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

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    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 Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

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

    CompanyDatePrice TargetRatingAnalyst
    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
    Bank of America Corporation
    $BAC
    7/8/2025$51.00Buy → Hold
    HSBC Securities
    Wells Fargo & Company
    $WFC
    7/7/2025Strong Buy → Mkt Perform
    Raymond James
    JP Morgan Chase & Co.
    $JPM
    6/27/2025$235.00Neutral → Underperform
    Robert W. Baird
    Bank of America Corporation
    $BAC
    6/27/2025$52.00Outperform → Neutral
    Robert W. Baird
    More analyst ratings

    $WFC
    $C
    $BAC
    $BCS
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Citi Appointed as Depositary Bank for Scage Future's ADR Program

      Citi Issuer Services, acting through Citibank, N.A., has been appointed as depositary bank by Scage Future (Scage) for its American Depositary Receipt (ADR) program. The appointment follows after Scage International Limited, a zero-emission solution provider of new energy heavy-duty commercial vehicles and e-fuel solutions, and Finnovate Acquisition Corp., a special purpose acquisition company, completed their business combination on June 27, 2025. The American Depositary Shares (ADS) of the combined entity, Scage, commenced trading on the Nasdaq Stock Exchange under the ticker "SCAG" on June 30, 2025. Each ADS represents one (1) ordinary share of Scage. Dirk Jones, Global Head of Cit

      7/9/25 9:30:00 AM ET
      $C
      Major Banks
      Finance
    • Bank of America to Report Second Quarter 2025 Financial Results and Host Investor Conference Call on July 16

      CHARLOTTE, N.C., July 9, 2025 /PRNewswire/ -- As previously announced, Bank of America will report its second quarter 2025 financial results on Wednesday, July 16. The results will be released at approximately 6:45 a.m. ET, followed by an investor conference call at 8 a.m. ET. The news release, supplemental filing and investor presentation can be accessed at Bank of America's Investor Relations website at https://investor.bankofamerica.com/quarterly-earnings. A Form 8-K containing Bank of America's financial results will also be available at the U.S. Securities and Exchange Co

      7/9/25 9:00:00 AM ET
      $BAC
      Major Banks
      Finance
    • Morgan Stanley Investment Management Closes North Haven Venture Capital Opportunities Fund I With Over $280 Million

      Morgan Stanley Private Equity Solutions, the multi-manager private markets platform within Morgan Stanley Investment Management (MSIM), announced today the final close of its first standalone venture capital investment vehicle, North Haven Venture Capital Opportunities Fund I (VCO I). VCO I raised more than $280 million in total capital commitments, exceeding its target of $250 million. Investors encompass institutions from a wide range of geographies and include public pensions, corporations, foundations, and family offices. Commenting on the close, Onyekwere Randy Ojukwu, Managing Director of Morgan Stanley Private Equity Solutions, said: "Morgan Stanley Private Equity Solutions is a lo

      7/9/25 9:00:00 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance

    $WFC
    $C
    $BAC
    $BCS
    Insider Purchases

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

    See more
    • 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
    Analyst Ratings

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

    See more
    • Morgan Stanley upgraded by Keefe Bruyette with a new price target

      Keefe Bruyette upgraded Morgan Stanley from Mkt Perform to Outperform and set a new price target of $160.00

      7/9/25 8:15:27 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • JPMorgan Chase upgraded by Keefe Bruyette with a new price target

      Keefe Bruyette upgraded JPMorgan Chase from Mkt Perform to Outperform and set a new price target of $327.00

      7/9/25 8:15:06 AM ET
      $JPM
      Major Banks
      Finance
    • JPMorgan Chase downgraded by HSBC Securities with a new price target

      HSBC Securities downgraded JPMorgan Chase from Hold to Reduce and set a new price target of $259.00

      7/8/25 8:30:31 AM ET
      $JPM
      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.

    See more
    • SEC Form 4 filed by Director Hewett Wayne M.

      4 - WELLS FARGO & COMPANY/MN (0000072971) (Issuer)

      7/3/25 5:15:25 PM ET
      $WFC
      Major Banks
      Finance
    • SEC Form 4 filed by Director Sargent Ronald

      4 - WELLS FARGO & COMPANY/MN (0000072971) (Issuer)

      7/3/25 5:11:12 PM ET
      $WFC
      Major Banks
      Finance
    • SEC Form 4 filed by Director Black Steven D

      4 - WELLS FARGO & COMPANY/MN (0000072971) (Issuer)

      7/3/25 4:49:20 PM ET
      $WFC
      Major Banks
      Finance

    $WFC
    $C
    $BAC
    $BCS
    SEC Filings

    See more
    • SEC Form FWP filed by JP Morgan Chase & Co.

      FWP - JPMORGAN CHASE & CO (0000019617) (Subject)

      7/9/25 4:13:17 PM ET
      $JPM
      Major Banks
      Finance
    • SEC Form FWP filed by Morgan Stanley

      FWP - MORGAN STANLEY (0000895421) (Subject)

      7/9/25 2:26:25 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form FWP filed by Morgan Stanley

      FWP - MORGAN STANLEY (0000895421) (Subject)

      7/9/25 2:25:18 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance

    $WFC
    $C
    $BAC
    $BCS
    Leadership Updates

    Live Leadership Updates

    See more
    • GridStor Appoints Lance Titus as Chief Commercial Officer to Drive Portfolio-Wide Power Marketing and Trading Strategy

      New CCO to lead contracted offtake for 3+ GW of energy storage to supply utilities, data centers, and power retailers GridStor, a Goldman Sachs Asset Management-backed developer and operator of utility-scale battery energy storage systems, announced today that Lance Titus has been appointed as the company's chief commercial officer (CCO). Titus brings more than 30 years of experience in commodities trading, origination, structuring, and risk management to the GridStor executive team, with extensive knowledge of electricity and other commodities sectors. Prior to joining GridStor, Titus founded several energy trading platforms and concluded over $20 billion in transactions, including contr

      7/8/25 9:00:00 AM ET
      $GS
      Investment Bankers/Brokers/Service
      Finance
    • Julie R. Smith Named Metiri Group CEO

      Smith to Lead New Era of Client-Centered Growth GENEVA, Ill., June 9, 2025 /PRNewswire/ -- Metiri Group, a leading expert and partner in environmental testing solutions, today announced the appointment of Julie R. Smith as Chief Executive Officer, effective immediately. Smith has served as interim CEO since October 2024. She takes over from Cabot Earle, who now serves as Metiri Group's Founder & Chief Strategy Officer, leading the company's M&A strategy.  These leadership changes complete Metiri Group's Executive team, with Ronald Markle serving as Chief Financial Officer and

      6/9/25 10:00:00 AM ET
      $GS
      Investment Bankers/Brokers/Service
      Finance
    • Webull Appoints Walter Bishop to Board of Directors

      Mr. Bishop to serve as Independent Director and member of the Audit, Compensation and Nominating and Corporate Governance Committees ST. PETERSBURG, Fla., June 9, 2025 /PRNewswire/ --  Webull Corporation (NASDAQ:BULL) ("Webull" or the "Company"), the owner of the Webull online investment platform, today announced the appointment of Walter Bishop as independent director to its Board of Directors, effective June 8, 2025. Mr. Bishop will serve as a member of the Audit Committee, Compensation Committee, and Nominating and Corporate Governance Committee. Mr. Bishop brings extensive

      6/9/25 8:45:00 AM ET
      $BULL
      $DB
      $INDI
      $OPTX
      Investment Bankers/Brokers/Service
      Finance
      Major Banks
      Semiconductors

    $WFC
    $C
    $BAC
    $BCS
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • 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

    $WFC
    $C
    $BAC
    $BCS
    Financials

    Live finance-specific insights

    See more
    • Bank of America to Report Second Quarter 2025 Financial Results and Host Investor Conference Call on July 16

      CHARLOTTE, N.C., July 9, 2025 /PRNewswire/ -- As previously announced, Bank of America will report its second quarter 2025 financial results on Wednesday, July 16. The results will be released at approximately 6:45 a.m. ET, followed by an investor conference call at 8 a.m. ET. The news release, supplemental filing and investor presentation can be accessed at Bank of America's Investor Relations website at https://investor.bankofamerica.com/quarterly-earnings. A Form 8-K containing Bank of America's financial results will also be available at the U.S. Securities and Exchange Co

      7/9/25 9:00:00 AM ET
      $BAC
      Major Banks
      Finance
    • Wells Fargo to Announce Second Quarter 2025 Earnings on July 15, 2025

      Wells Fargo & Company (NYSE:WFC), as previously announced, will report its second quarter 2025 earnings results on Tuesday, July 15, 2025, at approximately 7:00 a.m. Eastern time. The results will be available online at https://www.wellsfargo.com/about/investor-relations/quarterly-earnings/. In addition to being available on the company's Investor Relations website, the earnings results also will be available on the Securities and Exchange Commission website at https://www.sec.gov. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250708770952/en/Facade of a Wells Fargo bank branch in Manhattan (Photo: Wells Fargo) The company will

      7/8/25 8:00:00 AM ET
      $WFC
      Major Banks
      Finance
    • BofA Directs Additional $1 Million to Los Angeles Nonprofits for Evolving Fire Recovery Needs

      Latest Round of Grants Brings BofA Fire-Relief Contributions to Over $3.5 Million LOS ANGELES, July 7, 2025 /PRNewswire/ -- As Los Angeles hits six months since the onset of the January wildfires, Bank of America continues to support impacted clients, employees and communities and their evolving recovery needs. Most recently, BofA directed more than $1 million in additional philanthropic capital to local nonprofits that are providing resources ranging from helping small businesses reopen and families navigate complex legal, insurance and debris removal needs, to providing health and trauma counseling, as well as ongoing housing and supplemental food resources.     

      7/7/25 4:19:00 PM ET
      $BAC
      Major Banks
      Finance