The TRADE

NOVEMBER 16, 2023

Manulife Investment Management is set to acquire multi-sector alternative credit manager CQS for an undisclosed sum with the deal set to close in early 2024. Following close, Manulife is set to align the CQS brand with its own as a co-branded logo – Manulife | CQS Investment Management.

Investment Manager 59

Investment Manager Management Investment Business 59

Growth Business

NOVEMBER 23, 2023

Other than the US and India, there is no other country attracting the numbers of VC investment in the sector. It invests in early-stage companies in software, SaaS, healthcare, fintech, security and media. Its UK funds primarily invest at Series A through to Series C, and typically lead rounds with cheques between £2m and £10m.

Investment 111

Investment Funds Capital Business 111

CNBC: Investing

OCTOBER 27, 2023

Sara Devereux, the global head of fixed income at Vanguard's Investment Management Group, spoke exclusively to CNBC's Bob Pisani.

Investment Manager 115

Investment Manager Funds Investment Management 115

The TRADE

NOVEMBER 17, 2023

Triodos Investment Management has selected Bloomberg’s AIM and PORT Enterprise solutions in a bid to support its front-office workflows. In addition, the tools allow for ESG data integration across the investment process, which Triodos asserted aligns with its stated commitment to sustainable investing.

Investment Manager 59

Investment Manager Management Investment Asset Management 59

The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. Mike was building an investment team and process focused on idea generation and creative structuring. What does your role involve?

Funds 59

Funds Capital Capital Market S&P 59

Global Newswire by Notified: M&A

APRIL 21, 2025

April 21, 2025 (GLOBE NEWSWIRE) -- AMG, a strategic partner to leading independent investment management firms globally, today announced that it has entered into a definitive agreement to acquire a minority equity interest in Verition Fund Management LLC (Verition), a global multi-strategy investment firm.

Management 59

Management Funds Investment Investment Manager 59

The TRADE

JUNE 17, 2024

FINBOURNE Technology has raised £55 million in a Series B funding round led by Highland Europe and AXA Venture Partners (AVP). FINBOURNE is a provider of investment management solutions and a cloud-native data management platform.

Funds 69

Funds Investment Manager Capital Market Investment 69

Global Banking & Finance

FEBRUARY 6, 2024

Empowering ESG Investment Managers with Standard Methodology Aligned Green, Social, Sustainability, Sustainability-Linked and Transition (ESG bonds or GSS+) finance volumes passed the $4trillion mark in H1 2023, according to the Climate Bonds Initiative (CBI). How Green is Green? But how green is green?

Investment Manager 52

Investment Manager Management Investment Asset Management 52

The TRADE

AUGUST 2, 2024

BNP Paribas has entered into a definitive agreement to acquire 100% of AXA Investment Managers – representing around €850 million in assets under management – for just over €5 billion. The deal is set to include an agreement for BNP Paribas’ long term management of a large part of AXA’s assets.

Asset Management 59

Asset Management Investment Manager Management Investment 59

The TRADE

JUNE 9, 2025

Liontrust Asset Management’s trading for investment funds and institutional accounts has been officially outsourced to BNY. Currently, almost half of Liontrust’s investments and trading are now outside of the UK. Our collaboration with BNY will enable Liontrust to achieve this.”

Trading 59

Trading Asset Management Collaboration Management 59

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.

Investment Manager 52

Investment Manager Trading Management Investment 52

The TRADE

JANUARY 13, 2025

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 In addition, the acquisition will allow Clearwater to expand into the hedge fund industry thanks to Enfusions established reach in the sphere.

Business 59

Business Mergers and Acquisitions Asset Management Investment Manager 59

The TRADE

OCTOBER 31, 2024

Brown Brothers Harriman (BBH) has expanded its relationship with Japan-based Resona Asset Management to include BBH’s automated third party FX solution, InfoFX. Munenori Yoshihara, BBH The development sees Resona become the first Japanese investment manager to implement the FX solution.

Asset Management 64

Asset Management Management Trading Investment Manager 64

Growth Business

MAY 23, 2025

million in investment from Foresight Williams, EIS Funds, VenturesOne and Midven. The company raised $28 million across nine funding rounds. It has secured 1 million from the Midlands Engine Investment Fund. It aims to address environmental issues with AI-based solutions. The company has received $5.3

Finance 69

Finance Finance Business Funds 69

The TRADE

SEPTEMBER 10, 2024

FINBOURNE Technology has completed a secondary funding round which follows a Series B funding round of £55 million in June this year. Thomas McHugh The secondary funding round brings the total to over £100 million, making it one of the largest series B raises in the UK.

Funds 64

Funds Financial Services Investors Investment Banking 64

The TRADE

SEPTEMBER 29, 2023

This year’s categories have been updated slightly, and for the first time the Buy-Side Awards will celebrate a Hedge Fund Trading Desk of the Year alongside the Long Only category. The TRADE is delighted to reveal the shortlisted nominees for this year’s coveted Buy-Side Awards, in partnership with SIX Swiss Exchange.

Trading 111

Trading Asset Management Investment Manager Management 111

Global Newswire by Notified: M&A

DECEMBER 15, 2023

15, 2023 (GLOBE NEWSWIRE) -- KKCG, a leading European investment and innovation group, today announces its agreement to acquire Avenga, an end-to-end software engineering and consulting platform from funds managed by Oaktree Capital Management, L.P. Oaktree”) and funds managed by Cornerstone Investment Management, L.P.

Investment Manager 81

Investment Manager Engineering Consulting Funds 81

The TRADE

AUGUST 20, 2024

Northern Trust has been selected to provide outsourced trading to global asset manager Nedgroup Investments via its Integrated Trading Solutions (ITS). David Roberts, head of fixed income at Nedgroup Investments, asserted: “It’s difficult to over-estimate the importance of access to market liquidity in bond fund management.

Investment 59

Investment Trading Investment Manager Funds 59

The TRADE

OCTOBER 18, 2023

The scheme has recognised numerous promising talents over the years, many of whom have gone on to expanded roles such as head of trading at some of the world’s largest asset managers and hedge funds. Find previous years’ recognised shortlists here: 2022 – 2021 – 2020 – 2019 – 2018 – 2017 – 2016 – 2015.

Trading 119

Trading Asset Management Equities Investment Manager 119

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.

Investment 53

Investment Investment Manager Portfolio Funds 53

The TRADE

OCTOBER 24, 2023

LiquidityDirect’s technology can be leveraged by financial institutions seeking to include short-term investments in their offerings suite to provide an improved user experience through a single sign-on for their clients.

Financial Institution 85

Financial Institution IT Investment Manager Management 85

The TRADE

OCTOBER 25, 2023

BNY Mellon has launched a new foreign exchange (FX) platform, meeting client demands to manage execution across their entire portfolio and access improved price transparency. Named Universal FX, the platform supports BNY Mellon clients across all market segments, including investment managers, corporates, hedge funds and wealth managers.

Management 110

Management Financial Institution Portfolio Investment Manager 110

The TRADE

FEBRUARY 28, 2024

While working for the German investment manager he was responsible for institutional clients including central banks, pensions funds and sovereign wealth funds and assisted them with asset allocation and best execution. Shastry did not immediately respond to a request for comment.

Capital Market 98

Capital Market Capital Asset Management Business 98

PCE

NOVEMBER 15, 2023

These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders. But why are they so important, and what do they really mean for your investment decisions and risk management strategies?

Risk Management 52

Risk Management Valuation Portfolio Management 52

The TRADE

DECEMBER 12, 2023

Deutsche Börse Group subsidiary SimCorp and infrastructure and technology provider for digital assets, Alloy, have entered a strategic partnership to assist SimCorp clients with managing digital asset investments. Alloy’s clients consist of a range of firms including family offices, hedge funds and listed asset managers.

Management 64

Management Investment Asset Management Investment Manager 64

The TRADE

JUNE 13, 2023

million funding round aimed at expediating the development of FIA Tech’s Trade Data Network (TDN) initiative. Currently, the TDN comprises 16 banks and brokers and 40 investment managers and hedge funds. Altogether the combined assets under management is more than $37 trillion.

Funds 59

Funds Bank Banking Broker 59

PE Hub

AUGUST 29, 2023

DreamBox Learning's current investors Elliott Investment Management L.P. and TPG's The Rise Fund will retain minority stakes in the company. The post Clearlake-backed Discovery Education to acquire edtech firm DreamBox Learning appeared first on PE Hub.

Education 61

Education Investment Manager Funds Investors 61

The TRADE

JUNE 29, 2023

Specialist multi-asset manager Candriam and its parent company New York Life Investments have expanded their partnership to grow their remit in the US offshore market. Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries.

Investment 64

Investment Investors Asset Management Sale 64

The TRADE

AUGUST 5, 2024

Prior to GMO, he worked as an operations specialist at Evergreen Investments and has also previously worked in a custody-related accountancy role at Investors Banks & Trust. He joins from HSBC, where he most recently he held responsibility for primary coverage on G10 rates for reserve managers and UK real money clients.

Capital Market 64

Capital Market Investment Capital Portfolio Management 64

Global Banking & Finance

NOVEMBER 7, 2024

(Reuters) -Elliott Investment Management said on Wednesday that it has not engaged with German utility RWE AG about an investment in the company and has not laid out any demands.

Funds 40

Funds IT Investment Manager Utilities 40

Global Banking & Finance

OCTOBER 29, 2024

STOCKHOLM (Reuters) – Norway’s sovereign wealth fund said on Tuesday it has bought a 97.7% real estate investment firm DivcoWest. Norges Bank Investment Management (NBIM), the world’s largest sovereign wealth fund, […]

Funds 40

Funds Investment Manager Investment Bank 40

Growth Business

AUGUST 3, 2023

It sounds like you’re ready to raise pre-seed funding. The thing to note here is that you don’t have to raise pre-seed funding, but it is beneficial. Pre-seed funding is there to build the foundations of your business before you move on to your subsequent funding rounds. We invested after a little while.

Funds 52

Funds Investors Investment Business 52

Growth Business

NOVEMBER 21, 2023

By Timothy Adler on Growth Business - Your gateway to entrepreneurial success What kind of startups are venture capital trusts (VCTs) looking to invest in during the coming year? However, he points out that VCTs still outperform VCs when it comes to attracting investment by proportion. What kind of startups do VCTs want to invest in?

Investment 59

Investment Capital Business Management 59

The TRADE

SEPTEMBER 12, 2024

Investment manager TT international has adopted FINBOURNE Technology’s LUSID platform and EDM+ product to connect, manage and master its data ecosystem.

Asset Management 69

Asset Management Investment Manager Investment Management 69

The TRADE

AUGUST 6, 2024

Having Capital Group, a top five financial investment management firm, join this endeavor is incredibly exciting,” said Stephen Roche, president and co-founder at Saphyre. The benefits of using the Saphyre platform will continue from the start of a new fund through settlement after every trade execution.”

Capital 59

Capital Investment Manager Asset Management Trading 59

The TRADE

JULY 18, 2023

She brings 25 years’ experience in investment management to the firm, having held senior positions at Jupiter Asset Management, Franklin Templeton Investments, Hermes Fund Management and Fidelity International. Barber will succeed Louisa Kay, who is set to retire at the end of this year following three decades in the investment industry.

Investors 52

Investors Investment Asset Management Management 52

The TRADE

JUNE 7, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management has joined Titan Investment Solutions as a junior portfolio manager and trader, according to an announcement on social media. Livingstone has previously served as head of trading – FX and ETFs at Tavistock Investments.

Trading 59

Trading Portfolio Management Asset Management Investment Manager 59