The TRADE

APRIL 5, 2024

As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM. Ellipsis AM’s convertible team currently comprises of four portfolio managers, with each one performing the role of trader alongside acting as portfolio manager.

Asset Management 62

Asset Management Portfolio Management Business Portfolio 62

The TRADE

AUGUST 18, 2023

Lily Chia has been named the new head of equities and FICC sales, SGROA at Singapore Exchange (SGX), working across Singapore, ASEAN, Middle East, India, and Australia. In this new position, Chia, who has spent almost two decades at SGX in various roles, will lead sales for equity, equity derivatives and FX derivatives.

Sale 52

Sale Equities Portfolio Management Trading 52

The TRADE

JULY 17, 2023

Yet with equities, these markets are constrained by market hours which may be specific to a region and/or exchanges themselves. With Middle East and North Africa (MENA) becoming a larger part of indices and portfolio managers’ thinking, decisions will have to be taken around how best to trade these markets.

Trading 52

Trading Equities Asset Management Retail 52

The TRADE

MAY 2, 2024

The offering allows buy-side traders and portfolio managers to gain exposure to liquidity events in relevant equities that meet their minimum average daily volume (ADV) or pricing thresholds, alongside being able to execute large or illiquid equity trades before entering the market via Appital Turquoise BookBuilder.

Asset Management 67

Asset Management Portfolio Management Management Trading 67

The TRADE

MARCH 20, 2024

The three new MSCI index options – namely Cboe MSCI world index option (MXWLD), Cboe MSCI ACWI index options (MXACW) and Cboe MSCI USA index option (MXUSA) – are designed to provide investors with exposure to international, developed and emerging markets, and US equity market performance.

Portfolio 70

Portfolio Investors Portfolio Management Trading 70

The TRADE

APRIL 25, 2024

Portfolio managers use them without fear, it’s a tool in the box which is not for everybody, but it’s getting there. He further explained: “Aside from equity derivatives, if you look at where the credit market is going, macro credit and understanding how that all stacks up and how those things work is critical.

IT 57

IT Trading Equities Portfolio Management 57

The TRADE

JANUARY 15, 2024

Jacobs has spent the last five years at Liquidnet, most recently serving as an equity trader – a role she held for three and a half years. StoneX Group appointed former head of trading at Incline Global Management, Evan Halpern, managing director of fixed income outsourced trading.

Portfolio Management 70

Portfolio Management Trading Portfolio Management 70

Global Newswire by Notified: M&A

JUNE 13, 2023

As part of the transaction, Jyske Bank has entered into an agreement with PFA Invest on the administration and portfolio management of client assets. According to the agreement, the price totals DKK 245 m, including equity of approx. DKK 120 m at PFA Bank A/S at the closing date.

Bank 52

Bank Banking Portfolio Management M&A 52

The TRADE

SEPTEMBER 4, 2023

Prior to joining Union, Hock spent three years at Barclays as head of equity execution sales, four years at Tungsten Capital Management as head of portfolio trading and management, and two and a half years at Ferox Capital Management in a similar role.

Investment 113

Investment Trading Equities Asset Management 113

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.

Asset Management 62

Asset Management Sale Investment Manager Equities 62

The TRADE

APRIL 10, 2024

Marcus Plyhr, portfolio manager at Norron Asset Management, said: “This is an excellent product that can be used in our long-only equity funds, as well as for hedging purposes in our absolute return funds. In addition, the screening criteria allows investors to make decisions which are aligned with ESG outcomes.

Asset Management 57

Asset Management Portfolio Management Portfolio Investors 57

The TRADE

OCTOBER 2, 2023

Nasdaq has announced the launch of its Custom Basket Forwards solution in a bid to address the market’s demand for more simple and efficient methods to handle equity exposures. I am really thrilled about the introduction of a very strong alternative to OTC-derivatives such as equity swaps.

Equities 57

Equities Trading Portfolio Management Portfolio 57

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Bank 52

Bank Banking Underwriting Business 52

Beyond M&A

SEPTEMBER 19, 2023

While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction. For investors and CXOs, it’s important to be vigilant and watch potential sources of value destruction. It is essential to not just build but also safeguard.

Portfolio Management 147

Portfolio Management Portfolio Private Equity IT 147

The TRADE

SEPTEMBER 6, 2023

RBC has appointed Guy Chalkley as managing director, UK flow rates sales, according to an internal memo seen by The TRADE. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

Sale 62

Sale Management Portfolio Management Trading 62

The TRADE

JULY 6, 2023

Retail traders typically follow equity performance closely – a trend dating back to 2021. According to Liquidnet’s review, pressure put on equities throughout the course of this year has presented retail traders with a number of “valleys” that offer large percentage gains on specific stocks. billion worth of purchasing.

Retail 62

Retail Portfolio Management Equities Broker 62

The TRADE

AUGUST 21, 2023

Redburn Atlantic appointed Lisa Christou as head of sales trading, US equities to international. Before taking on this role, Christou served as a US equities sales trader head at Atlantic Equities before its merger with Redburn, which was completed last week.

Trading 52

Trading Electronics Sale Equities 52

The TRADE

AUGUST 30, 2023

In 2015, the European asset manager unified its trading teams under one multi-asset trading desk as part of a strategic review, aimed at executing a greater percentage of orders sent by portfolio managers.

Trading 104

Trading Asset Management Management Portfolio Management 104

The TRADE

SEPTEMBER 15, 2023

Bloomberg has launched the new MVP index and pricing power index, adding to Bloomberg Index Services (BISL) suite of thematic equities indices. According to Bloomberg, the new indices are an evolution of traditional factor indices, positioned to capture the individual factors and attributes that propel top-performing companies.

Portfolio 67

Portfolio Profitability Portfolio Management Equities 67

The TRADE

SEPTEMBER 7, 2023

Named ALTD <GO>, the new function will support equity analysts and portfolio managers with intra-quarter insights which can be incorporated into research workflows, paired with consensus estimates, company news, research and guidance – ahead of earnings announcements.

Portfolio Management 104

Portfolio Management Investment Retail Portfolio 104

The TRADE

NOVEMBER 27, 2023

She has been with State Street since 2000, beginning as a relationship manager. As head of State Street Global Advisors Europe – her current role – she is responsible for the firm’s EU-based portfolio management, distribution, product development, fund management and operations.

Trading 62

Trading Electronics Equities Investment Banking 62

Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. These assets can be in the form of equities (stocks), fixed income (bonds), mutual funds, exchange-traded funds (ETFs), real estate, commodities , and more. It's a tool to manage and diversify risk while seeking returns.

Portfolio 52

Portfolio Investment Portfolio Management Investors 52

Wall Street Mojo

FEBRUARY 9, 2024

For example, a portfolio has cash flows that match put options in the market. Replicating Portfolio Approach Explained Replicating portfolio involves the pooling of assets in a manner that allows portfolio managers to easily hedge the risks of these assets and balance the risk-return of the target asset.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

The TRADE

JUNE 2, 2023

The asset manager will now operate with two specialised trading groups, one dedicated to equities, consisting of a team of three traders and headed up by Fabien Orève, and one dedicated to fixed income, consisting of four traders and headed up by Amaury Van Ruymbeke.

Trading 57

Trading Equities Portfolio Management Portfolio 57

The TRADE

FEBRUARY 6, 2024

Order and execution management platform, Adroit Trading Technologies, has raised $15 million in its series A funding round led by specialised growth equity firm, Centana Growth Partners, with the capital set to be used to accelerate the business’ growth.

Trading 57

Trading Capital Broker Portfolio Management 57

Peak Frameworks

JANUARY 15, 2024

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year. UBC also offers the elite Portfolio Management Foundation (PMF) program, which gives students practical investing experience and dedicated alumni support.

Investment Banking 52

Investment Banking Bank Banking Investment 52

The TRADE

FEBRUARY 12, 2024

Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Prior to joining Rothschild in January 2023, Finke spent nearly five years at Marathon Asset Management as a global equity trader covering equities and FX.

Capital 62

Capital Sale Asset Management Electronics 62

The TRADE

NOVEMBER 3, 2023

Almost two thirds (63%) of buy-side equity market participants believe outsourced desks would result in improved execution quality and trade performance when trading across regions, according to new research from Coalition Greenwich.

Trading 113

Trading Portfolio Management Asset Management Financial Services 113

The TRADE

NOVEMBER 17, 2023

PORT Enterprise the premier version of the PORT solution that delivers enhanced reporting capabilities powered by risk models, while the AIM order management system (OMS) offers multi-asset decision support and portfolio management, order management, trade compliance and post-trade workflows.

Investment Manager 57

Investment Manager Management Investment Asset Management 57

The TRADE

JULY 24, 2023

He departs following a 35-year long career in investment management, spending 19 years at Fidelity Investments as a European portfolio manager until 2006. Following the acquisition, Rutherford spent the last 14 years as head of Europe for Federated Hermes.

Investment Manager 52

Investment Manager Management Investment Portfolio Management 52

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.

Sale 62

Sale Management Trading Portfolio Management 62

The TRADE

SEPTEMBER 6, 2023

Traders and portfolio managers will also be able to access exposure to liquidity events in relevant equities meeting their minimum ADC or pricing thresholds. “They want full control on every stage of the order lifecycle.

Electronics 67

Electronics Portfolio Management Trading Asset Management 67

OfficeHours

JULY 14, 2023

Think from the perspective of a private equity player (even if your deal was not a PE deal), and implement important facets such as cash flow generation, ability to add leverage, growth levers, a strong management team, and a business that operates in an attractive, large, and growth industry. Make sure you have your story down cold!

Private Equity 130

Private Equity Recruitment Equities Accountant 130

The TRADE

JULY 31, 2023

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. He spent 19 years at Fidelity Investments as a European portfolio manager until 2006.

Asset Management 52

Asset Management Trading Investment Banking Investment Manager 52

The TRADE

JANUARY 17, 2024

As a trader, I think it is critical to build strong relationships with portfolio managers, brokers and various internal teams, and this is something I look forward to and enjoy on a daily basis. For over three years, I only traded equities, so moving to a role where I would be trading multi-asset was attractive.

Trading 109

Trading Portfolio Management Management Broker 109

OfficeHours

JULY 20, 2023

Think from the perspective of a private equity player (even if your deal was not a PE deal), and implement important facets such as cash flow generation, ability to add leverage, growth levers, a strong management team, and a business that operates in an attractive, large, and growth industry. Make sure you have your story down cold!

Recruitment 130

Recruitment Private Equity Equities Investment 130

Mergers and Inquisitions

NOVEMBER 15, 2023

Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. Complete a part-time internship at a local private equity firm, venture capital firm, or search fund. Significantly improve your resume through several drafts.

CFA 59

CFA Investment Banking Bank Banking 59