PE Hub

JUNE 12, 2023

Based in London and New York, Adenza is a provider of risk management and regulatory software to the financial services industry. The post Thoma Bravo to sell Adenza to Nasdaq for $10.5bn appeared first on PE Hub.

Risk Management 66

Risk Management Financial Services Management 66

The TRADE

JUNE 4, 2024

Less than half (37%) of risk professionals say they are prepared to manage risk tied to the next market shock, a new report from Coalition Greenwich has found. Confidence in risk management practices plays an important role in the survey’s findings, according to Coalition Greenwich.

Risk Management 80

Risk Management Book-building Management Financial Services 80

The TRADE

JUNE 17, 2024

Nasdaq already has a range of technology partnerships across the Indonesian financial system, including providing surveillance technology to Indonesia’s Financial Services Authority, OJK; the technology platform that underpins Indonesia’s central securities depository, KSEI; and its Calypso treasury solution to Bank Indonesia.

Stock 116

Stock Capital Market Architecture Trading 116

The TRADE

JULY 2, 2024

Read more – Artificial Intelligence in fixed income: A paradigm shift Chin has held a range of leadership roles in quantitative research, risk management and portfolio management at AB, both in New York and London, since joining the firm in 1997. As part of his new appointment, Chin will be based in New York.

Portfolio Management 80

Portfolio Management Risk Management Financial Services Collaboration 80

Global Banking & Finance

JANUARY 31, 2024

By Tim FitzGerald, Financial Services Manager, InterSystems Banks and financial institutions need to make 2024 the year of higher-quality data. Our systems and data are not performing as they should” is often a challenge met by frontline teams in investment, asset management risk-management, and, in fact, […]

Financial Institution 45

Financial Institution Risk Management Asset Management Financial Services 45

Accenture Capital Markets

SEPTEMBER 5, 2023

Financial services falls into this category. According to the cyber crime study, an asset management firm could spend more than $17 million per year on charges relating to managing and recovering from incidents. In total, cyber crime costs an organization an average of $11.7

Asset Management 97

Asset Management Management Business Securities 97

The TRADE

MAY 30, 2023

TS Imagine has expanded its team in the Asia Pacific with two new appointments from investment management fintech Enfusion. Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support.

Accountant 64

Accountant Portfolio Management Management Risk Management 64

Global Banking & Finance

JULY 17, 2024

The spotlight placed on financial services firms by regulatory bodies has revealed the complacency of employees, and more importantly, risk managers, when it comes […]

Risk Management 40

Risk Management Financial Services Business Management 40

The TRADE

JULY 10, 2024

VaR is a widely used risk management concept in the financial services industry and is the primary component of GSD’s clearing fund requirements,” said Tim Hulse, managing director, financial risk and governance, at DTCC.

Risk Management 64

Risk Management Portfolio Government Financial Services 64

The TRADE

DECEMBER 8, 2023

Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. But unlike incidents of the past, the market mayhem of 2023 has not been confined to one event.

Broker 113

Broker Asset Management Trading Funds 113

Global Banking & Finance

JULY 11, 2024

Kinil Doshi is a renowned Fintech expert in Banking Compliance and Risk Management, boasting two decades of extensive experience in the financial services and technology sectors. Kinil has proficiently navigated and addressed complex compliance and risk challenges […]

Banking 40

Banking Bank Risk Management Financial Services 40

The TRADE

JUNE 14, 2023

Subject to regulatory approvals, the service will come through its Amsterdam-based clearing house and introduce matching, CCP clearing, settlement and post-trade lifecycle management for SFT transactions in European cash equities and ETFs. Settlement will take place in 19 European Central Securities Depositories (CSDs).

Finance 75

Finance Finance Securities Capital 75

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. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

Sale 64

Sale Management Trading Equities 64

Cisco: M&A

MARCH 25, 2025

DORA shifts how financial institutions approach operational resilience and risk management. Learn more about the impact of DORA requirements for your organization.

Financial Institution 40

Financial Institution Risk Management Management Financial Services 40

The TRADE

JANUARY 3, 2024

Decentralised finance (DeFi) and tokenisation represent a paradigm shift in financial services and there is widespread expectation that AI will bring improved capital efficiency and risk management. Technology advancement continues at a pace.

Trading 111

Trading Capital Market Capital Economics 111

The TRADE

JUNE 19, 2023

He also spent several years at Goldman Sachs in a risk management and product control role. Previously, Williams served as an investment account manager at Northern Trust. Elsewhere in his career, Williams held a pricing analyst role at Financial Times and a junior business development role at Deloitte.

Sale 64

Sale Asset Management M&A Investment Banking 64

The TRADE

OCTOBER 18, 2024

How can new data management technologies help reduce operating costs? It’s important to note how new data management technologies can not only reduce operating costs, but also reduce risk. If you look at sovereign wealth funds and pension funds, as a macro trend, they’re starting to insource more of their own risk management.

Asset Management 64

Asset Management Management Capital Risk Management 64

Razorpay

AUGUST 9, 2023

Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses. What is a Merchant Bank?

Banking 52

Banking Bank Business Underwriting 52

Global Newswire by Notified: M&A

JULY 8, 2025

Abacode specializes in holistic, outcome-driven cybersecurity solutions and governance programs that help businesses transform their cyber risk management strategies and turn compliance challenges into competitive advantages. Learn more at www.thrivenextgen.com or follow us on LinkedIn. Read More

Government 52

Government Business Management Acquisitions 52

Wall Street Mojo

FEBRUARY 9, 2024

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. The replicating portfolio concept is widely used in financial markets.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

Peak Frameworks

MAY 2, 2024

Financial deregulation, for example, saw a pivotal moment with the partial repeal of the Glass-Steagall Act in 1999 , a move that obliterated the firewalls between commercial and investment banking and profoundly influenced the landscape of financial services.

IT 52

IT Finance Finance Financial Services 52

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm currently employs 31 professionals.

Private Equity 52

Private Equity Equities Investment Valuation 52

Growth Business

MAY 23, 2023

The UK’s fintech industry continues to grow thanks to a combination of many factors, including London’s existing standing as a centre of financial excellence, globally respected regulatory frameworks, as well as good education and infrastructure. Financial services contributed £132bn to the economy in 2019, which equated to 6.9

Engineering 74

Engineering Finance Finance S&P 74

The TRADE

FEBRUARY 6, 2024

Combining BNY Mellon’s data infrastructure and analytics services with Microsoft’s cloud solutions will provide our buy-side and sell-side clients with a leading data management solution designed to offer deeper insights and actionable data that can help improve their investment performance, distribution reach, and risk management.”

Collaboration 40

Collaboration Capital Market Risk Management Financial Services 40

Software Equity Group

AUGUST 20, 2024

a provider of practice management software for dental professionals in Canada; the March 2024 purchase for $15 million enterprise value (EV) of TDO Software Inc., a company in the Enterprise Resource Planning (ERP)/ Healthcare sector that provides endodontic practice management software and related mobile applications for U.S.

Investment 52

Investment Management Acquisitions Business 52

Peak Frameworks

JUNE 27, 2023

Consider the mission statement of BlackRock , a leading global investment firm: "We provide a broad range of investment and risk management services to help you reach your financial goals." A mission statement is immediate and action-oriented, focusing on the company's fundamental objectives. JP Morgan Chase & Co.,

Investors 52

Investors Investment Risk Management IT 52

Razorpay

DECEMBER 15, 2024

Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth. Retirement planning to secure their financial future.

Banking 52

Banking Bank IT Management 52

The TRADE

AUGUST 23, 2024

We’re certainly seeing a lot of interest for this type of product in the post-trade space, for example to help drive productivity, increase scalability, and enhance risk management such as is required in a T+1 environment. AI can be built into co-pilots and used to unify multiple different user interfaces.

Trading 64

Trading Architecture IT Risk Management 64

The TRADE

OCTOBER 18, 2024

Year-to-date, we’re seeing for the first time in many years a notable uptick in new fund launches and spin outs from bigger places,” says Jack Seibald, managing director, co-head of Marex prime services and outsourced trading.

Broker 69

Broker Funds Bulge Bracket Bank 69

Razorpay

NOVEMBER 30, 2023

This credible robust infrastructure has paved the way for financial institutions, including the NBFCs, to reach areas that were earlier dismissed as “unserviceable.” They have huge underserved markets to service, and technological advancements will be pivotal to their growth and success in the coming years.

Accountant 52

Accountant Book-building Business Financial Services 52

The TRADE

APRIL 30, 2024

These regulations have significantly impacted the operations and behaviour of financial institutions, contributing to greater stability, transparency, and accountability in global financial markets. The years following 2008’s GFC experienced continued financial regulatory reform.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

The TRADE

APRIL 14, 2025

The FCA does vital work to enable a fair and thriving financial services sector for the good of consumers and the economy. Before that, he founded and became chief executive of strategy, risk management and compliance consultancy, Patomak Global Partners. Bush, where he served until August 2008.

Portfolio Management 59

Portfolio Management Trading Portfolio Management 59