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

The TRADE

SEPTEMBER 9, 2024

Previously in his career, he undertook several banking, capital markets, and portfolio management internships across PwC, KPMG UK, BlackRock, and Jefferies. He most recently served as an investment manager at ADQ and before that spent two and a half years as a senior trader and portfolio manager at Azimut.

Portfolio Management

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?

Bank

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

The TRADE

NOVEMBER 3, 2023

The report suggests that the findings highlight a real opportunity for providers if they make effective enhancements, supplementing “with highly skilled traders, placed in local markets, to deliver top-tier execution alongside seamless integration with clients’ operational systems and workflow technologies”.

Trading

The TRADE

SEPTEMBER 7, 2023

BlueX’s launch is subject to regulatory approval from the Jersey Financial Services Commission. “The Among the key features the platform aims to provide are unique data driven execution for value generation; versatility in trading solutions; integrated workflow automation and access to multiple FX liquidity pools.

Capital

The TRADE

MAY 30, 2023

In his new role, Hoong will provide technical account management and support to clients in Hong Kong. This specifically relates to: trading, portfolio management, and risk management. Previously firms Hoong has worked for include: Enfusion, Dealogic and Cantor Fitzgerald.

Accountant

The TRADE

JUNE 24, 2024

Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan. He joined Northern Trust in 2007 and has since worked in senior roles across portfolio management, client management and sales. as a fund manager for the passive and quantitative investment management department.

Asset Management

The TRADE

JULY 27, 2023

The asset manager will use Bloomberg’s order and investment management solution AIM in connection with its portfolio analytics, order management and trading compliance activities. The post NJ Asset Management streamlines order management and compliance management with Bloomberg solutions appeared first on The TRADE.

Asset Management

The TRADE

OCTOBER 19, 2023

The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.

Profitability

Accenture Capital Markets

SEPTEMBER 5, 2023

Established firms themselves tell us they are moving full steam ahead, with half of large financial services entities expressing interest now in developing their own digital platforms (compared to 33 percent just two years ago). [ii]

Management

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

Razorpay

DECEMBER 15, 2024

Whether it’s managing day-to-day banking or planning complex investments, the relationship manager provides bespoke solutions tailored to individual goals. Comprehensive Wealth Management Private banking integrates multiple financial services under one umbrella, offering a holistic approach to managing wealth.

Bank

The TRADE

DECEMBER 8, 2023

This has forced prime brokers to focus more on risk management and diversification of their client portfolios with increased regulatory pressures.” The market volatility has certainly been a defining feature of the year, for both clients and providers, and gave rise to opportunities for certain strategies, while costing others dearly.

Broker

The TRADE

JULY 24, 2023

He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. But Eppacher began to notice a distance between himself and the day-to-day action of what was happening in the markets.

Trading

Accenture Capital Markets

NOVEMBER 16, 2022

Here wealth managers are often behind their counterparts in other sectors of financial services. Furthermore, it also provides opportunities to e.g., leverage green cloud to reduce carbon footprint and energy consumption—which might in turn be contributing to clients’ perception of a wealth manager as a responsible business.

IT

The TRADE

JANUARY 3, 2024

The service provider landscape for outsourced trading is made up of an eclectic mix of firms. Boutique independents and the largest financial services providers co-exist in this burgeoning space which has some elements of comradery and others of fierce rivalry. The list goes on.

Trading

The TRADE

OCTOBER 18, 2024

“If you look at what those firms need in terms of prime-related services, well, cash PB and synthetics are just the basics. When you go through these really volatile periods of time, if the multi-managers that are really well diversified do come out stronger than monoline hedge funds, then there is an argument for investors.

Broker

The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. Home to Bloomberg’s central data services the interface offers users access to news, data, analytics, and multi-asset trading tools.

Trading

The TRADE

FEBRUARY 17, 2025

Prior to that, she worked as global trading business manager. Further roles at Fidelity International include stints as fixed income trading business manager, senior fixed income change manager, and senior fixed income portfolio analyst. LMAX Exchange appointed Daniel Lavigne as head of buy-side sales for Canada.

Management

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. The TRADE is thrilled to announce that Natasha Cocksedge has joined the team as a reporter, effective 7 April. Speaking to his new appointment, Rathi said: I am honoured to be reappointed by the Chancellor.

Portfolio Management