Prime brokerage

BTIG Expands Prime Brokerage Team in Dallas

Retrieved on: 
Tuesday, January 22, 2019
Professional services, Banking, Finance, Prime brokerage, Paul A. Partain

Mr. Stich will be based in the firms Dallas, Texas office and report into Matthew Partain, Managing Director and Head of Prime Brokerage Sales.

Key Points: 
  • Mr. Stich will be based in the firms Dallas, Texas office and report into Matthew Partain, Managing Director and Head of Prime Brokerage Sales.
  • In his new role, Mr. Stich will lead BTIGs Prime Brokerage sales efforts across Texas and the Midwestern region of the U.S. We are excited about Steve joining our team, and look forward to his contributions, commented Justin Press, Managing Director and Co-Head of BTIG Prime Brokerage.
  • Prior to BTIG, Mr. Stich was the Founder and Chief Executive Officer of a financial technology firm in Dallas.
  • BTIG Prime Brokerage offers solutions for hedge funds, family offices and separately managed accounts, specializing in emerging managers.Clients directly benefit from the extensive operations, systems and trading experience of their seasoned team of professionals.

Interactive Brokers and Marstone to Provide a Fully-Integrated Digital Wealth Solution for Banks and Institutions

Retrieved on: 
Wednesday, January 9, 2019
Technology, Software, Professional services, Banking, Finance, Finance, Economy, Money, Greenwich, Connecticut, Interactive Brokers, IEX, Brokerage firms, Wealth management, Prime brokerage

Marstone, Inc. , a leading, independent digital wealth management platform, and Interactive Brokers Group, Inc. (IEX: IBKR) an automated global electronic broker, today announced the integration of their two platforms to provide a new fully-integrated, turnkey wealth management solution.

Key Points: 
  • Marstone, Inc. , a leading, independent digital wealth management platform, and Interactive Brokers Group, Inc. (IEX: IBKR) an automated global electronic broker, today announced the integration of their two platforms to provide a new fully-integrated, turnkey wealth management solution.
  • Banks and institutions looking to offer wealth management services can now leverage the strengths of both firms Marstones fully customizable digital wealth platform and Interactive Brokers best-in-class clearing, custody, and execution services to deliver a superior client experience.
  • Marstones platform allows financial institutions to strengthen and expand their business through digital wealth management and advisory solutions.
  • For more than 40 years, Interactive Brokers has created technology to provide liquidity on better terms.

Broadridge Asset Management Solutions Enhances Next-Generation Visual Analytics with Tableau Partnership

Retrieved on: 
Thursday, November 15, 2018
Economy, Finance, Money, Business intelligence, Brokerage firms, Analytics, Big data, Broadridge Financial Solutions, Hedge fund, Prime brokerage

Clients will have seamless integration between the Broadridge Investment Management Data Warehouse and Tableau to provide self-service access to individualized analytics, customizable digital reports and interactive dashboards.

Key Points: 
  • Clients will have seamless integration between the Broadridge Investment Management Data Warehouse and Tableau to provide self-service access to individualized analytics, customizable digital reports and interactive dashboards.
  • By integrating Broadridge's industry-leading solutions with Tableau, Broadridge clients can easily explore trading and portfolio data, while intuitive, visual analytics enables them to seamlessly showcase their findings and empower more people with data-driven results.
  • "Tableau's visual analytics platform, combined with our best-in-suite software, will provide insights and analytics into trading, portfolio and operations data at the speed of thought."
  • Tableau's visual analytics capabilities are available immediately for existing and prospective Broadridge investment management clients, including hedge funds, hedge fund administrators, asset managers, banks and prime brokers.

Crypto Hedge Fund Capital Markets Firm Quantreq Adds to Team With Traditional Finance Hires

Retrieved on: 
Thursday, October 18, 2018
Finance, Money, Investment, Investment banks, Primary dealers, Institutional investors, Brokerage firms, BNP Paribas, CAC 40, Prime brokerage, Hedge fund

Quantreq has added traditional finance staff to its investor services and capital markets desks coming from firms that include BNP Paribas and Westpac.

Key Points: 
  • Quantreq has added traditional finance staff to its investor services and capital markets desks coming from firms that include BNP Paribas and Westpac.
  • In addition Quantreq has installed David Goldstein as Chief Operating Officer who comes to the firm with over 20 years' hedge fund experience in prime brokerage and fund administration from HSBC, Conifer Financial Services and most recently Maples Fund Services.
  • Another addition is the company's new Head of Capital Markets, Josh Gibson, coming from Venture Capital firm Bluenode Capital and Citibank's Institutional Foreign Exchange desk in New York.
  • Quantreq is a cryptocurrency capital markets firm and the first crypto fund-only administrator.

HFM US Hedge Fund Services Awards Triad Securities as "Highly Commended" for Best Boutique Prime Broker of 2018

Retrieved on: 
Wednesday, October 10, 2018
Hedge fund, Prime brokerage

was awarded "Highly Commended" in the "Best Boutique Prime Broker" category at the HFM US Hedge Fund Services Awards 2018.

Key Points: 
  • was awarded "Highly Commended" in the "Best Boutique Prime Broker" category at the HFM US Hedge Fund Services Awards 2018.
  • In 2017, Triad was named to the "Shortlist" of "Best Boutique Prime Broker."
  • Triad provides comprehensive prime broker services to accounts across all assetsizes and specializes in emerging and medium-sized hedge funds, family offices, RIAs and professional traders.
  • The HFM US Hedge Fund Services Awards honors providers of services and solutions to the hedge fund sector that have demonstrated exceptional growth, customer services and performance over the past 12 months.

Triad Securities Corp. Named to HFM Shortlist for Best Boutique Prime Broker 2nd Year in a Row

Retrieved on: 
Tuesday, September 11, 2018
Finance, Economy, Money, Brokerage firms, Triad Securities, Financial markets, Financial services, Prime brokerage, Triad, Short

NEW YORK, Sept. 11, 2018 /PRNewswire/ --Triad Securities Corp. is excited to be named to the "HFM Shortlist" for "Best Boutique Prime Broker" for the second consecutive year.

Key Points: 
  • NEW YORK, Sept. 11, 2018 /PRNewswire/ --Triad Securities Corp. is excited to be named to the "HFM Shortlist" for "Best Boutique Prime Broker" for the second consecutive year.
  • Founded in 1976 and located in downtown New York City, Triad Securities Corp. is a full-service, agency only brokerage firm committed to superior client service.
  • Triad provides comprehensive prime broker services to accounts across all assetsizes and specializes in emerging and medium-sized hedge funds, family offices, RIAs and professional traders.
  • In addition, Triad provides its clients with access to its global execution trading desk with high-touch and electronic trading solutions.

BNY Mellon Names Frank J. Anduiza as Head of Americas Business Development for Hedge Fund Services

Retrieved on: 
Monday, September 10, 2018
Economy of New York City, Finance, Money, The Bank of New York Mellon, Hedge fund, Mellon, Prime brokerage, Citigroup, CIBC Mellon, Dreyfus Corporation

NEW YORK, Sept. 10, 2018 /PRNewswire/ -- BNY Mellon, a global leader in investment management and investment services, today announced that Frank J. Anduiza has joined as Head of Americas Business Development, Hedge Fund Services.

Key Points: 
  • NEW YORK, Sept. 10, 2018 /PRNewswire/ -- BNY Mellon, a global leader in investment management and investment services, today announced that Frank J. Anduiza has joined as Head of Americas Business Development, Hedge Fund Services.
  • "Frank brings a wealth of experience to this role and we are very excited to have him on the team," said Peter Salvage, Global Head of Hedge Fund Services at BNY Mellon.
  • In Anduiza's new role, he will lead and execute the sales efforts in BNY Mellon's hedge fund services business in the U.S., Canada and Latin America.
  • Anduiza joins BNY Mellon from Citigroup Prime Brokerage, where he was a business development executive based in New York.

Phil Weisberg, FX Industry Luminary, Joins oneZero as Strategic Advisor

Retrieved on: 
Tuesday, June 19, 2018
Economy, Finance, Money, Financial markets, Prime brokerage, Dark pool, Financial system

CAMBRIDGE, Mass., June 19, 2018 /PRNewswire/ --oneZero Financial Systems today announced the appointment of Phil Weisberg as Strategic Advisor.

Key Points: 
  • CAMBRIDGE, Mass., June 19, 2018 /PRNewswire/ --oneZero Financial Systems today announced the appointment of Phil Weisberg as Strategic Advisor.
  • oneZero is a leading global provider of foreign exchange and multi-asset class trading technology for the brokerage market.
  • oneZero solutions enable brokers, prime brokerages, and banks to centrally manage risk exposure, while allowing them to build customized liquidity pools for FX, CFD, and exchange-traded products.
  • "We are thrilled to have Phil on our Advisory Board, given his focus on innovative financial markets and technologies and strong industry knowledge," stated Andrew Ralich, CEO of oneZero Financial Systems.