• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • 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
  • Settings
  • RSS Feeds
PublishDashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees
    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

    Chat with this insight

    Save time and jump to the most important pieces.

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

    CompanyDatePrice TargetRatingAnalyst
    Deutsche Bank AG
    $DB
    6/10/2025Buy
    BofA Securities
    Wells Fargo & Company
    $WFC
    5/15/2025$83.00Hold
    TD Cowen
    JP Morgan Chase & Co.
    $JPM
    5/15/2025$305.00Buy
    TD Cowen
    Citigroup Inc.
    $C
    5/15/2025$83.00Hold
    TD Cowen
    Bank of America Corporation
    $BAC
    5/15/2025$53.00Buy
    TD Cowen
    Wells Fargo & Company
    $WFC
    4/8/2025$77.00Neutral → Overweight
    Piper Sandler
    Goldman Sachs Group Inc.
    $GS
    4/7/2025$558.00Overweight → Equal-Weight
    Morgan Stanley
    Bank of America Corporation
    $BAC
    4/7/2025$47.00Equal-Weight → Overweight
    Morgan Stanley
    More analyst ratings

    $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
    SEC Filings

    See more
    • SEC Form S-8 filed by Citigroup Inc.

      S-8 - CITIGROUP INC (0000831001) (Filer)

      6/18/25 5:09:19 PM ET
      $C
      Major Banks
      Finance
    • SEC Form FWP filed by Citigroup Inc.

      FWP - CITIGROUP INC (0000831001) (Subject)

      6/18/25 5:02:46 PM ET
      $C
      Major Banks
      Finance
    • SEC Form FWP filed by Citigroup Inc.

      FWP - CITIGROUP INC (0000831001) (Subject)

      6/18/25 4:46:15 PM ET
      $C
      Major Banks
      Finance

    $WFC
    $C
    $BAC
    $BCS
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Goldman Sachs Asset Management Announces Liquidation of Two Exchange-Traded Funds

      Goldman Sachs Asset Management ("GSAM"), the investment adviser for the Goldman Sachs Future Consumer Equity ETF and Goldman Sachs Future Planet Equity ETF (each, a "Fund" and collectively, the "Funds"), announced today that the Funds' Board of Trustees, at the recommendation of GSAM, has approved a plan of liquidation for each Fund (collectively, the "Plans"). Under the Plans, which are effective today, the Funds will begin the process of liquidating portfolio assets and unwinding their affairs in an orderly fashion over time. The Plans are not subject to shareholder approval. Shareholders of the Funds may sell their shares on the Funds' listing exchange, NYSE Arca, Inc. ("NYSE Arca"), u

      6/18/25 4:30:00 PM ET
      $GS
      Investment Bankers/Brokers/Service
      Finance
    • Morgan Stanley Real Estate Investing and The Scion Group to Acquire University of Mississippi Student Housing Portfolio for $262 Million

      Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), and The Scion Group announced today a joint venture to acquire a portfolio of student housing communities in Oxford, Mississippi, for a combined investment of $262 million. The portfolio is located within two miles of the University of Mississippi campus and comprises 600 apartments, townhomes and cottages with more than 2,000 beds. "We are pleased to acquire this high-quality portfolio of student housing communities at the University of Mississippi offering a variety of product types and price points," said Will Milam, Head of U.S. Investments at Morgan Stanley Real Est

      6/17/25 9:00:00 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • JPMorganChase to Host Second-Quarter 2025 Earnings Call

      As previously announced, JPMorgan Chase & Co. (NYSE:JPM) ("JPMorganChase" or the "Firm") will host a conference call to review second-quarter 2025 financial results on Tuesday, July 15, 2025 at 8:30 a.m. (ET). The results are scheduled to be released at approximately 7:00 a.m. (ET). The live audio webcast and presentation slides will be available on www.jpmorganchase.com under Investor Relations, Events & Presentations. JPMorganChase will notify the public that financial results have been issued through its social media outlet @JPMorgan and @Chase on X, and by a press release over Business Wire that will provide the link to the Firm's Investor Relations website. In addition to being avail

      6/16/25 4:27:00 PM ET
      $JPM
      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
    • BofA Securities resumed coverage on Deutsche Bank

      BofA Securities resumed coverage of Deutsche Bank with a rating of Buy

      6/10/25 11:09:14 AM ET
      $DB
      Major Banks
      Finance
    • TD Cowen initiated coverage on Wells Fargo with a new price target

      TD Cowen initiated coverage of Wells Fargo with a rating of Hold and set a new price target of $83.00

      5/15/25 8:15:09 AM ET
      $WFC
      Major Banks
      Finance
    • TD Cowen initiated coverage on JPMorgan Chase with a new price target

      TD Cowen initiated coverage of JPMorgan Chase with a rating of Buy and set a new price target of $305.00

      5/15/25 8:12:03 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
    • Sr. Executive Vice President Rivas Fernando disposed of $46,000 worth of Preferred Shares (46 units at $1,000.00) (SEC Form 4)

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

      6/18/25 5:29:05 PM ET
      $WFC
      Major Banks
      Finance
    • SEC Form 3 filed by new insider Moulds Jonathan Paul

      3 - CITIGROUP INC (0000831001) (Issuer)

      6/18/25 4:01:19 PM ET
      $C
      Major Banks
      Finance
    • SEVP & Head of Public Affairs Rosenberg Jason M. converted options into 16,843 shares and covered exercise/tax liability with 7,260 shares (SEC Form 4)

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

      6/17/25 6:05:47 PM ET
      $WFC
      Major Banks
      Finance

    $WFC
    $C
    $BAC
    $BCS
    Leadership Updates

    Live Leadership Updates

    See more
    • 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
    • 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

      6/6/25 1:18:00 PM ET
      $GS
      Investment Bankers/Brokers/Service
      Finance

    $WFC
    $C
    $BAC
    $BCS
    Financials

    Live finance-specific insights

    See more
    • Goldman Sachs Asset Management Announces Liquidation of Two Exchange-Traded Funds

      Goldman Sachs Asset Management ("GSAM"), the investment adviser for the Goldman Sachs Future Consumer Equity ETF and Goldman Sachs Future Planet Equity ETF (each, a "Fund" and collectively, the "Funds"), announced today that the Funds' Board of Trustees, at the recommendation of GSAM, has approved a plan of liquidation for each Fund (collectively, the "Plans"). Under the Plans, which are effective today, the Funds will begin the process of liquidating portfolio assets and unwinding their affairs in an orderly fashion over time. The Plans are not subject to shareholder approval. Shareholders of the Funds may sell their shares on the Funds' listing exchange, NYSE Arca, Inc. ("NYSE Arca"), u

      6/18/25 4:30:00 PM ET
      $GS
      Investment Bankers/Brokers/Service
      Finance
    • JPMorganChase to Host Second-Quarter 2025 Earnings Call

      As previously announced, JPMorgan Chase & Co. (NYSE:JPM) ("JPMorganChase" or the "Firm") will host a conference call to review second-quarter 2025 financial results on Tuesday, July 15, 2025 at 8:30 a.m. (ET). The results are scheduled to be released at approximately 7:00 a.m. (ET). The live audio webcast and presentation slides will be available on www.jpmorganchase.com under Investor Relations, Events & Presentations. JPMorganChase will notify the public that financial results have been issued through its social media outlet @JPMorgan and @Chase on X, and by a press release over Business Wire that will provide the link to the Firm's Investor Relations website. In addition to being avail

      6/16/25 4:27:00 PM ET
      $JPM
      Major Banks
      Finance
    • JPMorganChase Declares Preferred Stock Dividends

      JPMorgan Chase & Co. (NYSE:JPM) ("JPMorganChase" or the "Firm") has declared dividends on the outstanding shares of the Firm's Series CC preferred stock. Information can be found on the Firm's Investor Relations website at https://www.jpmorganchase.com/ir/news. JPMorgan Chase & Co. (NYSE:JPM) is a leading financial services firm based in the United States of America ("U.S."), with operations worldwide. JPMorganChase had $4.4 trillion in assets and $351 billion in stockholders' equity as of March 31, 2025. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.

      6/13/25 4:35:00 PM ET
      $JPM
      Major Banks
      Finance