The TRADE

JANUARY 3, 2024

David Berney and Michael Broadbent run Ergo Consultancy which delivers what it refers to as provider “beauty parades” for buy-side organisations looking to outsource their trading, whereby it presents all the services in the industry to that asset manager, hedge fund or asset owner. Because they largely contradict each other.

Trading 64

Trading Asset Management M&A Broker 64

Razorpay

DECEMBER 15, 2024

The services offered by a private banker include customized wealth management plan that may include investment strategies, asset allocation, and other financial solutions. The process typically begins with an in-depth consultation to understand the client’s financial goals, risk appetite, and specific needs.

Bank 52

Bank Banking IT Management 52

The TRADE

DECEMBER 21, 2023

Those investments bolster their technology, scale and the level of talent and experience on their desks, to the point where the sales pitch becomes unavoidable for some. It’s part of everyone’s conversations now as it goes mainstream, and it’s almost incumbent on them to explore,” says David Berney, founding partner of ERGO Consultancy.

Trading 64

Trading Management Asset Management Funds 64

Cooley M&A

JANUARY 20, 2022

While R&W insurance has been a staple for private equity buyers for several years, the increased adoption of R&W insurance by strategic acquirers in acquisitions of private targets is a notable trend – almost 30% of all R&W policies in 2021 were procured by strategic buyers. [1].

M&A 40

M&A Insurance Mergers and Acquisitions IPO 40

The TRADE

MAY 8, 2025

Discussions around the want or need to expand trading hours for equities have been ongoing for several years, with varying levels of acceptance and subsequent action being taken across the globe. Whether equities will eventually adopt the 24/7 model is another story all together, however.

Equities 59

Equities Trading Retail Investors 59

The TRADE

FEBRUARY 17, 2025

Rokos Capital Management appointed Sabina Awan as trading solutions consultant, based in London. Prior to that, she worked as global trading business manager. Among the new appointments is Luke Holmes, former head of equity sales, US clients at Kepler Cheuvreux, who joined the firm as managing director, sales trading.

Management 64

Management Capital Investment Manager Portfolio Management 64

The TRADE

NOVEMBER 20, 2024

Rounding up the buy-side awards, Glenmede Investment Management’s Melissa Hinmon, was honoured with the Buy-Side Market Structure Expert of the Year award. BMLL claimed the award for Outstanding Market Data Services Provider – Equities, while Bloomberg took home the same award but for Fixed Income.

Trading 64

Trading Asset Management Capital Market Capital 64

The TRADE

NOVEMBER 8, 2024

Input for the coveted Buy-Side awards, awarded in partnership with SIX Swiss Exchange, was opened to the industry after a lengthy period of industry consultation prior. This year, the highly anticipated award for Trader of the Year went to Laura Mould of M&G Investments.

Trading 59

Trading M&A Investment Manager Investment 59

The TRADE

DECEMBER 12, 2024

Some participants have even begun suggesting that the European equities market could find itself on track to adopting an almost completely off-exchange foreign exchange model in the next few years if it continues on its current path. Rowe Prices equity trader and market structure analyst, Evan Canwell. explains T.

Book-building 52

Book-building Trading Electronics Banking 52