The TRADE

JUNE 16, 2025

Peel Hunt Redburn Atlantic’s head of electronic trading has left the firm to join UK investment bank Peel Hunt, as revealed by The TRADE. Meroni joins from Sanford Bernstein and also previously served at Lehman, Goldman Sachs, UBS Investment Bank and Nomura. Three other appointments have also been made.

Capital Market 52

Capital Market Capital Investment Banking Sale 52

The TRADE

JANUARY 7, 2025

As part of the integration, OptimX is now a certified sweep partner on Charles Rivers investment management system (IMS) meaning Charles River institutional clients can now access OptimX liquidity via their desktops.

Broker 59

Broker Asset Management Management Trading 59

The TRADE

JULY 7, 2025

Nomura Asset Management Mark Molloy has confirmed his departure from Nomura Asset Management, where he most recently served as senior trader.  He has now joined Morgan Stanley Investment Management as a macro trader.

Asset Management 52

Asset Management Management Securities Investment Manager 52

CNBC: Investing

JULY 17, 2025

Earlier this week, The Wall Street Journal reported , citing people familiar with the matter, that the Trump administration is working on an executive order that would facilitate 401(k) plans' access to private market investments. Mid-tier plan sponsors and smaller firms will be more interested, he said. "Mgmt.

Stock 82

Stock Asset Management Investment Management 82

Growth Business

MAY 23, 2025

It has been operational since 1989 and has investors include Clydesdale Bank. We’ve taken a look at some of the most exciting tech companies who have set up in the city. Phoebus software Based in Solihull, Phoebus is a financial solutions platform for businesses.

Finance 68

Finance Finance Business Funds 68

The TRADE

DECEMBER 31, 2024

Weve learned over the years, with CSDR in the EU and T+1 in the US, that the implementation of tactical workarounds to manage settlement operations leads to higher costs and inefficiencies over the long term.

Trading 52

Trading Management Financial Institution Investment 52

Global Banking & Finance

OCTOBER 29, 2024

Swapnil Kognole, CFA is a seasoned leader in wealth management technology, currently serving as Director at UBS technology department. With two decades of experience spanning technology, project management, and digital transformation, he has spearheaded critical initiatives in the financial services sector.

CFA 52

CFA Investment Manager Management Financial Services 52

The TRADE

JUNE 26, 2025

Morgan Stanley sales trading specialist Tracey O’Shea has left the bank to join buy-side firm MFS Investment Management, The TRADE can reveal. She joins MFS Investment Management’s European equities trading team, operating under director of international trading, Jennifer Blanchette.

Investment Manager 52

Investment Manager Sale Trading Management 52

JD Supra: Mergers

JULY 3, 2025

VeraNorth , founded in 2017 and based in Houston, is a private equity and investment management firm specializing in control-oriented healthcare investments. Build a Morning News Digest: Easy, Custom Content, Free! Terms of the acquisition were not disclosed. hide - hide Back to Top Home What Is JD Supra?

Private Equity 152

Private Equity Healthcare Equities Funds 152

The TRADE

JULY 20, 2023

An investment-grade credit trader from RBC BlueBay Asset Management has left the firm to join Norges Bank Investment Management, The TRADE can reveal. Christopher Lemmo left BlueBay, part of RBC Global Asset Management, in April this year after almost 13 years at the fixed income focused asset manager.

Investment Manager 40

Investment Manager Management Asset Management Investment 40

The TRADE

AUGUST 2, 2024

BNP Paribas has entered into a definitive agreement to acquire 100% of AXA Investment Managers – representing around €850 million in assets under management – for just over €5 billion. The deal is set to include an agreement for BNP Paribas’ long term management of a large part of AXA’s assets.

Asset Management 59

Asset Management Investment Manager Management Investment 59

The Guardian: Mergers & Acquisitions

MAY 14, 2023

Macquarie has option for all of National Grid gas transmission and metering despite tainted history of owning utilities Ministers have been urged to intervene if Australian banking powerhouse Macquarie pushes the button on a mooted £3bn deal to take full control of a vital part of the UK’s gas grid.

Business 78

Business Bank Banking Utilities 78

The TRADE

MAY 8, 2024

Singapore-based investment manager New Silk Road has outsourced its trading to Northern Trust as it seeks to fortify its offering as T+1 looms. The post Singaporean investment manager New Silk Road outsources trading to Northern Trust appeared first on The TRADE.

Investment Manager 52

Investment Manager Trading Management Investment 52

Global Banking & Finance

FEBRUARY 6, 2024

Empowering ESG Investment Managers with Standard Methodology Aligned Green, Social, Sustainability, Sustainability-Linked and Transition (ESG bonds or GSS+) finance volumes passed the $4trillion mark in H1 2023, according to the Climate Bonds Initiative (CBI). How Green is Green? But how green is green?

Investment Manager 52

Investment Manager Management Investment Asset Management 52

OfficeHours

MAY 24, 2023

Investment banking is one of the most sought-after careers in the finance world. Investment banking is highly desirable due to its potential for high lifetime earnings, its interesting and impactful work, and it serves as a springboard for a career in finance. Maybe even more important than your major is your GPA.

Investment 147

Investment Investment Banking Finance Finance 147

Peak Frameworks

SEPTEMBER 28, 2023

Consistently at the top of global university rankings, it should come as no surprise that McGill students consistently break into investment banking. McGill is one of the only Canadian schools (alongside Ivey and Queen's) that consistently places hires into the top banks in the U.S. hires into the top investment banks.

Investment Banking 52

Investment Banking Bank Banking Investment 52

The TRADE

JUNE 13, 2023

New investor BNP Paribas, alongside existing shareholders Bank of America, Barclays, Citi, Goldman Sachs, JP Morgan, and Wells Fargo, have closed a $25.4 Currently, the TDN comprises 16 banks and brokers and 40 investment managers and hedge funds. Altogether the combined assets under management is more than $37 trillion.

Funds 59

Funds Bank Banking Broker 59

The TRADE

JULY 18, 2023

Morgan Stanley has reported an increase in net revenues for the second quarter despite ongoing muted activity in investment banking and a decline in equities and fixed income. The bank reported net revenues of $13.5 The increase came off the back of strong activity in the bank’s investment and wealth management divisions.

Investment Banking 52

Investment Banking Equities Bank Banking 52

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.

Bank 52

Bank Banking IT Management 52

TechCrunch: M&A

AUGUST 18, 2023

The transaction was expected to provide Boxed with about $334 million in net cash proceeds, including a $120 million private investment from investors such as Brigade Capital Management, Avanda Investment Management and Onex Credit, Reuters reported.

Mergers and Acquisitions 216

Mergers and Acquisitions Retail Food Acquisitions 216

The TRADE

JUNE 17, 2024

The move follows a Series A finding round of £15 million in 2021, with this latest investment set to fund the firm’s commercial development, including expanding its sales, product and marketing capabilities in the US, UK, Ireland, Singapore and Australia.

Funds 69

Funds Investment Manager Capital Market Investment 69

Global Banking & Finance

AUGUST 16, 2024

Dylan Sidoo is a Canadian investment professional, in the world of finance and investment management. With a background in critical studies from the University of Southern California and a Master of Science in Global Finance & Banking from King’s College London.

Finance 59

Finance Finance Investment Manager Education 59

The TRADE

JUNE 19, 2023

The Bank of England (BofE) has today launched a new stress testing “exercise” to improve the understanding of how major banks and buy-side behave in stressed market conditions, including how these behaviours might interact to “amplify shocks”.

Bank 52

Bank Banking Asset Management Funds 52

The TRADE

JULY 18, 2023

Bank of America has reported a strong second quarter and first half of the year overall, despite its global wealth and investment management total revenue decreasing 4% to $5.2 The bank also highlighted that lower than average transactional volumes had contributed to lower asset management and brokerage fees.

Trading 52

Trading Bank Banking Sale 52

The TRADE

JANUARY 19, 2024

Prior to his stint at JP Morgan Chase, Russo spent nearly four years at online investment management firm Nutmeg, most recently as senior trader. Elsewhere in his career, Russo spent three and a half years at James Hambro & Partners and one year at the British Arab Commercial Bank (BACB) in operations focused roles.

Investment Manager 78

Investment Manager Trading Media Bank 78

Global Banking & Finance

AUGUST 8, 2024

Ardhendu Sekhar Nanda is a renowned Fintech expert in Treasury data services, Treasury management and Market data, boasting two decades of extensive experience in the financial services and technology sectors. He has played a pivotal role in global corporations in successfully implementing Fintech solutions across various banking verticals.

Investment Manager 40

Investment Manager Management Financial Services Trading 40

TKO Miller

JUNE 21, 2023

TKO Miller, LLC, a middle-market investment banking firm based in Milwaukee, WI, announced three new additions to its team. in Finance, Summa Cum Laude, as well as a Certificate in Investment Management, both from the University of Wisconsin-Milwaukee. MILWAUKEE, WI. – Griffin Oleszczuk, J.D., Griffin holds an M.B.A.

Mergers and Acquisitions 99

Mergers and Acquisitions Middle Market Acquisition Advisories Advisory 99

Global Banking & Finance

MARCH 25, 2024

Investment managers […] Private Equity Firms Embrace AI for Their Portfolio Companies By Drake Paulson, VP Strategic Partnerships, Anduin The integration of Artificial Intelligence (AI) into business operations has moved beyond mere speculation to tangible ROI.

Private Equity 81

Private Equity Portfolio Equities Investment Manager 81

The TRADE

JULY 24, 2023

Before that, he worked at Bank of America for 11 years, most recently as head of North American equity client solutions sales and structuring. Elsewhere, Gleave previously served as head of equity solutions for EMEA at Nomura and has also held senior positions at investment banks Morgan Stanley Bank of America, and Lehman Brothers.

Asset Management 52

Asset Management Investment Manager Management Equities 52

Accenture Capital Markets

SEPTEMBER 5, 2023

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

Investors 94

Investors Financial Services Insurance Investment 94

The TRADE

FEBRUARY 28, 2024

While working for the German investment manager he was responsible for institutional clients including central banks, pensions funds and sovereign wealth funds and assisted them with asset allocation and best execution. He recently left the business, the people said, who spoke on condition of anonymity as the matter is private.

Capital Market 98

Capital Market Capital Asset Management Business 98

The TRADE

MARCH 8, 2024

In the role he has been chairperson for Clearstream and covered Investment Management Solutions segment with ISS STOXX and SimCorp. Weimer took over the CEO role in 2018, moving over from his CEO position at HypoVereinsbank UniCredit Bank. Deutsche Borse said a decision on his succession will be made in due course. “I

Investment Manager 111

Investment Manager Capital Market Trading Capital 111

The TRADE

DECEMBER 13, 2024

The transaction was made with Banque de France and represents the first repo transaction in digital securities with an Eurosystems central bank. It illustrates the potential of a Central Bank Digital Currency (CBDC) to improve the liquidity of digital financial securities, said Societe Generale in an official announcement.

Investment Manager 59

Investment Manager Bank Banking Trading 59

The TRADE

DECEMBER 19, 2023

Daniel Chambers, head of data and analytics, BidFX (an SGX company) This year has seen investors hanging on every word uttered by central banks around interest rates. 2024 will see investment managers ask why their FX flow has been directed to certain counterparties, rather than passively accepting the liquidity provider’s perspective.

Trading 69

Trading Asset Management Investment Manager Management 69

The TRADE

MARCH 4, 2024

Legal & General Investment Management (LGIM) promoted one of its own to the role of head of US equity and foreign exchange trading. The global head of capital markets at German asset manager DWS, Keshava Shastry, has left the business, according to two people with knowledge of the matter.

Asset Management 72

Asset Management Sale Trading Equities 72

The TRADE

OCTOBER 27, 2023

As part of a major scheme from the Monetary Authority of Singapore (MAS) to develop the region as a global FX trading hub, several large banks over the last few years agreed to develop FX pricing and trading engines in Singapore, in partnership with MAS. This year, the industry has seen interest in Singapore grow from the buy-side too.

Trading 90

Trading Asset Management Management Investment Manager 90

The TRADE

JANUARY 8, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). He originally joined the asset manager as an investment operations analyst in 2020. Throughout his career Jenkins has also worked at SWIFT, Macgregor, and AXA Investment Managers.

Asset Management 64

Asset Management Equities Sale Investment Manager 64