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

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

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 6, 2023

Industry Person of the Year 2023 shortlist: Seema Arora, managing director, head of execution sales, Instinet Europe Champion of The TRADE’s Rising Stars of Trading and Execution award scheme, Instinet Europe’s Seema Arora needs little introduction with an extensive financial career spanning more than 25 years.

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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. Elsewhere, Kirk is set to oversee and enhance Tourmaline’s services in support of asset managers globally as part of his new role.

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The TRADE

AUGUST 14, 2023

I’ve always worked in the asset management industry, starting my first job at 18 with Scottish Amicable Investment Management in Glasgow. Although I had been trading for a long time my background had been mainly in equities so moving to multi-asset was quite a shock to the system and a steep learning curve.

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The TRADE

JUNE 19, 2023

Williams joined from BNY Mellon, where he spent the last six years, most recently serving as an equity trader. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. Previously, Williams served as an investment account manager at Northern Trust.

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The TRADE

AUGUST 15, 2023

Trading, portfolio and risk management solutions provider TS Imagine has added CLSA’s AI-powered European algo suite to its list of certified brokers. TS Imagine’s TradeSmart features pre-certified connections to more than 250 listed brokers and venues, as well as broker algos.

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The TRADE

JANUARY 17, 2024

After leaving university, she undertook several sell-side internships at RBC, Nomura and Fisher Investments, returning to RBC in 2014 to work on its cash management team for its foreign exchange traders. In 2016, Nutting moved to Principia Investment Management Limited where she was an execution trader and fund manager assistant.

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Growth Business

NOVEMBER 23, 2023

The fund does state that it will invest €0.25m to €15m over a company’s lifetime. Force Over Mass Force Over Mass has invested in over 175 tech companies at seed and growth stage. FPE Capital is a growth equity investor in the UK lower middle-market. Managed by IP Group and North East Finance.

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The Deal

JULY 18, 2023

“While a select few lenders have maintained their hold size parameters, the overwhelming majority of lenders have significantly reduced their check size in response to the drop off in redemptions and repayments in their portfolios,” said Joseph Weissglass , managing director at middle market investment bank Configure Partners LLC.

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The TRADE

NOVEMBER 2, 2023

We’re seeing a significantly increased use of bond portfolio trading and fixed income ETFs, where sophisticated pricing tools are not only enabling us to trade these products with greater frequency, but are the differentiator. Portfolio trading has been especially impactful for credit markets where liquidity can be challenging.

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The TRADE

JANUARY 3, 2024

The banking giant hired Ian Power from Newton Investment Management a year ago, alongside Paul Christophorou, who previously spent 19 years as a senior global trader for Odey Asset Management and Gozde Yildiz, a multi-asset trader focusing on fixed income, equities and derivatives trading. The list goes on.

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FineMark

JULY 13, 2023

Equity markets are justifiably high risk investments, given the historically high returns they afford investors over long investment horizons. As asset allocators, studying the past helps us see the investment landscape for what it is—not what we wish it to be.

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Growth Business

AUGUST 3, 2023

I would always encourage a founder to come out of their comfort zone, and even pitch to investors before they’re ready,” said Adam Beveridge, investment manager at SFC Capital. They’re there to help you to secure investment more quickly and protect their own interests by making a return on their own investment.

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Peak Frameworks

AUGUST 24, 2023

Robo-advisors are automated platforms that provide investment management services with minimal human intervention, such as Betterment. Moreover, they offer a range of financial products and services, allowing investors to diversify their portfolios effectively. Discount brokerages offer fewer services but at a lower cost.

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Cooley M&A

JANUARY 23, 2024

Complex and novel transaction structures for the sector also were a prominent result of the market and regulatory environment, with reverse mergers remaining a fixture and stock-for-stock deals and take-private transactions led by private equity sponsors entering the scene.

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The TRADE

DECEMBER 21, 2023

Dan Morgan, global head of portfolio solutions at State Street, sees the outsourced trading journey as a marathon, not a sprint, but says larger managers are certainly asking questions. “If In addition, the biggest risk to the business will be internalisation, and one case of this can be found in the decision reversal at Railpen.

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