CNBC: Investing

JUNE 28, 2025

The portfolio manager of the Gabelli Growth Fund has significant exposure to the "Magnificent Seven" companies, with Microsoft, Nvidia and Amazon being its top three holdings. Meta Platforms , for example, is already using AI for targeted advertisements, a change that has helped the tech company boost sales.

Funds

CNBC: Investing

JULY 12, 2025

While Tripadvisor did have a year of declining sales, it is still a market leader with $900 million of revenue and $250 million of EBITDA with the company expecting a return to growth this year. Lastly, there is the potential sale of the entire company. If interest existed then, there is no reason it shouldn't exist now.

Media

CNBC: Investing

AUGUST 2, 2025

Elliott ran an activist campaign at data center operator Switch in 2021, where the investor settled for a board seat for Elliott senior portfolio manager Jason Genrich. The firm ultimately exited Switch via a sale with a 48.33% return versus -14.97% from the Russell 2000 over the same period.

IT

The TRADE

NOVEMBER 4, 2024

Current head of equity trading and operational portfolio management, Robbert Wijgerse, continues in his role and existing reporting lines remain the same. Berendsen joined Robeco in 2006 as a data and application manager. Kepler Cheuvreux appointed Oliver Mudie as head of sales trading, US client zone, KCx, based in London.

Portfolio Management

Global Newswire by Notified: M&A

AUGUST 1, 2025

01, 2025 (GLOBE NEWSWIRE) -- The Home Comfort division almost doubles to more than eight billion euros in sales and over 25,000 associates. billion USD (eight billion euros) in sales. The current acquisition perfectly complements our portfolio. Increasing demand for cooling ensures a surge in demand.

Sale

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

CNBC: Investing

AUGUST 6, 2024

A few Apple analysts speculated that the profit-taking move from the Oracle of Omaha was driven by portfolio management and valuation concerns.

Portfolio Management

The TRADE

JANUARY 5, 2024

Prior to joining Jefferies, he spent just under a decade at Morgan Stanley as an executive director covering US equity sales in London and Scandinavia. He began his career as a junior portfolio manager at RSA covering US equities.

Capital Market

The TRADE

SEPTEMBER 4, 2023

Prior to joining Union, Hock spent three years at Barclays as head of equity execution sales, four years at Tungsten Capital Management as head of portfolio trading and management, and two and a half years at Ferox Capital Management in a similar role.

Investment

The TRADE

OCTOBER 24, 2024

Kepler Cheuvreux has appointed Faruk Akar as PT sales trader, based in London. Read more: Kepler Cheuvreux head of equity sales trading departs Akar has also previously served as an associate, equities strategy, at quantitative investment management firm Winton.

Portfolio Management

The TRADE

AUGUST 18, 2023

Lily Chia has been named the new head of equities and FICC sales, SGROA at Singapore Exchange (SGX), working across Singapore, ASEAN, Middle East, India, and Australia. In this new position, Chia, who has spent almost two decades at SGX in various roles, will lead sales for equity, equity derivatives and FX derivatives.

Sale

The TRADE

JUNE 24, 2024

UBS appointed Carlos Salcedo head of capital markets financing sales Americas, according to an internal memo seen by The TRADE. Effective from 1 September, Salcedo will be based in New York, reporting to Dan Murphy, Americas head of franchise sales. MEAG appointed Lydia Malakis head of institutional sales at MEAG.

Asset Management

The TRADE

AUGUST 30, 2023

In 2015, the European asset manager unified its trading teams under one multi-asset trading desk as part of a strategic review, aimed at executing a greater percentage of orders sent by portfolio managers.

Trading

The TRADE

JUNE 7, 2024

Following the closing of the transaction, CSIP will rebrand as BANTLEON Convertible Experts, while still servings its clients as a convertibles manager. The CSIP leadership and portfolio management teams fully support the transaction and will remain unchanged,” the firm said in a statement.

Investment

The TRADE

AUGUST 5, 2024

RBC Capital Markets appointed Mitul Patel director, central bank sales, based in London. As part of the role, Patel will hold responsibility for distributing global rates product, alongside collaborating closely with global trading teams, internal partners in DCM, syndicate, and sales to execute strategy and drive growth.

Capital Market

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. Kepler Cheuvreux Execution Services (KCx) appointed Seb Klatt as program trading (PT) sales trader.

Sale

The TRADE

JANUARY 8, 2024

Previously, he served as global head of institutional sales at TP ICAP, and before that worked as head of sales EMEA and Asia Pacific at BGC Partners for two years. He originally joined the asset manager as an investment operations analyst in 2020. He began his career as a junior portfolio manager at RSA covering US equities.

Asset Management

The TRADE

FEBRUARY 12, 2024

He joined after most recently spending two and a half years at BlackRock’s flagship Aladdin platform, serving as a managing director and leading its business development efforts across EMEA. He also previously spent 16 years at Instinet as a vice president in sales trading.

Capital

The TRADE

JULY 8, 2024

Prior to the move, Lane worked as vice president – institutional commodity sales EMEA, ETFs, quantitative investment strategies QIS). ABN AMRO Clearing Bank appointed Samantha Page as regulatory manager following almost two years at Euronext. She has also previously worked at Macquarie Group, ETF securities and AECOM.

Bank

The TRADE

AUGUST 21, 2023

Trading Technologies International (TT) appointed Gavin Miller as its new director of EMEA sales – TT Fixed Income. Prior to joining Bloomberg, Miller worked as a credit trader at Salomon Smith Barney – now Morgan Stanley Wealth Management. Redburn Atlantic appointed Lisa Christou as head of sales trading, US equities to international.

Trading

The TRADE

SEPTEMBER 7, 2023

Elsewhere in his career, MacGregor was EMEA head of sales and relationship management and chief executive, FX MTF business at Refinitiv. MacGregor joins from the London Stock Exchange Group (LSEG), where he most recently served as chief executive of FX transactions.

Capital

The TRADE

AUGUST 5, 2024

Miller replaces Byron Griffin in the role following his departure in May for ODDO BHF as head of execution sales and microstructure. He has previously served as an equity algo trade specialist at Berenberg, multi-asset trader and quantitative analyst at Edmond de Rothschild, and assistant portfolio manager at ARIA capital management.

Portfolio Management

The TRADE

MAY 30, 2023

TS Imagine has expanded its team in the Asia Pacific with two new appointments from investment management fintech Enfusion. Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support.

Accountant

The TRADE

JUNE 29, 2023

Guy Cornelius, head of institutional sales at Mizuho EMEA highlighted that the move will work to make the market more efficient for all participants “by sharing data and enhancing liquidity in global markets.” Mizuho EMEA has joined the bond dealer community on fixed income data platform, Neptune Networks.

Portfolio Management

The TRADE

JULY 19, 2023

This has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from specialist liquidity providers such as Lloyds Bank.” The post Neptune adds Lloyds Bank Corporate & Institutional Banking to growing bond dealer community appeared first on The TRADE.

Bank

The TRADE

JULY 31, 2023

Goldman Sachs veteran, Christopher Daur, left the investment bank to head up buy-side sales and relationships at AccessFintech. As part of the role, Daur will be responsible for strategy, product, and sales. He spent 19 years at Fidelity Investments as a European portfolio manager until 2006.

Asset Management

The TRADE

NOVEMBER 27, 2023

She has been with State Street since 2000, beginning as a relationship manager. As head of State Street Global Advisors Europe – her current role – she is responsible for the firm’s EU-based portfolio management, distribution, product development, fund management and operations.

Electronics

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

The TRADE

JULY 27, 2023

“Asset managers need to navigate a fast-evolving market and regulatory environment, and adoption of Bloomberg’s AIM and Vault solutions will help NJ Asset Management to optimise their operations and improve their efficiency, agility and compliance,” said Rajiv Mirwani, head of enterprise sales, South Asia at Bloomberg. “We

Asset Management

Peak Frameworks

AUGUST 24, 2023

Benefits: Extended reach, reduced operational burden, and potential for higher sales volume. Benefits: Increased market penetration and potential for higher sales. Limitations: Potential channel conflict and increased management complexity. Effect on Cost of Sales Companies can control costs by optimizing their distribution.

Private Equity

Mergers and Inquisitions

JULY 23, 2025

Titles and groups are quite standard in IB but vary more in commercial banking (CB), and entry-level roles include everything from underwriters to credit officers to treasury officers/analysts and relationship managers; most people start as underwriters. titles such as “Manager” or “Assistant Vice President” may be more common).

Investment Banking

The TRADE

APRIL 25, 2024

Portfolio managers use them without fear, it’s a tool in the box which is not for everybody, but it’s getting there. The point being, that in capital markets an important tool is a well-rounded view of the entire process, the trade, the facilitators and everything in between. Trading has to adjust,” added Boess.

IT

The TRADE

OCTOBER 23, 2023

The trader of today has to be able to distil a vast amount of disparate information and filter it in a bespoke fashion to the needs of individual portfolio management teams. Key among them being the provision of market colour and adding to the idea generation process.

Trading

Mergers and Inquisitions

DECEMBER 6, 2023

The multi-manager hedge fund model is simple: Raise $10-20 billion, borrow at the fund level to take this to $50-$100 billion, and then allocate this capital to dozens of internal teams. By contrast, at a single-manager fund, you’d probably get a more open-ended task, such as one week to find, research, and pitch your own idea.

Funds

CNBC: Investing

JULY 1, 2025

Shake Shack is emphasizing digital sales with approximately 38% of total transactions are done on the app with additional functionality expected. We hold SHAK in two of our portfolios at Inside Edge Capital. In our flagship growth portfolio (Tactical Alpha Growth), we hold a 2.5% If we can sustain a break above the $140.00

IT

The TRADE

NOVEMBER 14, 2023

Looking at the specifics of where data is set to facilitate development, 48% of executives confirmed that they expect emerging data analytics to be of most benefit in ‘trading, investment analysis and portfolio management’ within their businesses over the next five years.

Asset Management

Accenture Capital Markets

JUNE 18, 2024

We would recommend starting by looking across the below categories (non-exhaustive examples) for exploring use cases: Revenue generation: Summarization of sell-side research, personalized investment strategies, portfolio manager assistant, product ideation Stakeholder engagement: Smart account planning, client onboarding automation, know-your-customer (..)

Asset Management