The TRADE

JUNE 9, 2025

“While this presents opportunities for greater efficiency and returns, it also requires careful management of the associated risks and a significant investment in technology to compete. Our collaboration with BNY will enable Liontrust to achieve this.”

Trading

The TRADE

JULY 3, 2025

Chris Murphy, co-founder and chief executive of Ediphy said: “This milestone reflects Ediphy’s commitment to enhancing transparency and efficiency in EU bond markets, aligning with the goals of the Savings and Investment Union.

Trading

The TRADE

JANUARY 22, 2025

I spent a lot of time in my sell-side days working as a conduit between capital markets and the origination desk within investment banking as a bridge into the public side, covering hedge funds and multi strategy investment managers for anything equity-linked and credit with a cross-asset mindset.

Funds

The TRADE

JULY 2, 2025

As Basu Choudhury, head of trade lifecycle strategy at OSTTRA explains, ultimately: “As the EU and UK moves towards T+1, Asia-based investment managers will need to implement alternative solutions for funding the purchase of stocks or identify alternative liquidity sources”.

Trading

The TRADE

DECEMBER 4, 2023

AXA Investment Managers (AXA IM) has completed its first market transaction using stablecoins issued by Societe Generale – FORGE as part of a new joint experiment. The post AXA IM collaborates with Societe Generale’s FORGE on first market transaction using stablecoins appeared first on The TRADE.

Collaboration

The TRADE

JULY 12, 2024

Asia-based insurance giant AIA Group has selected BNY and BlackRock to provide a front-to-back investment platform, supporting the firm’s long-term investment programme. The post BNY and BlackRock collaborate on front-to-back mandate with AIA appeared first on The TRADE.

Collaboration

The TRADE

NOVEMBER 22, 2023

“Our new investment analytics service enables users to perform advanced investment performance analytics on the fly, with calculations delivered in just a few seconds.” SimCorp’s front-to-back investment management platform offers performance measurement and attribution across all asset classes, including alternatives.

Investment

The TRADE

OCTOBER 24, 2023

LiquidityDirect’s technology can be leveraged by financial institutions seeking to include short-term investments in their offerings suite to provide an improved user experience through a single sign-on for their clients.

Financial Institution

Accenture Capital Markets

SEPTEMBER 5, 2023

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. Cross-departmental collaboration. Effective process selection. Institutional investors usually have narrower operations than banks or insurers.

Investors

The TRADE

AUGUST 6, 2024

Saphyre suggests this solution eliminates issues related to failed trades downstream and allows for better real-time collaboration which should support participants in light of the global shifts to a T+1 settlement regime. Among the most recent names are Jupiter Asset Management, abrdn and Legal and General Investment Management.

Capital

The TRADE

OCTOBER 7, 2024

The TRADE is delighted to announce the Rising Stars of Trading and Execution for 2024, in collaboration with Instinet – a celebration of up and coming talent on the buy-side. Previously recognised individuals have gone on to head up some of the largest and most successful desks across leading asset managers and hedge funds.

Trading

The TRADE

JULY 10, 2024

Earlier this year, Michael Tamou left RBC BlueBay Asset Management for quantitative investment manager Qube, having also served as an equity trader. Woods has previous experience working in the institutional equity trading team at AB Bernstein. The post RBC BlueBay AM appoints new equity trader appeared first on The TRADE.

Equities

The TRADE

DECEMBER 6, 2023

A dilution levy is applied by investment managers as part of their cashflow management process of pooled vehicles to ensure clients are treated fairly while also mitigating the impact of price volatility resulting from cashflow activity.

Portfolio

The TRADE

JUNE 14, 2024

Saphyre’s automated intelligence enables onboarding and maintenance of custody and broker trading, alongside synchronising associated reference data in real-time.

Broker

The TRADE

MAY 24, 2024

Millennium Advisors has partnered with fixed income software solutions provider Investortools to streamline workflows for municipal bond investment managers through digitisation. As a result, this collaboration is a win-win for all industry participants,” asserted Laurent Paulhac, chief executive of Millennium.

Electronics

The TRADE

APRIL 17, 2024

Yosuke Hosokawa, associate general manager at Sumitomo Mitsui Trust Asset Management, highlighted the relevance in the lead up to the settlement shift: “It is important that financial markets outside the US leverage automation to enable straight through processing and align with global standards.

Trading

The TRADE

DECEMBER 7, 2023

Patrick Forde, head of trading at Fulcrum Asset Management, said: “It was important for us to continue to enhance our trading capabilities and find efficiencies, what was equally important was selecting a vendor who would work collaboratively with our existing technology provider. Fortunately for us, Neovest was able to do that.”

Asset Management

The TRADE

SEPTEMBER 25, 2024

A new group, named fairCT, consisting of Google Cloud, UBS, TP ICAP, Cboe Global Markets, FactSet, and Norges Bank Investment Management, co-ordinated by Ediphy, has entered the tender process to become the UK’s consolidated tape provider for fixed income.

Trading

Benchmark International

AUGUST 4, 2023

Family offices is a private wealth management firm established by an ultra-high-net-worth family. They provide that family personalized services, including investment management, financial planning, estate and tax planning, and more.

Investment Manager

The TRADE

AUGUST 9, 2023

Zaman brings more than 20 years’ experience to the role, having worked in various senior positions at a number of global organisations, including AXA Investment Managers, EY, and PwC. BNY Mellon Pershing has appointed Umar Zaman as head of strategy for its EMEA business, based in London.

Asset Management

The TRADE

MAY 15, 2024

Tradefeedr’s industry advisory board was established earlier this year and seeks to “collaborate with industry leaders to create a trading process that is more transparent and data driven” by bringing together established and knowledgeable market participants. It is currently comprised of 15 buy-side, 10 sell-side, and six platform members.

Advisory

The TRADE

AUGUST 5, 2024

As part of the role, Patel will hold responsibility for distributing global rates product, alongside collaborating closely with global trading teams, internal partners in DCM, syndicate, and sales to execute strategy and drive growth. Fidelity Investments appointed Sarah Lambert senior trader, based in Boston.

Capital Market

The TRADE

JULY 7, 2023

“We are now very excited about continuing to remain involved as a shareholder in Generali Investments Holding and to work together with Generali to support the continued growth of Conning. We also look forward to seeking new opportunities for further collaboration, including in the Asia Pacific.”

Asset Management

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 When managed well this adds a new dimension to the relationship, another point for discussion and collaboration,” he argues.

Trading

Cooley M&A

JANUARY 23, 2024

Collaborate or buy?’ question remains key Buyers in the life sciences industry continue to face the decision of whether to acquire a company or enter into a collaboration deal, which is influenced by the potential benefits of the partnership, the risks of only partial control, the ability to align on upfront valuation and antitrust risk.

M&A

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. The traders at Ninety One, both in London and in their offices around the world, have a cohesive and collaborative approach to executing in the markets. Traders by nature enjoy a challenge.

Trading

The TRADE

OCTOBER 23, 2024

Moreover, algorithms help better understand the market, providing investment managers with valuable information to make more informed decisions. This setup ensures that both quants and investment managers learn from each other, potentially creating a new and more capable type of quantitative investment manager.

Risk Management

The TRADE

MAY 22, 2025

Georg Hetrodt, chief executive of SimCorp, said: Adding Clearstream to our existing ecosystem gives investment managers additional ways to leverage investment management solutions based on access to market infrastructure solutions.

Funds

The TRADE

DECEMBER 9, 2024

The fund company manages funds in-house and in collaboration with other managers. By collaborating with Northern Trust and utilising their ITS platform, weve gained access to greater liquidity and scale, enabling us to drive growth and consistently surpass client expectations.”

Trading

The TRADE

DECEMBER 24, 2024

In the investment management sector, the diversity of challenges allows us to identify some of the most promising applications of GenAI. These are likely to result from a collaborative approach between technologists and their end users including investment professionals, legal, compliance and finance teams, among others.

Trading

The TRADE

JANUARY 21, 2025

Stephen Roche Saphyres automated system manages the onboarding and maintenance of custody, broker trading, and buy-side accounts, while ensuring real-time synchronisation of reference data across them. The synchronisation creates a centralised, up-to-date data source accessible to all authorised parties on the platform.

Broker

The TRADE

APRIL 9, 2025

Andrew McMahon, Guardian chair and chief executive , said: This strategic partnership with Janus Henderson enhances Guardians investment and solutions capabilities and aligns our organisations for long-term, mutual growth. Our shared culture of collaboration and dedication to our clients make them a natural partner for Guardian.

Insurance