PE Hub

DECEMBER 13, 2023

New York-based Kudu is a provider of permanent capital solutions to independent asset and wealth managers. The post Kudu backs investment manager Sage appeared first on PE Hub.

Investment Manager 75

Investment Manager Management Investment Capital 75

PE Hub

JUNE 13, 2023

The post Arcline Investment Management buys International Water-Guard appeared first on PE Hub. International Water-Guard is a Surrey, British Columbia-based provider and servicer of potable water systems and components for use in business and commercial jet applications.

Investment Manager 81

Investment Manager Management Investment Business 81

The TRADE

JULY 25, 2023

Clearwater Analytics is set to launch a new generative artificial intelligence solution aimed at improving the way institutional clients analyse investment data and respond to changing market dynamics. The solution applies to all asset classes and its use cases will vary depending on varying client types, Clearwater confirmed.

Investment Manager 98

Investment Manager Management Investment Asset Management 98

PE Hub

OCTOBER 16, 2023

The post Arcline Investment Management agrees to buy Hartzell Aviation appeared first on PE Hub. Hartzell Aviation manufactures proprietary aircraft subsystems and aftermarket components.

Investment Manager 80

Investment Manager Management Investment Manufacturing 80

The TRADE

DECEMBER 10, 2024

Our partnership with Aladdin represents a pivotal evolution for Saphyre, building on our already extensive network of top-tier investment managers and financial institutions, said Ray Shivers, COO of Saphyre. The post BlackRock to streamline Aladdin operations through Saphyre tie-up appeared first on The TRADE.

Financial Institution 105

Financial Institution Financial Services Investment Manager Collaboration 105

PE Hub

FEBRUARY 7, 2024

The post Manulife Investment Management names Andrews as private markets global head appeared first on PE Hub. Her appointment begins March 4, 2024.

Investment Manager 75

Investment Manager Management Investment 75

JD Supra: Mergers

FEBRUARY 21, 2025

When presented with an opportunity to join an investment management platform, a prospective manager should carefully take into account the following considerations: By: Seward & Kissel LLP

Investment Manager 180

Investment Manager Accountant Management Investment 180

The TRADE

AUGUST 1, 2024

Fidelity Investments has appointed Sarah Lambert senior trader, based in Boston. Lambert joins Fidelity from MFS Investment Management where she spent the last five years, most recently serving as investment officer, fixed income trader. Before joining MFS, she spent seven and a half years at BNY Mellon (now BNY).

Investment Manager 64

Investment Manager Investment Management Portfolio Management 64

PE Hub

JUNE 9, 2023

In this role, Lizak will focus on managing the credit strategy of the firm and expanding the firm's equity and debt investor base across the Civitas lodging platform. The post Civitas Capital Group recruits Lizak as investments managing director appeared first on PE Hub.

Recruitment 71

Recruitment Investment Manager Management Capital 71

Global Newswire by Notified: M&A

APRIL 13, 2025

ACQUISITION BY BNP PARIBAS CARDIFOF AXA INVESTMENT MANAGERS UPDATE PRESS RELEASE Paris, 14 April 2025 After entering into exclusive negotiations on 1.

Investment Manager 59

Investment Manager Management Acquisitions Investment 59

CNBC: Investing

MARCH 30, 2024

Slimmon advised investors to lean more cyclical, pointing out that the best-performing sectors in March were energy, materials and industrials.

Investment Manager 132

Investment Manager Management Investment Investors 132

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

Global Banking & Finance

OCTOBER 29, 2024

Swapnil Kognole, CFA is a seasoned leader in wealth management technology, currently serving as Director at UBS technology department. With two decades of experience spanning technology, project management, and digital transformation, he has spearheaded critical initiatives in the financial services sector.

CFA 52

CFA Investment Manager Management Financial Services 52

The TRADE

MARCH 4, 2024

Legal & General Investment Management (LGIM) has promoted one of its own to the role of head of US equity and foreign exchange trading, The TRADE can reveal. The post Legal & General Investment Management names new head of US equity and FX trading appeared first on The TRADE.

Investment Manager 59

Investment Manager Equities Trading Management 59

CNBC: Investing

JUNE 19, 2023

Veteran portfolio manager Jim Casselberry is trying to do something about that. Economic freedom has been more elusive for Black people.

Investment Manager 98

Investment Manager Management Portfolio Management Portfolio 98

The TRADE

OCTOBER 22, 2024

Northern Trust is on an unprecedented run of securing outsourced trading mandates over the past 12 months, signing deals with True Potential, Waverton Investment Management, 2Xideas and Nedgroup. The post Artemis Investment Management outsources equities and derivatives trading to Northern Trust appeared first on The TRADE.

Investment Manager 64

Investment Manager Equities Trading Management 64

Global Newswire by Notified: M&A

SEPTEMBER 9, 2024

SMC Entertainment Enters Letter of Intent to Acquire Boutique Investment Manager, Bateau Asset Management.

Boutique 65

Boutique Asset Management Entertainment Investment Manager 65

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. Together, the solutions manage integrated workflows for more than 200 clients – which includes over 100 of the world’s top asset managers (by AUM).

Investment Manager 59

Investment Manager Management Investment Asset Management 59

Global Newswire by Notified: M&A

JANUARY 8, 2025

SMC Entertainment Closes Acquisition of Boutique Investment Manager, Bateau Asset Management.

Boutique 56

Boutique Asset Management Entertainment Investment Manager 56

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

JANUARY 2, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, has left the asset manager to join Qube Research & Technologies (QRT), The TRADE can reveal. He originally joined the asset manager as an investment operations analyst in 2020. “I It is a great feeling to be recognised by my peers across the industry.”

Investment Manager 52

Investment Manager Management Investment Asset Management 52

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

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

Global Newswire by Notified: M&A

AUGUST 1, 2024

BNP PARIBAS ENTERS INTO EXCLUSIVE NEGOTIATIONS WITH AXA FOR THE ACQUISITION OF AXA INVESTMENT MANAGERS AND A LONG-TERM PARTNERSHIP IN ASSET MANAGEMENT

Asset Management 52

Asset Management Investment Manager Negotiation Management 52

Global Newswire by Notified: M&A

AUGUST 1, 2024

BNP PARIBAS ENTRE EN NEGOCIATIONS EXCLUSIVES AVEC AXA EN VUE DE L’ACQUISITION D’AXA INVESTMENT MANAGERS ET D’UN PARTENARIAT DE LONG TERME DANS LA GESTION D’ACTIFS

Investment Manager 52

Investment Manager Management Investment 52

CNBC: Investing

MAY 29, 2024

Investors searching for income can find some bargains in dividend stocks, according to Ben Kirby, co-head of investments at Thornburg Investment Management.

Stock 106

Stock Investment Manager Trading Investors 106

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

JULY 24, 2024

Investment manager Franklin Templeton has become the latest buy-sider to integrate BlackRock’s flagship order management platform, Aladdin. Aladdin supports the entire investment management process across asset classes. The transition will begin in Q2 2025 and will be made up of phases over several years.

Investment Manager 103

Investment Manager Asset Management Management Trading 103

PCE

FEBRUARY 19, 2025

Carried interest (or carry) is a way of rewarding professional investment managers with a share of an investments anticipated profits.

Valuation 52

Valuation Private Equity DCF Investment Manager 52

The TRADE

JANUARY 10, 2025

MetLife Investment Management (MIM) has reached a definitive agreement to acquire three investment teams and assets managed by Mesirow, an independent financial services firm. Nearly $6 billion of assets managed by the acquired team will transfer to MIM, under the terms of the transaction.

Management 69

Management Investment Asset Management Investment Manager 69

Global Newswire by Notified: M&A

NOVEMBER 21, 2024

Värde acquires Unity Investment Management to manage $800+ million healthcare real estate portfolio; Expects to scale portfolio to over $2 billion.

Investment Manager 40

Investment Manager Portfolio Healthcare Management 40

Global Newswire by Notified: M&A

JULY 23, 2024

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

Investment Manager 45

Investment Manager Management Investment Securities 45

Global Newswire by Notified: M&A

APRIL 9, 2025

PUBLIC OPENING POSITION DISCLOSURE / DEALING BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

Investment Manager 40

Investment Manager Management Investment Securities 40

Global Newswire by Notified: M&A

APRIL 8, 2025

PUBLIC OPENING POSITION DISCLOSURE / DEALING BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

Investment Manager 40

Investment Manager Management Investment Securities 40

Global Newswire by Notified: M&A

APRIL 4, 2025

PUBLIC OPENING POSITION DISCLOSURE / DEALING BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

Investment Manager 40

Investment Manager Management Investment Securities 40

Global Newswire by Notified: M&A

APRIL 2, 2025

PUBLIC OPENING POSITION DISCLOSURE / DEALING BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3

Investment Manager 40

Investment Manager Management Investment Securities 40

Global Newswire by Notified: M&A

APRIL 24, 2025

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3

Investment Manager 40

Investment Manager Management Investment Securities 40