19 Dec 2024
Arrow to launch SMA investment advisory
The start-up founded by two former Morgan Stanley executives is expanding into separately managed accounts (SMAs) in the US.
07 Oct 2024
Former CS structured product advisory head joins BNPP WM in Hong Kong
The structured product veteran joins the French bank after a 17-year tenure at Credit Suisse.
16 May 2022
Exclusive: Citi appoints UK head of investment and product
The US bank has relocated its head of wealth management from Korea as it pulls the plug on retail banking across Asia.
19 Jan 2021
Nomura eyes structured products in International WM push
The Japanese investment bank has expanded its wealth management business beyond Asia ex-Japan with the launch of its International Wealth Management (IWM) unit, which will target high-net-worth individuals (HNWIs).
06 Jul 2020
CS bolsters ATS sales, advisory for private banking
The Swiss bank has appointed a new head of Asia Pacific trading solutions (ATS) sales and advisory for private banking business in Asia Pacific.
12 Sep 2019
International offshore provider enters UK market, targets advisory space
The structured products provider for the international offshore advisory market covering Europe, Middle East and Africa (Emea) is seeking to bring ‘fresh ideas’ to a market in clear decline. Additional reporting by Velina Bulanova.
09 Jul 2019
Former structured products head takes top job at Julius Baer
The Swiss bank has promoted its head of intermediaries to the role of chief executive of as part of its long-term succession planning
18 Jun 2019
Former Davis Polk lawyer launches equity-linked corporate advisory practice
Independent US financial services firm HudsonWest has launched an equity-linked advisory practice focused on delivering ‘independent, objective advice to corporate clients’.
05 Apr 2019
Using structured products as part of a portfolio
Ascot Wealth Management was launched in 2011 and now has £140m of assets under management (AUM), a good proportion of which comes from structured products. SRP spoke to founder and managing director Mark Insley (pictured) about the firm’s use of structured products, and how the pensions reforms could help to expand the usage of these products.
07 Mar 2019
People: BNP Paribas appoints head of MAQs and advisory Apac
BNP Paribas AM beefs up multi-asset quant solutions and advisory; Raiffeisen makes changes at the top; Stoxx appoints European head of sales; Barclays shifts EQD teams to Europe ahead of Brexit and more
14 Nov 2018
Lowes: structured products fund is not for investors looking at a flat-line volatility trade
Structured investment specialist Lowes Financial Management has partnered with Fortem Capital to launch a new Ucits fund.