The TRADE

OCTOBER 4, 2023

As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.

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The TRADE

JUNE 20, 2024

On the latter, we work really closely with our brokers to adapt our algo strategies to benefit from those changes, where possible through strict A/B experimentation. We think this leads us to faster insights and, ultimately, a stronger partnership with our portfolio managers who can also access and consume the same analytics.

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The TRADE

JULY 6, 2023

Despite retail flows not necessarily adding much in terms of available liquidity, Liquidnet noted that book depth, lower correlations and reduced volatility had improved for traders and portfolio managers. Wholesales were found to have increased their consumption of flow from retail brokers. billion worth of purchasing.

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The TRADE

AUGUST 10, 2023

One of the benefits of growth in FX clearing includes developments in financial resource management tools, said Coalition Greenwich, further highlighting that increased clearing is set to affect how and with whom the buy-side trades. A key concern is the potential for an overly proscriptive regulatory stance.

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The TRADE

JUNE 16, 2025

The move follows Redburn Atlantic’s winning Best Agency Broker at The TRADE’s inaugural 2024 Leaders in Trading New York Awards in November. The move follows Redburn Atlantic’s winning Best Agency Broker at The TRADE’s inaugural 2024 Leaders in Trading New York Awards in November.

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The TRADE

MAY 28, 2024

Depending on portfolio managers’ instructions, orders’ size, liquidity levels and market conditions, deciding where and how to implement investment ideas efficiently has never been more important for institutional traders than in the current market environment.

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Equities Trading Portfolio Management Investors 59

The TRADE

OCTOBER 18, 2024

Year-to-date, we’re seeing for the first time in many years a notable uptick in new fund launches and spin outs from bigger places,” says Jack Seibald, managing director, co-head of Marex prime services and outsourced trading. Data from Convergence tracking the top 25 prime brokers showed their market share grew from 83.3%

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Funds Broker Bank Banking 69

The TRADE

APRIL 17, 2024

Global asset manager Robeco leverages a low touch and high touch trading team that spans across three continents. And, like most asset managers across the street, its global equity trading desk plays host to a variety of characters, each bringing their own individual string to the wider team’s bow.

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The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Frédéric Benizri left TP ICAP to join financing, investment and risk management business CIC Market Solutions as a sales trader.

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Wall Street Mojo

JANUARY 17, 2024

Financial institutions with good credit ratings offer swap facilities to clients and charge fees from brokers. Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. Almost all cases, the floating rate is tied to a reference rate.

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The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. The move has opened up swathes of synergy opportunities for the pure fixed income asset manager, with its traders now working directly alongside RBC BlueBay Asset Management’s equities desk.

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The TRADE

OCTOBER 9, 2023

According to the UK regulator, the policy statement is most relevant to trading venues, service companies, interdealer brokers, broker dealers, portfolio managers, technology firms serving trading institutions, and investment-based crowdfunding firms operating in primary and/or secondary markets.

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The TRADE

MAY 1, 2024

Papanichola began his career at interdealer broker, GFI, however quickly realised the environment wasn’t the one for him. It’s about risk management philosophy and methodology,” explains Papanichola. The traders are now discretionary execution guys and the portfolio managers (PMs) don’t get involved.

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The TRADE

JANUARY 3, 2024

The narrative of the service being used solely by smaller hedge funds has been replaced by suggestions that outsourced trading is gathering pace among larger fund managers. Trading is in their DNA and their executives are often straight-to-the-point in their communication. But they have gone on risk.

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The TRADE

APRIL 25, 2024

Specifically, Collery highlighted the important role of portfolio managers and a proactive approach to forging those key relationships. With innovation rife across the emerging markets space, it should come as no surprise that plans for further investment are picking up pace.

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The TRADE

OCTOBER 2, 2024

What I mean by that is, it’s really important for both sides to understand priorities,” says Ed Wicks, head of trading at Legal and General Investment Management (LGIM). “If As a result of this, traders are left with increased capacity to focus more on executing larger orders and value-add idea generation for portfolio managers. “The

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The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. At the helm of the team is global head of trading Cathy Gibson who oversees trading across the asset manager’s offices in London, the US, Asia Pacific and South Africa.

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The TRADE

JULY 24, 2023

Werner Eppacher has spent the entirety of his two-decade financial career with German asset manager DWS Group, catching his first glimpse of a trading floor as an intern for Deutsche Bank in 2003. “A But Eppacher began to notice a distance between himself and the day-to-day action of what was happening in the markets. You had the gilt crisis.

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The TRADE

AUGUST 7, 2024

As Rebecca Crowe, managing director and chief operating officer, BNY Mellon Markets, previously told The TRADE, “Years ago, it was the middle-office who were contemplating outsourcing and people couldn’t even consider that you would allow somebody into your books and records in that way.”

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The TRADE

JULY 5, 2023

” or “give me a breakdown of value by portfolio manager” Taking a step further, orders can be grabbed to prep or allocated internally across the desk. The interest in AI has exploded in the past few months, crossing over to capture the imagination of both consumer and business markets.

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Trading IT Portfolio Management Electronics 52

The TRADE

DECEMBER 1, 2023

That buy-side trader would speak with their portfolio managers, and that portfolio manager could then potentially respond to the liquidity opportunity that is being presented to them. What are the current pain points associated with accessing liquidity?

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The TRADE

MAY 23, 2024

It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor. They’re built for slightly different purposes.”

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The TRADE

AUGUST 14, 2023

From the banking team at Scot Asset Management, I moved firms in 1999 to take up a role in trade settlements. I then moved internally from settlements to IT for a role as front-office support, mainly looking after anything related to the order management system. It further cemented my desire to become a trader.

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Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. Meet Thrive, the Do it all small business software that can save you over 20 hours a week, attract customers, manage day to day tasks and keep communication simple with one powerful tool made for your auto business.

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The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. They also use them to access the market, connecting directly to counterparties to access liquidity. This is reflected in its annual subscription now nearing $30,000.

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The TRADE

MARCH 4, 2024

JP Morgan subsidiary Neovest has moved to expand its capabilities in the hedge fund sphere with the acquisition of investment management platform LayerOne Financial. The deal is intended to allow the multi-asset and broker neutral order and execution management platform to offer integrated execution, order and portfolio management services.

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The TRADE

FEBRUARY 15, 2024

The role of prime brokers and global custodians is also set to be addressed in this vein with an end goal of allowing market participants better access to data and ultimately, better execution. Related to this, is the third focus – FX data and the promotion of it’s good use.

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The TRADE

JUNE 4, 2025

This enhancement improves trading desk operations, interactions with portfolio managers, and broker relationships. Having a proper TCA solution available has helped us change the conversations we are having with our brokers. If these skills are lacking internally, factor in the cost of hiring or training.

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The TRADE

MARCH 5, 2025

UBS Execution Hub services hedge funds and asset managers of various sizes, originally built to handle execution for UBS Global Wealth Management. This gives us the vantage point of buy-side execution staff who have experience managing both portfolio managers and getting the best out of a broker network.

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The TRADE

MAY 1, 2025

Pre-trade, market impact and peer models are not as common and can be less detailed compared to equities and this is an area which might benefit from more investment by vendors and brokers alike. These can then be used to normalise slippages versus market conditions, to treat brokers/algos fairly.

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Equities Trading Portfolio Management Broker 52

The TRADE

MARCH 13, 2025

Last years edition of The TRADEs Execution Management Systems Survey suggested that overall buy-side respondents were largely satisfied with their EMS providers, however clear pain points remain. were FIX capabilities (6.18), latency (6.13), breadth of broker algorithms (6.05) and client service personnel (6.01).

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The TRADE

DECEMBER 27, 2024

Non-quant firms are looking to use alternative methods to improve trading outcomes, monitor risk and performance, improve alpha generation and broker selection, and gain a competitive advantage. It is abundantly clear that data quality is non-negotiable in understanding liquidity dynamics and market microstructure.

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