KEEFE, BRUYETTE & WOODS, INC.


Associated tags: Stifel, Insurance, Research, SF, NYSE, Manufacturing, Bank, Index, REIT, ETF, KBW, Ticker

Locations: OPPENHEIMER, UNITED KINGDOM, UNITED STATES, ASIA, EUROPE, AMERICAS, NORTH AMERICA, MISSOURI, CANADA

KBW Grows Fintech Investment Banking Franchise

Retrieved on: 
Tuesday, February 6, 2024

“We are pleased to welcome Rahul, Shal, Matthew, and Ted to KBW, and excited to have Paul join our team,” said Joseph Berry, Co-Head of Investment Banking and Co-Head of FinTech at KBW.

Key Points: 
  • “We are pleased to welcome Rahul, Shal, Matthew, and Ted to KBW, and excited to have Paul join our team,” said Joseph Berry, Co-Head of Investment Banking and Co-Head of FinTech at KBW.
  • Shal Chowdhury joins KBW from Wells Fargo, where he most recently served as a Managing Director and Head of FinTech Investment Banking.
  • “Our team continues to grow, as the delivery of financial services has transformed through the emergence of FinTech,” added Keith Meyers, Co-Head of FinTech and & Financial Services Investment Banking at KBW.
  • Over the years, KBW has established itself as a leading authority in the banking, insurance, brokerage, asset management, mortgage banking, FinTech and specialty finance sectors.

KBW Announces Index Rebalancing for Fourth-Quarter 2023

Retrieved on: 
Saturday, December 9, 2023

NEW YORK, Dec. 08, 2023 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the fourth quarter of 2023.

Key Points: 
  • NEW YORK, Dec. 08, 2023 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the fourth quarter of 2023.
  • This quarter, there are constituent changes within four of our indexes: the KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDX, ETF Ticker: KBWD), KBW Nasdaq Financial Technology Index (Index Ticker: KFTX, ETF Ticker: FTEK.LN), KBW Nasdaq Global Bank Index (Index Ticker: GBKX), and KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYX, ETF Ticker: KBWY).
  • As part of this rebalancing, below are the component-level changes across impacted indices:
    KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDX; ETF Ticker: KBWD)
    Apollo Commercial Real Estate Finance, Inc. (NYSE: ARI)
    Ares Commercial Real Estate Corporation (NYSE: ACRE)
    KKR Real Estate Finance Trust, Inc. (NYSE: KREF)
    Bank of N.T.
  • Butterfield & Son Limited (The) (NASDAQ: NTB)
    PennyMac Mortgage Investment Trust (NASDAQ: PMT)
    KBW Nasdaq Financial Technology Index (Index Ticker: KFTX, ETF Ticker: FTEK.LN)

KBW Ranks No. 1 Across Multiple Categories in 2023 Institutional Investor All-America Survey

Retrieved on: 
Thursday, November 2, 2023

1 firm across multiple categories in the 2023 Institutional Investor (II) All-America survey.

Key Points: 
  • 1 firm across multiple categories in the 2023 Institutional Investor (II) All-America survey.
  • 1 in the II survey, and KBW’s Consumer Finance research team also placed first.
  • 1 in the Financial Institutions Group (FIG) sector, and KBW also had the top-ranked trading/execution team within FIG, in the first such category ever included by II.
  • KBW is the only specialist firm to rank first in any of the sales, trading/execution, and corporate access categories across the II survey, let alone all three.

KBW Announces Index Rebalancing for Second-Quarter 2023

Retrieved on: 
Saturday, June 10, 2023

NEW YORK, June 09, 2023 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the second quarter of 2023.

Key Points: 
  • NEW YORK, June 09, 2023 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the second quarter of 2023.
  • This quarter, there are constituent changes within one of our indexes: the KBW Nasdaq Bank Index (Index Ticker: BKX; ETF Ticker: KBWB).
  • These changes will be effective prior to the opening of business on Tuesday, June 20, 2023.
  • As part of this rebalancing, below are the component-level changes across impacted indices:
    KBW Nasdaq Bank Index (Index Ticker: BKX; ETF Ticker: KBWB)
    Several of the KBW Nasdaq indexes have tradable exchange‐traded funds licensed: KBW Nasdaq Bank Index (Index Ticker: BKXSM, ETF Ticker: KBWBSM); KBW Nasdaq Capital Markets Index (Index Ticker: KSXSM); KBW Nasdaq Insurance Index (Index Ticker: KIXSM); KBW Nasdaq Regional Banking Index (Index Ticker: KRXSM, ETF Ticker: KBWRSM); KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDXSM, ETF Ticker: KBWDSM); KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYXSM, ETF Ticker: KBWYSM); KBW Nasdaq Property and Casualty Insurance Index (Index Ticker: KPXSM, ETF Ticker: KBWPSM); KBW Nasdaq Global Bank Index (Index Ticker: GBKXSM); KBW Nasdaq Financial Technology Index (Index Ticker: KFTXSM, ETF Ticker: FTEK.LNSM).

KBW Applauds 2023 Annual Bank Honor Roll Award Winners

Retrieved on: 
Monday, April 24, 2023

The KBW Bank Honor Roll, which originated in 1984, represents an exclusive annual list of banking institutions demonstrating a consistently strong track record of earnings growth over the past decade.

Key Points: 
  • The KBW Bank Honor Roll, which originated in 1984, represents an exclusive annual list of banking institutions demonstrating a consistently strong track record of earnings growth over the past decade.
  • This year, 14 companies, just 4% of all banks screened, qualified for inclusion on the 2023 KBW Bank Honor Roll.
  • KBW is also pleased to welcome three new additions to the KBW Bank Honor Roll: Columbia Banking System, Inc. (COLB), First Bancorp (FBNC), and FVCBankcorp, Inc. (FVCB).
  • “Congratulations to this select group of banks and management teams for making the 2023 Honor Roll,” said KBW CEO Thomas B. Michaud.

KBW Announces Index Rebalancing for First Quarter 2023

Retrieved on: 
Saturday, March 11, 2023

NEW YORK, March 10, 2023 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the first quarter of 2023.

Key Points: 
  • NEW YORK, March 10, 2023 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the first quarter of 2023.
  • This quarter, there are constituent changes within one of our indexes: the KBW Nasdaq Financial Technology Index (Index Ticker: KFTX; ETF Ticker: FTEK.LN).
  • As part of this rebalancing, below are the component-level changes across impacted indices:
    KBW Nasdaq Financial Technology Index (Index Ticker: KFTX; ETF Ticker: FTEK.LN)
    DCT’s removal is due to its involvement as a target in a pending acquisition.
  • Several of the KBW Nasdaq indexes have tradable exchange‐traded funds licensed: KBW Nasdaq Bank Index (Index Ticker: BKXSM, ETF Ticker: KBWBSM); KBW Nasdaq Capital Markets Index (Index Ticker: KSXSM); KBW Nasdaq Insurance Index (Index Ticker: KIXSM); KBW Nasdaq Regional Banking Index (Index Ticker: KRXSM, ETF Ticker: KBWRSM); KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDXSM, ETF Ticker: KBWDSM); KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYXSM, ETF Ticker: KBWYSM); KBW Nasdaq Property and Casualty Insurance Index (Index Ticker: KPXSM, ETF Ticker: KBWPSM); KBW Nasdaq Global Bank Index (Index Ticker: GBKXSM); KBW Nasdaq Financial Technology Index (Index Ticker: KFTXSM, ETF Ticker: FTEK.LNSM).

Kbw Bolsters European Investment Banking Franchise

Retrieved on: 
Thursday, January 12, 2023

LONDON, Jan. 12, 2023 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), today named Alistair McKay as Head of European Investment Banking.

Key Points: 
  • LONDON, Jan. 12, 2023 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), today named Alistair McKay as Head of European Investment Banking.
  • Mr. McKay also has previous experience in the private equity community, serving as CEO of a financial services-focused investment business owned by a leading European family office.
  • He has nearly 20 years of investment banking, capital raising, and transaction advisory experience across UK and European financial services.
  • “KBW continues to invest in our market-leading franchise as we expand our presence in Europe and open up new opportunities for clients.”