% of the share capital and voting rights in SimCorp upon completion of the acquisition. The minimum acceptance level is 50% plus one share of all SimCorp shares. SimCorp has been valued at $4.3

Acquisitions