Transition trading Archive

January 19, 2012

Minderides to lead State Street’s UK transitions team

Former J.P. Morgan transition management chief John Minderides has been hired to head State Street’s transition efforts in the United Kingdom. Rick Boomgaardt, head of EMEA transition management, has left the firm. read more>

August 24, 2011

Ex-JPM head takes Asia transition management role at ConvergEx

US trading technology company and agency brokerage ConvergEx Group has appointed Jim Karelas as head of transition management for the Asia-Pacific region. Karelas is based in Sydney, Australia and reports to Kal Bassily, head of global transition management. read more>

January 20, 2011

New business boosts Newedge transition management team

Multi-asset brokerage Newedge has said recent hires to its transition management team are the result of a continued expansion to its prime brokerage business. read more>

November 17, 2010

ConvergEx adds to transition management team

Agency broker and trading technology provider ConvergEx has appointed Adam Esposito to its global transition management team in New York. read more>

September 10, 2010

Citi hires for new transition management division

Citi has established a new origination function for its transition management business in EMEA, which will actively seek mandates across asset classes. read more>

October 19, 2009

ConvergEx appoints TCA expert as transition consultant

Agency broker ConvergEx has retained James Elkins, a founder of transaction cost analysis firm Elkins/McSherry, as a consultant to its plan sponsor business. Elkins will advise ConvergEx on how customised transition management strategies can be used to reduce the costs associated with portfolio restructuring. read more>

July 24, 2009

BNP Paribas teams with ConvergEx for transition management

Agency brokerage and technology provider BNY ConvergEx has agreed to provide clients of BNP Paribas Securities Services, the post-trade administration division of French bank BNP Paribas, with transition management services. read more>

July 08, 2009

ConvergEx reshuffles transition management heads

BNY ConvergEx, a trading technology provider and global agency brokerage, has appointed Sam Lundqvist as its new head of European transition management. read more>

May 19, 2009

Instinet offers transition management in Australia

Instinet Pacific Limited, a subsidiary of agency broker Instinet, has launched a transition management service for the Australian marketplace. read more>

November 05, 2008

BNYC eases transition management for smaller funds

Agency broker and technology provider BNY ConvergEx has launched a clearing solution for small- and medium-sized pension funds that will allow them to take advantage of transition management services. read more>