• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEW
    Legal
    Terms of usePrivacy policyCookie policy

    DirectBooks Continues Platform Expansion to Include Euro and Sterling Investment Grade Deals

    4/19/21 5:00:00 AM ET
    $WFC
    $C
    $BAC
    $BCS
    Major Banks
    Finance
    Major Banks
    Finance
    Get the next $WFC alert in real time by email

    LONDON and NEW YORK, April 19, 2021 /PRNewswire/ -- DirectBooks™, the capital markets consortium founded to optimize global financing markets, today announced the launch of Euro and Sterling Investment Grade deal announcements on the DirectBooks platform. The DirectBooks platform launched in Q4 2020 with deal announcement functionality for U.S. Dollar Investment Grade issuances globally, with a common set of structured deal data and document access for institutional investors.

    (PRNewsfoto/DirectBooks)

    As part of its European expansion, DirectBooks also announced the appointment of Duncan Phillips as Managing Director and Head of Europe. Duncan will be based in London and will lead the UK office, as well as the development of a cross-functional European team.

    Duncan previously worked at Citi for 15 years, with Debt Syndicate roles in London, Tokyo, and Hong Kong. He later held executive roles as Global Head of Capital Markets at Ipreo and Chief Commercial Officer at Nivaura, a London-based start-up focused on capital markets workflow automation.

    "The addition of Euro and Sterling deal announcements to the platform is another critical step in the evolution of the DirectBooks offering," said DirectBooks CEO, Rich Kerschner. "We are also excited to continue the growth of our company with the addition of Duncan to lead our UK office and European expansion."

    "I am delighted to be joining DirectBooks at this important point in the platform's development," said Duncan Phillips. "I look forward to building the team and working with our buy-side and sell-side community to evolve the primary issuance workflow."

    DirectBooks is simplifying the primary issuance process for fixed income by streamlining communications workflows for underwriters and institutional investors. The platform will continue to expand with the capability to optimize the communications of order and allocation information, as well as hedging instructions. High Yield and Emerging Markets issuances will be added to the platform later this year.

    ABOUT DIRECTBOOKS

    DirectBooks leverages its technology expertise and market knowledge to optimize global financing markets. We are simplifying the primary issuance process for fixed income by streamlining communications workflows for underwriters and institutional investors. DirectBooks was formed by 9 global banks, consisting of Bank of America (NYSE:BAC), Barclays (NYSE:BCS), BNP Paribas (FR:BNP), Citi (NYSE:C), Deutsche Bank (NYSE:DB), Goldman Sachs (NYSE:GS), J.P. Morgan (NYSE:JPM), Morgan Stanley (NYSE:MS), Wells Fargo (NYSE:WFC). A complete list of participating banks can be found on our website. For additional information, please visit www.DirectBooks.com.

    MEDIA CONTACT:

    Chris Rodriguez

    [email protected] 

    (848) 888-7704

    Cision View original content to download multimedia:http://www.prnewswire.com/news-releases/directbooks-continues-platform-expansion-to-include-euro-and-sterling-investment-grade-deals-301270644.html

    SOURCE DirectBooks

    Get the next $WFC alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $WFC
    $C
    $BAC
    $BCS

    CompanyDatePrice TargetRatingAnalyst
    Deutsche Bank AG
    $DB
    8/27/2025Buy → Neutral
    Goldman
    Deutsche Bank AG
    $DB
    7/25/2025Neutral → Sell
    Citigroup
    Barclays PLC
    $BCS
    7/18/2025Buy → Neutral
    Citigroup
    Goldman Sachs Group Inc.
    $GS
    7/14/2025Mkt Outperform → Mkt Perform
    Citizens JMP
    Morgan Stanley
    $MS
    7/9/2025$160.00Mkt Perform → Outperform
    Keefe Bruyette
    JP Morgan Chase & Co.
    $JPM
    7/9/2025$327.00Mkt Perform → Outperform
    Keefe Bruyette
    JP Morgan Chase & Co.
    $JPM
    7/8/2025$259.00Hold → Reduce
    HSBC Securities
    Goldman Sachs Group Inc.
    $GS
    7/8/2025$627.00Hold → Reduce
    HSBC Securities
    More analyst ratings

    $WFC
    $C
    $BAC
    $BCS
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Deutsche Bank downgraded by Goldman

    Goldman downgraded Deutsche Bank from Buy to Neutral

    8/27/25 8:18:54 AM ET
    $DB
    Major Banks
    Finance

    Deutsche Bank downgraded by Citigroup

    Citigroup downgraded Deutsche Bank from Neutral to Sell

    7/25/25 8:58:11 AM ET
    $DB
    Major Banks
    Finance

    Barclays PLC downgraded by Citigroup

    Citigroup downgraded Barclays PLC from Buy to Neutral

    7/18/25 8:06:51 AM ET
    $BCS
    Commercial Banks
    Finance

    $WFC
    $C
    $BAC
    $BCS
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Morgan Stanley Investment Management Raises JPY131 Billion for North Haven Real Estate Japan Strategy Fund I

    Morgan Stanley Real Estate Investing (MSREI), the private real estate investment arm of Morgan Stanley Investment Management (MSIM), today announced it has held the final close and raised JPY131 billion (approximately US$900 million) for its inaugural North Haven Real Estate Japan Strategy Fund I (JSF or the Fund), exceeding the original fundraising target of JPY 75 billion (approximately US$500 million). The majority of the JSF investor base is comprised of Japanese pension funds and financial institutions, paired with foreign sovereign wealth funds. JSF, a Japanese Yen-denominated closed-end fund, will seek to invest in assets that benefit from Japan's structural tailwinds, including do

    9/8/25 5:00:00 AM ET
    $MS
    Investment Bankers/Brokers/Service
    Finance

    Adjournment of Annual Meeting of Shareholders of Eaton Vance Municipal Bond Fund

    Eaton Vance Municipal Bond Fund (NYSE:EIM) (the "Fund") held an annual meeting of shareholders earlier today (the "Annual Meeting"). At the Annual Meeting, Fund shareholders were asked to elect three Class II Trustees. The Annual Meeting was adjourned to September 16, 2025 at 11:30 a.m. Eastern Time to allow more time for shareholders to vote. The August 20, 2025 record date for shareholders entitled to vote at the adjourned Annual Meeting remains unchanged. Information about the adjourned Annual Meeting appears below. If, as of August 20, 2025, you were a Fund shareholder and have not yet voted, the Fund urges you to submit your vote in advance of the adjourned Annual Meeting by one of t

    9/5/25 4:01:00 PM ET
    $EIM
    $MS
    Finance/Investors Services
    Finance
    Investment Bankers/Brokers/Service

    Eaton Vance Municipal Bond Fund Announces Preliminary Results of Tender Offer

    Eaton Vance Municipal Bond Fund (NYSE:EIM) (the "Fund") announced today the preliminary results of the Fund's cash tender offer for up to 5% of its outstanding common shares that expired at 5:00 p.m. Eastern Time on September 4, 2025 (the "Tender Offer"). The table below shows the preliminary results for the Fund: Common Shares Offered to Purchase Pursuant to the Tender Offer Common Shares Properly Tendered Purchase Price of Properly Tendered Common Shares* 2,703,821 13,297,302 $10.1002 * Equal to 98% of the Fund's net asset value ("NAV") per share as of the close of regular trading on the New York Stock Exchange on September 4, 2025 (the date t

    9/5/25 8:30:00 AM ET
    $EIM
    $MS
    Finance/Investors Services
    Finance
    Investment Bankers/Brokers/Service

    $WFC
    $C
    $BAC
    $BCS
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Director Hess John B bought $1,997,584 worth of shares (3,904 units at $511.68) (SEC Form 4)

    4 - GOLDMAN SACHS GROUP INC (0000886982) (Issuer)

    4/17/25 4:06:04 PM ET
    $GS
    Investment Bankers/Brokers/Service
    Finance

    Large owner Jpmorgan Chase & Co sold 14 shares and bought $51 worth of shares (14 units at $3.67) (SEC Form 4)

    4 - JPMORGAN CHASE & CO (0000019617) (Reporting)

    4/11/25 4:55:53 PM ET
    $JPM
    Major Banks
    Finance

    Large owner Bank Of America Corp /De/ bought $100,813 worth of shares (8,100 units at $12.45) and sold $99,670 worth of shares (8,100 units at $12.30) (SEC Form 4)

    4 - BANK OF AMERICA CORP /DE/ (0000070858) (Reporting)

    3/18/25 3:47:48 PM ET
    $BAC
    Major Banks
    Finance

    $WFC
    $C
    $BAC
    $BCS
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Director Bammann Linda sold $2,830,472 worth of shares (9,500 units at $297.94), decreasing direct ownership by 10% to 82,207 units (SEC Form 4)

    4 - JPMORGAN CHASE & CO (0000019617) (Issuer)

    9/2/25 4:54:38 PM ET
    $JPM
    Major Banks
    Finance

    President and COO Waldron John E. sold $13,688,552 worth of shares (18,244 units at $750.30), decreasing direct ownership by 15% to 106,268 units (SEC Form 4)

    4 - GOLDMAN SACHS GROUP INC (0000886982) (Issuer)

    8/29/25 4:04:29 PM ET
    $GS
    Investment Bankers/Brokers/Service
    Finance

    Chairman of the Board and CEO Solomon David M gifted 377 shares, decreasing direct ownership by 0.30% to 125,799 units (SEC Form 4)

    4 - GOLDMAN SACHS GROUP INC (0000886982) (Issuer)

    8/21/25 4:04:39 PM ET
    $GS
    Investment Bankers/Brokers/Service
    Finance

    $WFC
    $C
    $BAC
    $BCS
    SEC Filings

    View All

    SEC Form FWP filed by Morgan Stanley

    FWP - MORGAN STANLEY (0000895421) (Subject)

    9/8/25 12:16:01 PM ET
    $MS
    Investment Bankers/Brokers/Service
    Finance

    SEC Form FWP filed by Bank of America Corporation

    FWP - BANK OF AMERICA CORP /DE/ (0000070858) (Subject)

    9/8/25 11:35:47 AM ET
    $BAC
    Major Banks
    Finance

    SEC Form FWP filed by Citigroup Inc.

    FWP - CITIGROUP INC (0000831001) (Subject)

    9/8/25 6:02:18 AM ET
    $C
    Major Banks
    Finance

    $WFC
    $C
    $BAC
    $BCS
    Financials

    Live finance-specific insights

    View All

    Merrill and Bank of America Private Bank Launch New Alternative Investments Program to Ultra-High-Net-Worth Clients

    New Program Unlocks Access to Institutional-Grade Private Market Funds for Qualified Clients NEW YORK, Sept. 4, 2025 /PRNewswire/ -- Merrill Wealth Management and Bank of America Private Bank today announced the launch of the Alts Expanded Access Program, a new private market program available to ultra-high-net-worth (UHNW) clients with a net worth of $50 million or more. Available in fall 2025, the program is designed to complement the investment options available through Merrill's and Bank of America Private Bank's core Alternative Investments platform, offering qualified i

    9/4/25 9:00:00 AM ET
    $BAC
    Major Banks
    Finance

    NORD/LB and GridStor Announce Completion of $50 Million Letter of Credit Facility

    Financing supports GridStor's nationwide development pipeline of battery energy storage facilities for utility and data center customers GridStor, a developer and operator of utility-scale battery energy storage systems, announced today that it has closed a $50 million letter of credit with NORD/LB in support of its development goals. GridStor's project pipeline includes over 3 GW of projects across the western and central U.S. in later-stage development or under construction. Backed by Goldman Sachs Asset Management, GridStor has also made 450 MW of late-stage project acquisitions year-to-date for facilities in Texas, Oklahoma, and Arizona. "We are proud to continue our partnership wit

    9/4/25 9:00:00 AM ET
    $GS
    Investment Bankers/Brokers/Service
    Finance

    A Decade of AI Innovation: BofA's Virtual Assistant Erica Surpasses 3 Billion Client Interactions

    CHARLOTTE, N.C., Aug. 20, 2025 /PRNewswire/ -- Erica, the most widely adopted AI-driven virtual financial assistant, is a central gateway to serving clients – assisting nearly 50 million users since launch, surpassing 3 billion client interactions, and now averaging more than 58 million interactions per month. Launched in 2018, Erica is deepening relationships with clients and driving greater efficiencies throughout Bank of America.     "Erica has been learning from our clients for many years, enabling us to leverage AI today at scale, globally," said Hari Gopalkrishnan, chief

    8/20/25 7:30:00 AM ET
    $BAC
    Major Banks
    Finance

    $WFC
    $C
    $BAC
    $BCS
    Leadership Updates

    Live Leadership Updates

    View All

    Citi to Deliver New Customized Portfolio Offering Powered by BlackRock to Citi Wealth Clients Globally

    Harnesses the power and scale of two global leaders in wealth $80 Billion Citi Wealth Client Assets to Be Managed by BlackRock in Largest Agreement of its Kind Citi Wealth today announced the selection of BlackRock to create a new portfolio offering for its clients – Citi Portfolio Solutions powered by BlackRock. This offering will combine the strategic investment advisory and planning capabilities of the leading global bank with the investment management and technology strengths of one of the world's preeminent asset managers. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250904755362/en/ The agreement includes the appoint

    9/4/25 9:00:00 AM ET
    $C
    Major Banks
    Finance

    Alaska Airlines and Bank of America present a new premium credit card designed for global travelers, the Atmos™ Rewards Summit Visa Infinite® card

    Our most generous card ever is packed with top-tier rewards and an array of benefits, including a new Global Companion Award that's redeemable in any class of service, plus access to Alaska LoungesEarn status faster than ever: Every $2 spent on purchases earns 1 status point, plus receive 10,000 bonus status points annually – cardholders reach Atmos Silver with $20,000 of qualifying spendFlexibility matters: Cardholders can transfer points to hotel partner loyalty programs or share points with other Atmos Rewards membersThe Atmos Summit Visa Infinite® card redefines what a global travel card can be with an industry-first 3x points earning on all qualifying foreign spendSEATTLE, Aug. 20, 2025

    8/20/25 6:00:00 AM ET
    $ALK
    $BAC
    Air Freight/Delivery Services
    Consumer Discretionary
    Major Banks
    Finance

    Alex Ham joins Barclays as Global Chairman of Investment Banking

    Barclays today announced the appointment of Alex Ham as Global Chairman of Investment Banking, based in London. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250723826879/en/Alex Ham Headshot Mr. Ham is a proven leader who brings 20 years of experience and leadership to Barclays. He joins from Deutsche Bank where he served as Co-CEO Deutsche Numis and Head of Global Private Growth Capital. In growing that franchise, Mr. Ham developed strong connectivity between European founders of high-growth companies and the leading global venture capitalists, private equity, and the public equity markets. He brings to Barclays deep connec

    7/23/25 10:16:00 AM ET
    $BCS
    Commercial Banks
    Finance

    $WFC
    $C
    $BAC
    $BCS
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    Amendment: SEC Form SC 13D/A filed by Bank of America Corporation

    SC 13D/A - BANK OF AMERICA CORP /DE/ (0000070858) (Filed by)

    12/13/24 4:29:10 PM ET
    $BAC
    Major Banks
    Finance

    SEC Form SC 13G filed by Citigroup Inc.

    SC 13G - CITIGROUP INC (0000831001) (Filed by)

    11/12/24 1:24:51 PM ET
    $C
    Major Banks
    Finance

    SEC Form SC 13G filed by Wells Fargo & Company

    SC 13G - WELLS FARGO & COMPANY/MN (0000072971) (Subject)

    11/12/24 10:40:28 AM ET
    $WFC
    Major Banks
    Finance