PE Hub

MAY 30, 2023

The post Ragona joins Generation Investment Management as partner appeared first on PE Hub. He is based in Providence, Rhode Island.

Investment Manager 75

Investment Manager Investment Management 75

The TRADE

JULY 24, 2023

Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture, The TRADE can reveal. He departs following a 35-year long career in investment management, spending 19 years at Fidelity Investments as a European portfolio manager until 2006.

Investment Manager 52

Investment Manager Investment Management Portfolio Management 52

The TRADE

JULY 20, 2023

An investment-grade credit trader from RBC BlueBay Asset Management has left the firm to join Norges Bank Investment Management, The TRADE can reveal. Christopher Lemmo left BlueBay, part of RBC Global Asset Management, in April this year after almost 13 years at the fixed income focused asset manager.

Investment Manager 40

Investment Manager Bank Banking Investment 40

Global Newswire by Notified: M&A

OCTOBER 25, 2023

PUBLIC OPENING POSITION DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code.

Investment Manager 40

Investment Manager Investment Management Securities 40

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 Portfolio Management Management Investment 98

Global Newswire by Notified: M&A

NOVEMBER 24, 2023

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

Investment Manager 40

Investment Manager Investment Management Securities 40

Global Newswire by Notified: M&A

NOVEMBER 23, 2023

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

Investment Manager 40

Investment Manager Investment Management Securities 40

Global Newswire by Notified: M&A

NOVEMBER 21, 2023

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

Investment Manager 40

Investment Manager Investment Management Securities 40

Global Newswire by Notified: M&A

OCTOBER 13, 2023

PUBLIC OPENING POSITION DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code.

Investment Manager 40

Investment Manager Investment Management Securities 40

Global Newswire by Notified: M&A

JUNE 9, 2023

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

Investment Manager 52

Investment Manager Investment Management Securities 52

Global Newswire by Notified: M&A

AUGUST 4, 2023

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 Investment Management Securities 40

Global Newswire by Notified: M&A

AUGUST 1, 2023

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 Investment Management Securities 40

Global Newswire by Notified: M&A

JULY 10, 2023

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 Investment Management Securities 40

Global Newswire by Notified: M&A

JULY 7, 2023

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 Investment Management Securities 40

Global Newswire by Notified: M&A

JULY 3, 2023

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 Investment Management Securities 40

Global Newswire by Notified: M&A

JUNE 13, 2023

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

Investment Manager 52

Investment Manager Investment Management Securities 52

Global Newswire by Notified: M&A

JUNE 12, 2023

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

Investment Manager 52

Investment Manager Investment Management Securities 52

Global Newswire by Notified: M&A

JUNE 7, 2023

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

Investment Manager 52

Investment Manager Investment Management Securities 52

Global Newswire by Notified: M&A

JUNE 23, 2023

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 Investment Management Securities 40

Global Newswire by Notified: M&A

JUNE 22, 2023

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 Investment Management Securities 40

Global Newswire by Notified: M&A

JUNE 15, 2023

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 Investment Management Securities 40

Global Newswire by Notified: M&A

JUNE 5, 2023

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 Investment Management Securities 40

The TRADE

NOVEMBER 22, 2023

“Our new investment analytics service enables users to perform advanced investment performance analytics on the fly, with calculations delivered in just a few seconds.” SimCorp’s front-to-back investment management platform offers performance measurement and attribution across all asset classes, including alternatives.

Investment 109

Investment Investment Manager Portfolio Management Portfolio 109

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.

Funds 114

Funds Investment Manager Investment Management 114

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 109

Financial Institution Investment Manager IT Investment 109

The TRADE

SEPTEMBER 29, 2023

Rowe Price Unigestion Fixed Income Trading Desk of the Year AXA Investment Managers Barings Manulife Investment Management PIMCO State Street Global Advisors Buy-side Market Structure Expert of the Year Evan Canwell, Equity Trader & Market Structure Analyst, T.

Trading 109

Trading Asset Management Equities Investment Manager 109

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.

Financial Institution 108

Financial Institution Management Portfolio Trading 108

PE Hub

SEPTEMBER 12, 2023

7IM is a UK-based technology-driven wealth and investment manager. The post Ontario Teachers’ to acquire majority stake in wealth manager 7IM appeared first on PE Hub.

Management 105

Management Investment Manager Investment 105

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 87

Education Investment Manager Investors Funds 87

PE Hub

JULY 6, 2023

Based in London, Man Group is an investment management firm. The post Man Group to take controlling stake in private credit manager Varagon appeared first on PE Hub.

Management 98

Management Investment Manager Investment 98

PE Hub

JULY 10, 2023

The sellers are Vista Equity Partners and Elliott Investment Management. The post STG completes buyout of work management platform Wrike appeared first on PE Hub.

Management 94

Management Equities Investment Manager Investment 94

The TRADE

OCTOBER 18, 2023

Congratulations to all of this year’s Rising Stars of Trading and Execution below.

Trading 117

Trading Asset Management Equities Investment Manager 117

PE Hub

JUNE 13, 2023

With the deal's closing, Viterra owners Glencore, Canada Pension Plan Investment Board and British Columbia Investment Management Corp will become shareholders of Bunge. The post Plant-based oils and fats producer Bunge to merge with agriculture network Viterra appeared first on PE Hub.

Investment Manager 98

Investment Manager Investment Management 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?

Valuation 52

Valuation Risk Management Portfolio Investment 52

The TRADE

SEPTEMBER 22, 2023

These are set to be grouped under a newly created investment management solutions segment. It is one of the leading global investment management software providers, serving the largest asset managers and asset owners worldwide.”

Acquisitions 67

Acquisitions Asset Management Investment Manager Trading 67

The TRADE

NOVEMBER 27, 2023

Earlier this year, trading, portfolio and risk management solutions provider TS Imagine added CLSA’s AI-powered European algo suite to its list of certified brokers.

Sale 57

Sale Asset Management Broker Trading 57

The TRADE

JULY 24, 2023

RBC BlueBay Asset Management’s investment-grade credit trader, Christopher Lemmo, has left the firm to join Norges Bank Investment Management after almost 13 years at the fixed income focused asset manager. He has been appointed senior trader at Norges Bank Investment Management, based in New York.

Asset Management 52

Asset Management Equities Investment Manager Capital Market 52