Bourse Direct is in exclusive discussions to acquire a majority stake of 80%* in the capital of the company, Exoé, in order to complete its service offering for a clientele of institutional investors. The current management teams remains in place.
International Development of Exoé in Denmark with Sherpa Edge
Exoé is pleased to announce that it has obtained authorization from the ACPR (French Prudential Supervision and Resolution Authority) on May 20, 2021, for local business development in Denmark, through an exclusive linked agent agreement with Sherpa Edge Trading.
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l’Agefi Hebdo a publié un article présentant différentes solutions de transmission d’ordres pour des sociétés de gestion. Plus que jamais, l’évolution plaide pour une réelle professionnalisation du dealing. Les sanctions récentes sur la pré-affectation ou les abus de marchés, les demandes clients, les directives européennes MiFID II, Priips, … s’imposent à toutes les structures, quelque soit leur taille. Les options possibles pour les sociétés de gestion sont diverses, et les tables de dealing sont une alternative efficace d’améliorer son exécution, de limiter ses coûts internes et se concentrer sur son savoir faire.
Plus d’info : Agefi Hebdo dealing desk
Since the latest international discussions suggesting a hard Brexit, British asset managers are more concerned than ever about the service to be provided to their European-domiciled clients.
The largest of them have already established branches in Luxembourg or Ireland : see FT article here and ExpertInvestor article here.
MIFID 2 – Next Conference by Exoé
MIFID 2 is coming next January, no more time to lose !
Mark the calendar for the upcoming conference on MIFID 2 presented by Olivier Taverne at Exoé’s Office in Paris : Tuesday, December 12
Take this opportunity to get an answer to all the questions you may have regarding MIFID 2 and Research Payment
For further informations, please don’t hesitate to reach your usual contact at Exoé !
(or send us a quick e-mail by cliking here !)
News in the Exoé Team
The Exoé team continues to grow with the arrival of Florent Sintès as Sales Trader, Frédéric Varenne as Compliance Analyst and Sophie Zangs as Head of Marketing.
We all welcome them!
Do not hesitate to check up their profile and our team by clicking here!
Exoé launches Research Interactions
Software dedicated to regulation, available on PC and mobile phone, Research Interactions will allow you to rate the quality of the Research you may receive, in accordance with MIFID2 obligations.
In less than 20 seconds, an asset manager who gets a research interaction (call, meeting, conference, study reading, …) can evaluate the received service. The 5 default questions can be customized if required.
Exoé is getting up to date !
During the holidays, Exoé took the opportunity to upgrade its tools with some brand new high level Trading Desk!
This new configuration of our trading room allows us from now on to welcome at least 10 operators
but also to prepare ourselves for the new constraints of MIFID 2.
We are ready for the autumn!
(But do not hesitate to pay us a visit to see it for yourself)
Have fun with MIFID2
MIFID 2 is coming soon. Be ready and test your organisation! Within 15 minutes you can experience your brokers and funds budgets.