The TRADE

JUNE 23, 2025

BlackRock equity trading vice president Zachary Goodwin has left the firm to join investment management firm CPP Investments, The TRADE can reveal. According to an update on his social media, Goodwin joins CPP Investments based in Toronto, Canada after seven years with BlackRock.

Trading 52

Trading Equities Investment Asset Management 52

The TRADE

JUNE 12, 2025

Marcus Sheridan has joined investment manager Payden & Rygel as a fixed income trader. Sheridan confirmed his new appointment in a social media announcement. The move sees Sheridan leaving Pimco where he has served for the last five years, most recently as vice president from January 2024 to June 2025.

Portfolio Management 52

Portfolio Management Investment Manager Media Portfolio 52

CNBC: Investing

JULY 21, 2025

TD Cowen upgraded the investment management stock to buy from hold and raised its price target to $25 per share from $17.50.

Investment Manager 62

Investment Manager Investment Funds Management 62

CNBC: Investing

JULY 4, 2025

" The stock market has made a sharp turnaround from its early April lows, when fears over tariffs and their effect on inflation and the econony were at their highest.

Portfolio 87

Portfolio Investors S&P Stock 87

CNBC: Investing

JULY 14, 2025

When asset values are booming and investors want in, their asset gathering activity picks up and, with it, the investment management fees. BlackRock is one of the most pro-cyclical stocks in the market. BlackRock's "all in" initiatives around crypto and private equity products are a big part of the story.

Stock 129

Stock Trading S&P Investment 129

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

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

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. Previously in his career, he spent a year as an operation analyst at Liquidnet. “I

Investment Manager 52

Investment Manager Management Investment Asset Management 52

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 Management Investment Portfolio Management 52

The TRADE

JANUARY 19, 2024

Prior to his stint at JP Morgan Chase, Russo spent nearly four years at online investment management firm Nutmeg, most recently as senior trader. Russo announced his appointment in a social media post. Russo has been promoted to the role having served as a senior associate at the firm since October 2021.

Investment Manager 78

Investment Manager Trading Media Banking 78

The TRADE

OCTOBER 21, 2024

Michael Lam has joined TT International as a senior trader, following three and a half years at Jupiter Asset Management as a fixed income trader at the firm. London-based Lam announced his new role on social media.

Asset Management 59

Asset Management Management Investment Manager Media 59

The TRADE

OCTOBER 24, 2024

“We are pleased to announce a new appointment in our KCx team, Faruk Akar […] to help develop the Kepler Cheuvreux strategy of growing its execution footprint and expertise,” said Kepler in an announcement on social media. The firm also confirmed that PT is one of the 5 key strategic ambitions at KCx going forward.

Portfolio Management 59

Portfolio Management Investment Manager Equities Sale 59

The TRADE

JANUARY 2, 2024

Throughout his career Jenkins has also worked at SWIFT, Macgregor, and AXA Investment Managers. Read more: LSEG targets end-to-end investment ecosystem through TORA acquisition Speaking in an announcement on social media, Jenkins said: “After 17 years, my TORA journey is over.

Sale 69

Sale Professional Services Investment Manager Media 69

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.

Trading 59

Trading Portfolio Management Asset Management Investment Manager 59

The TRADE

AUGUST 16, 2024

Announced on social media, the move was described as marking “a significant milestone in Millennium Advisors’ growth, reinforcing [its] commitment to the APAC region”. Fixed income proprietary trading firm Millenium Advisors has opened a new office in Singapore as it continues its expansion across Asia.

Proprietary Trading 52

Proprietary Trading Electronics Investment Manager Trading 52

The TRADE

JANUARY 8, 2024

RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). He originally joined the asset manager as an investment operations analyst in 2020. Prior to his 17-year stint at TORA, Jenkins was managing director at Caspian, now LSEG Data and Analytics.

Asset Management 64

Asset Management Equities Sale Investment Manager 64

The TRADE

JULY 22, 2024

Head of London equity trading at Morgan Stanley Investment Management, Mark Perry, has retired The TRADE revealed. Based in London, Miller was appointed to head up the division in EMEA after eight and a half years with the bank, specialising in equity sales trading, according to an update on his social media.

Trading 64

Trading Equities Sale Investment Manager 64

The TRADE

MARCH 4, 2024

Legal & General Investment Management (LGIM) promoted one of its own to the role of head of US equity and foreign exchange trading. The global head of capital markets at German asset manager DWS, Keshava Shastry, has left the business, according to two people with knowledge of the matter.

Asset Management 72

Asset Management Sale Trading Equities 72

Growth Business

NOVEMBER 23, 2023

It invests in early-stage companies in software, SaaS, healthcare, fintech, security and media. Arie Capital London-based ARIE Capital is a global VC with a primary focus on connectivity, life sciences, fintech, sports and media tech, helping start-ups enter the Chinese market. Notable investments include Canva and YuLife.

Investment 111

Investment Funds Capital Investors 111

OfficeHours

MAY 24, 2023

Gain Relevant Work Experience If you are currently looking for internships or full-time roles, you can gain relevant work experience outside of investment banking. Investment banks highly value prior experience in finance-related roles like consulting, investment management, or sales and trading.

Investment 147

Investment Investment Banking Finance Finance 147

The TRADE

JULY 4, 2023

The offering from Bloomberg allows firms to capture all relevant messages from Bloomberg Messages (MSG) and Instant Bloomberg (IB) as well as corporate email, social media and chat platforms.

Electronics 64

Electronics Capital Management Trading 64

The TRADE

AUGUST 5, 2024

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. Fidelity Investments appointed Sarah Lambert senior trader, based in Boston. Following this, Lambert was promoted to portfolio manager, fixed income for just over five years.

Capital Market 64

Capital Market Capital Investment Portfolio Management 64

The TRADE

JUNE 5, 2023

Squires joined Saxo Bank’s trading platform provider subsidiary Saxo Markets as its new head of UK sales after spending the last 10 months at Imandra, according to an update on his social media. TS Imagine expanded its team in the Asia Pacific region with two new appointments from investment management fintech Enfusion.

Trading 52

Trading Accountant Capital Sale 52

The TRADE

AUGUST 14, 2023

Zaman brings more than 20 years’ experience to the role, having worked in a range of senior positions at various global organisations, including AXA Investment Managers, EY, and PwC. Most recently, he served as head of strategic initiatives and innovation at Investec Wealth & Investments.

Equities 52

Equities Risk Management Trading Business 52

The TRADE

DECEMBER 21, 2023

Scrutiny and the future One provider noted in our survey that “the growing call for disclosure of the use of outsourced service providers by investment managers could prove a temporary headwind, though from what we’ve observed thus far, we don’t see this as an intermediate to longer term obstacle”.

Trading 64

Trading Management Asset Management Funds 64

The TRADE

FEBRUARY 12, 2025

Longfellow Investment Management has appointed Allison Goldie as fixed income trader. Goldie joins the investment manager from Morgan Stanley where she spent the last three years. Elsewhere in her career, Goldie held various portfolio management-related roles at Eaton Vance.

Investment Manager 64

Investment Manager Management Investment Portfolio Management 64

The TRADE

NOVEMBER 6, 2024

Eric Heleine has been named head of electronic trading and data at AXA Investment Managers in France, as of 1 December. The move comes following Heleine’s departure from Groupama Asset Management in October after 15 and a half years. ” The post Heleine joins AXA Investment Management appeared first on The TRADE.

Investment Manager 59

Investment Manager Management Investment Electronics 59

The TRADE

APRIL 1, 2025

Read more: Fireside Friday with LSEGs Emily Prince Speaking in an announcement on social media, Hartfree said: 360T is driving FX innovation with best-in-class solutions, new data feeds, and more. The post LSEG sell-side relationship manager joins 360T appeared first on The TRADE.

Management 59

Management Investment Manager Media Sale 59

The TRADE

JANUARY 28, 2025

Etrading Software is preparing to participate in the derivatives tape tender, according to a social media announcement from Sassan Danesh, chief executive of Etrading Software. The fairCT consortium is co-ordinated by Ediphy and consists of Google Cloud, UBS, TP ICAP, Cboe Global Markets, FactSet, and Norges Bank Investment Management.

Trading 59

Trading Investment Manager Media IT 59

The TRADE

MARCH 31, 2025

During his tenure, McLoughlin co-led a redesign of the firms operating model, integrating a cloud-native data architecture while automating a significant portion of multi-asset execution, and implementing an upgraded trading and investment platform. He currently serves on the board of directors at Plato Partnership.

Debt Capital Markets 59

Debt Capital Markets Trading Architecture Asset Management 59