Global Banking & Finance

APRIL 5, 2024

Origin Equity Partners: Fostering Growth and Global Impact with Edward Chang Today, we’re joined by Edward Chang, a rising star in the investment management and private equity scene and the innovative leader behind Origin Equity Partners (OEP), which specializes in propelling Asia-Pacific (APAC) companies into the spotlight of US capital markets. (..)

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The TRADE

JULY 24, 2023

Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture, The TRADE can reveal. He departs following a 35-year long career in investment management, spending 19 years at Fidelity Investments as a European portfolio manager until 2006.

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Global Newswire by Notified: M&A

MAY 2, 2024

NEW YORK, May 02, 2024 (GLOBE NEWSWIRE) -- Jaguar Growth Partners (“Jaguar”), a privately-held investment management firm specializing in real estate private equity globally, today announced the acquisition of four distinct multi-family buildings in New York City with a combined purchase price and re-development cost of $24 million.

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Private Equity Acquisitions Investment Manager Equities 75

The TRADE

OCTOBER 18, 2023

Merve Altundag Fidelity Management & Research Equity Trader Petyo Balchev Millennium Equity Trader James Barnett Manulife Investment Management Multi-Asset Trader Edgar Castel Candriam Trader Khursheda Fazylova State Street Global Advisors Fixed Income Trader Marie-France Gavillon Generali Insurance Asset Management Equity, Derivatives & FX (..)

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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 increase came off the back of strong activity in the bank’s investment and wealth management divisions. The bank reported net revenues of $13.5

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PE Hub

JANUARY 5, 2024

Based in New York City, Alger is a women-owned and minority-led growth equity investment manager. The post Alger Group to acquire Redwood Investments appeared first on PE Hub.

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PE Hub

JANUARY 10, 2024

With this investment, Manulife Investment Management has acquired an equity stake in NineDot. The post Carlyle-backed battery energy storage systems developer NineDot racks up $225m appeared first on PE Hub.

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The TRADE

SEPTEMBER 29, 2023

Rowe Price Unigestion Fixed Income Trading Desk of the Year AXA Investment Managers Barings Manulife Investment Management PIMCO State Street Global Advisors Buy-side Market Structure Expert of the Year Evan Canwell, Equity Trader & Market Structure Analyst, T.

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PE Hub

JULY 10, 2023

The sellers are Vista Equity Partners and Elliott Investment Management. The post STG completes buyout of work management platform Wrike appeared first on PE Hub.

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Management Investment Manager Equities Investment 66

The TRADE

NOVEMBER 9, 2023

Merve Altundag Fidelity Management & Research Equity Trader Petyo Balchev Millennium Equity Trader James Barnett Manulife Investment Management Multi-Asset Trader Edgar Castel Candriam Trader Khursheda Fazylova State Street Global Advisors Fixed Income Trader Marie-France Gavillon Generali Insurance Asset Management (..)

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Trading Asset Management Investment Manager Equities 57

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 billion due to lower average equity and fixed income market levels. However, the company’s equities revenue was not a fruitful, falling by 2% to $1.6

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The TRADE

JULY 24, 2023

Heraty will take on the role of head of US equity solutions and structured product sales, whilst Gleave has been appointed as head of European equity solutions. Heraty was previously at Credit Suisse where he spent four years as head of North American equity derivative sales.

Asset Management 52

Asset Management Investment Manager Management Equities 52

The TRADE

JANUARY 8, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). Throughout his career Jenkins has also worked at SWIFT, Macgregor, and AXA Investment Managers. He began his career as a junior portfolio manager at RSA covering US equities.

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Asset Management Sale Investment Manager Equities 62

PE Hub

MAY 24, 2023

In her new role, Butler will oversee investment management for the fund as it continues to scale its portfolio of private real estate equity and credit investments. The post KKR Real Estate Trust taps Butler as chief investment officer appeared first on PE Hub.

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Investment Investment Manager Portfolio Funds 53

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. Gregory Corrigan was selected to take up the reins for US equity and FX trading after eight years at LGIM. He most recently oversaw the European mid-cap team at Credit Suisse.

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Asset Management Sale Trading Equities 70

The Guardian: Mergers & Acquisitions

MAY 14, 2023

A consortium comprised of Macquarie Asset Management and British Columbia Investment Management Corporation completed the acquisition of 60% of the equity in National Grid’s gas transmission and meter business in January, in a deal which valued the business at £7.5bn. Continue reading.

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Bank Banking Business Utilities 76

The TRADE

NOVEMBER 16, 2023

Guido Baltussen has been appointed international head of quantitative strategies at Northern Trust Asset Management, a newly created role in which he will oversee EMEA and APAC. His experience also includes a stint as quantitative investment strategist at ING Investment Management.

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Asset Management Equities Investment Management 57

Global Newswire by Notified: M&A

JUNE 27, 2023

(NYSE: AMG), a leading partner to independent investment management firms globally, has entered into a definitive agreement to acquire a minority equity interest in Forbion Group Holding B.V.

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The TRADE

OCTOBER 16, 2023

Named Rule 13f-2, the new rule will require institutional investment managers that meet or exceed specific thresholds to report short sale related information for equity securities through Form SHO. This rule addresses Congress’s mandate and improves upon existing sources of short sale-related data in the equity markets.

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The TRADE

DECEMBER 19, 2023

Martin Hendry, deputy head of trading, Liontrust Asset Management As we peer into the crystal ball for 2024 trading, a notable shift is anticipated with the adoption of T+1 settlement for US equity transactions. This transition is poised to reshape the pace and efficiency of equity trading, promoting quicker settlement cycles.

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Global Newswire by Notified: M&A

JULY 17, 2023

July 17, 2023 (GLOBE NEWSWIRE) -- Affiliated Managers Group, Inc. WEST PALM BEACH, Fla., AMG will receive all of its transaction proceeds in cash at closing.

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The TRADE

DECEMBER 6, 2023

The new solution provides buy-side firms with an independent view of the liquidity of equity portfolios by using market data. If correctly applied, this can assist investment managers with minimising the impact of trading on a fund’s performance and apply test scenarios to determine the effect of conditions with increased volatility.

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The TRADE

AUGUST 14, 2023

Zaman brings more than 20 years’ experience to the role, having worked in a range of senior positions at various global organisations, including AXA Investment Managers, EY, and PwC. Most recently, he served as head of strategic initiatives and innovation at Investec Wealth & Investments.

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The TRADE

JANUARY 17, 2024

GAM heads, Mark Hawtin and Jeremy Roberts, are set to join Liontrust Asset Management in the coming months as head of global growth equities, and head of global distribution (ex UK), respectively. Markham is set to join as an investment director and leaves Newton after more than 25 years.

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The TRADE

JUNE 1, 2023

Jenny Johnson, president and chief executive of Franklin Templeton, said: “With outstanding investment performance, Putnam will add complementary capabilities to our existing specialist investment managers to meet the varied needs of our clients and will increase Franklin Templeton’s defined contribution AUM.”

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Asset Management Management Mergers and Acquisitions Investment Manager 57

The TRADE

FEBRUARY 14, 2024

Risa Lederhandler, global head of equities and securities services operations at Goldman Sachs, said: “Automation is a key enabler of operational efficiency and enhanced client experience. M2i is core to this objective.”

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The TRADE

DECEMBER 7, 2023

MAIA Technology’s front office tools allows for cross-asset functionality across the entire investment management value chain, while Neovest specialises in equities, futures, options and FX markets. “We Fortunately for us, Neovest was able to do that.”

Asset Management 57

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The TRADE

JULY 31, 2023

Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture. Rutherford departs the investment management industry after 35 years to take on a more active role in SmartFrame Technologies, a venture which he has been chairman of for six years.

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The TRADE

SEPTEMBER 20, 2023

The period is seen as critical for an industry still struggling to comprehend the far-reaching changes which will occur once the settlement cycle is shortened for US equities. Testing began for the shift in the US on 14 August and will run until the implementation date.

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Trading Investment Manager Broker Management 57

The TRADE

JANUARY 22, 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. Prior to joining Liquidnet, she spent 5 years at London Stone Securities, most recently serving as an equity sales trader.

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Trading Sale Investment Manager Broker 67

Benchmark International

JUNE 7, 2023

Since receiving private equity investment from WestBridge in 2019, APEM has seen its revenue grow from £10m to a forecast c.£60m Earlier this week, APEM announced it had secured a +£50m debt package and additional accordion from Tikehau Investment Management UK, with an additional £7.5m

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The TRADE

JUNE 29, 2023

Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries. Investors in the US offshore market will be able to access Candriam’s existing UCITS funds that cover US high yield corporate bonds, emerging market equity and debt, and thematic strategies.

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The TRADE

NOVEMBER 20, 2023

Guido Baltussen was appointed international head of quantitative strategies at Northern Trust Asset Management, a newly created role in which he will oversee EMEA and APAC. He reports to Michael Hunstad, global equities chief investment officer and deputy chief investment officer of Northern Trust Asset Management, according to the business.

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The Risk Arbitrage Report

OCTOBER 2, 2022

New Deals: • EQT Private Equity to acquire Btrs Holdings Inc Com (BTRS). Management to acquire O2 Micro International Adr Sponsored (OIIM). Vista Equity Partners & Elliott Investment Management completes acquisition of Citrix Systems Inc Csh Mrg @$104/Sh 9/30/22 (CTXS). Sh 9/27/22 (GCP). Community Bancorp, Inc.

Private Equity 40

Private Equity Acquisitions Investment Manager Food 40

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.

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The TRADE

SEPTEMBER 11, 2023

Bradley will be responsible for building out Tourmaline’s equity derivatives franchise across Europe, while Williams will be responsible for covering clients on global cash equities execution, building on his two decades of experience in the area. Prior to that, Paris-based Benizri worked for UBS, in a structured products sales role.

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Sale Management Trading Portfolio Management 62

Peak Frameworks

SEPTEMBER 28, 2023

McGill is home to the Desautels Faculty of Management , which is one of Canada's top business schools for both undergraduates and MBAs. Additionally, McGill offers a BCom in Honours Investment Management , a limited enrolment program for undergraduates with a strong track record of finance placement.

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