The TRADE

JULY 14, 2025

Bank of America Merrill Lynch Paul Kilfoy has joined Bank of America Merrill Lynch as director, senior sales trader. Previously in his career, he spent nearly eight years at 7IM in a data and documentation administration role and later as a senior multi-asset trader.

Investment Manager

CNBC: Investing

JUNE 6, 2025

trillion has flowed into CLO and bank loan exchange-traded funds since the start of the year, following 2024's record $25.6 In May, $2 trillion in new money moved into bank loan and CLO ETFs, the ninth best month ever, State Street analyst Matthew Bartolini said in a May 31 note. billion in inflows , according to State Street.

Portfolio

The TRADE

JULY 22, 2025

Graham Rodford The exchange has said that the acquisition will allow Archax to expand into Germany and France, as well as enhance its regulatory stack with the additions of advisory, distribution, portfolio management and contract brokerage permissions.

Acquisitions

The TRADE

NOVEMBER 4, 2024

Current head of equity trading and operational portfolio management, Robbert Wijgerse, continues in his role and existing reporting lines remain the same. Berendsen joined Robeco in 2006 as a data and application manager. During his tenure at Bank of America, Mudie most recently served as manging director, sales trading.

Portfolio Management

CNBC: Investing

JULY 1, 2025

"The crowd mentality that's driven by fear is heading to the front end of the yield curve," said Stephen McFee, senior portfolio manager at Vanguard. McFee is also portfolio manager on Vanguard's Core Tax-Exempt Bond ETF (VCRM) , which has an average stated maturity of 14.4

Portfolio Management

CNBC: Investing

JUNE 21, 2025

A smattering of sell-side shops have recently hiked their S & P 500 forecasts, including Deutsche Bank , RBC , Barclays , JPMorgan and Citigroup. Central bank gold buying has driven up its value as it's traditionally considered a safe-haven asset. Earlier this month, the U.S. and China called a truce in the ongoing dispute.

Investors

Razorpay

JUNE 11, 2025

Over time, Scripbox evolved into a holistic wealth management platform, expanding its offerings beyond mutual funds to include Portfolio Management Services, Alternative Investment Funds, bonds, and fixed deposits, catering to a broader set of financial needs. UPI and internet banking journeys became more reliable.

Management

CNBC: Investing

JUNE 13, 2025

. $16tn annual global economic value on the line, AI is becoming key in setting the new world order," Bank of America analyst Haim Israel said in a May note. "These should increase the rollout of AI and improve the economics," Bank of America's Israel said. Wang manages T. In addition to Nvidia and AMD, T.

Investment

CNBC: Investing

JULY 29, 2025

In our Active Opps portfolio we hold a 4.07% allocation in CDNS established July 29. Moreover, they are diversified from just consumer electronics as they service automotive, aerospace, and AI infrastructure. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR.

Portfolio

The New York Times: Banking

JUNE 20, 2024

Portfolio managers have conflicting incentives as the economic and financial risks from climate change become more apparent but remain imprecise.

Portfolio Management

Mergers and Inquisitions

JULY 23, 2025

The “commercial banking vs. investment banking” question is a bit silly because they’re not in the same category. Recruiting into commercial banking roles is less competitive than IB, and you could win them with less impressive stats, such as a mid-tier university, a 3.4 GPA, and maybe a previous accounting or credit internship.

Investment Banking

Global Newswire by Notified: M&A

JUNE 13, 2023

Jyske Bank A/S has entered into a binding agreement with PFA Holding A/S on the acquisition of 100% of the shares of PFA Bank A/S. As part of the transaction, Jyske Bank has entered into an agreement with PFA Invest on the administration and portfolio management of client assets.

Banking

The TRADE

JANUARY 5, 2024

Jefferies’ managing director and head of US equity distribution in Europe, Guy Trust, has left the bank after nearly a decade to join Daiwa Capital Markets Europe, The TRADE can reveal. He began his career as a junior portfolio manager at RSA covering US equities.

Capital Market

The TRADE

JULY 19, 2023

Fixed income axe provision platform, Neptune Networks, has added Lloyds Bank Corporate & Institutional Banking to its bond dealer community. Following the addition, Lloyds Bank will distribute axes of GBP and EUR investment grade and high yield corporate credit as well as UK gilt through Neptune.

Banking

Razorpay

AUGUST 9, 2023

Regular individuals have retail banks. Huge corporations have investment banks. The answer: Merchant banks. Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. What is a Merchant Bank? billion).

Banking

The TRADE

SEPTEMBER 5, 2024

Prior to joining Citadel in 2019, Boland spent five years at BlackRock as an associate and later a trader and just under a year at HBK Capital Management as a trader before that. Previously in his career, he undertook several banking, capital markets, and portfolio management internships across PwC, KPMG UK, BlackRock, and Jefferies.

Capital

The TRADE

JULY 8, 2024

Jessica Lane was named executive director – ETF distribution at Goldman Sachs having previously spent almost six years at Bank of America Merrill Lynch. ABN AMRO Clearing Bank appointed Samantha Page as regulatory manager following almost two years at Euronext. As part of his new appointment, Chin will be based in New York.

Banking

Razorpay

DECEMBER 15, 2024

What is Private Banking? Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth.

Banking

The TRADE

JANUARY 12, 2024

StoneX Group has appointed former head of trading at Incline Global Management, Evan Halpern, as managing director of fixed income outsourced trading, The TRADE can reveal. Throughout his career, Halpern has held trading and portfolio management roles at a wide selection of firms.

Trading

Peak Frameworks

JANUARY 15, 2024

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year. UBC ranks #7 on our Canadian investment banking target school list , earning itself a designation as a Canadian semi-target school. We have created a U.S.

Investment Banking

The TRADE

JANUARY 15, 2024

Hussain previously served as executive director, eFX algorithmic analyst at Crédit Agricole and prior to that spent three and a half years at Standard Chartered Bank, having served as a quant analyst before being promoted to director and eFX risk trader.

Portfolio Management

The TRADE

SEPTEMBER 4, 2023

She was most recently vice president at the investment bank, responsible for the algorithmic trading performances of key clients, as well as undertaking strategic analysis. Prior to that, he served as a portfolio manager for European small and mid-caps as well as a European equities research analyst.

Investment

The TRADE

AUGUST 30, 2023

Within plans to explore crypto-related derivatives, tokenisation and exchange-traded products, Hock added that the asset manager was preparing to trade cryptocurrencies from 2022. Hock originally joined Union in 2014 and has since been instrumental in the development of the firm’s trading strategy and structure.

Trading

The TRADE

JUNE 7, 2024

Following the closing of the transaction, CSIP will rebrand as BANTLEON Convertible Experts, while still servings its clients as a convertibles manager. The CSIP leadership and portfolio management teams fully support the transaction and will remain unchanged,” the firm said in a statement.

Investment

The TRADE

AUGUST 5, 2024

Prior to GMO, he worked as an operations specialist at Evergreen Investments and has also previously worked in a custody-related accountancy role at Investors Banks & Trust. RBC Capital Markets appointed Mitul Patel director, central bank sales, based in London.

Capital Market

The TRADE

SEPTEMBER 9, 2024

Previously in his career, he undertook several banking, capital markets, and portfolio management internships across PwC, KPMG UK, BlackRock, and Jefferies. He most recently served as an investment manager at ADQ and before that spent two and a half years as a senior trader and portfolio manager at Azimut.

Portfolio Management

The TRADE

JUNE 24, 2024

Before joining MEAG in 2021, George worked at the multi-family office Novethos and previously held positions at various banks and private banks. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan.

Asset Management

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. investment banking, private equity , VC, etc.) You can also check our various course curriculums for different careers (i.e.

Private Equity

The TRADE

DECEMBER 8, 2023

Among the major changes is the Basel III ‘endgame’ update, the widely anticipated capital requirements hike for Global Systemically Important Banks (G-SIBs). With the larger banks focusing on larger AUMs and higher revenue clients, there is a battle for new launches and emerging managers.

Broker

The TRADE

JULY 21, 2023

Over the years, buy-side use of axes has evolved significantly, with portfolio managers increasingly using them as well. Portfolio managers typically use axes to be more opportunistic and to ensure that when looking to send an order to the execution desk, it is something that has a realistic chance of being executed in the first place.

Portfolio Management

Peak Frameworks

MAY 17, 2023

Combinations in Finance: More than Just Math The concept of combinations finds significant applications across various areas of finance, underpinning many strategies used in portfolio management, options trading, and scenario analysis. Combinations allow professionals to assess the number of possible outcomes in various scenarios.

Finance

The TRADE

JULY 10, 2024

The platform is managed by Jonathan Webb, who previously served as head of FX strategy at Jefferies. He has also worked as a FX portfolio manager/proprietary trader at banks and hedge funds, including HSBC, Credit Suisse and Bank of America. “At

Profitable Return

The TRADE

JUNE 29, 2023

Following its addition, the bank will distribute axes for investment grade and high yield corporate credit. This has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from liquidity providers such as Mizuho.”

Portfolio Management

The TRADE

JANUARY 8, 2024

Throughout his career Jenkins has also worked at SWIFT, Macgregor, and AXA Investment Managers. Jefferies’ managing director and head of US equity distribution in Europe, Guy Trust, left the bank after nearly a decade to join Daiwa Capital Markets Europe.

Asset Management

The TRADE

JUNE 4, 2024

Nicola Danese Higher money market volatility as a result of revised expectations of central bank policy actions has led traders to increasingly reference spreads to overnight index swap (OIC) curves when evaluating pricing of fixed-rate repos.

Electronics

The TRADE

APRIL 17, 2024

Jonathan Webb, former head of FX strategy at Jefferies, manages the C8 Hedge platform. Webb also previously served as a portfolio manager and proprietary trader at banks including HSBC, Credit Suisse, RBS and Bank of America, as well as hedge funds C-View and GLC.

Portfolio

The TRADE

NOVEMBER 27, 2023

As head of State Street Global Advisors Europe – her current role – she is responsible for the firm’s EU-based portfolio management, distribution, product development, fund management and operations. He also previously spent two years at UBS as head of electronic trading for Asia.

Electronics