10 Sep 2024
Rising use of structured products for US advisors, InspereX survey finds
Advisors are increasingly using structured products to differentiate their business and enhance client relationships, according to the survey.
07 Mar 2024
Buy-side view: portfolios are better off with at least 25% of structured products
Activity in the UK structured products market continues to pick up after years of subdued inertia.
06 Mar 2024
New distributor enters UK, counterparty pool expands
The new UK distributor aims to expand adoption in the adviser community.
10 Oct 2023
Buyside view (Part 2): passive investments with dynamic allocation
The Connecticut-headquartered advisor has launched a third-party investment platform to provide with access to the same strategies that the RIA uses with its own clients.
09 Oct 2023
Buyside view: from brokerage to advisory – shifting the focus
US advisory firm NewEdge is implementing a new approach to investing in structured notes and creating managed investment strategies using these products.
28 Mar 2023
SRP Europe Awards 2023: Acepi – setting common standards in a credible way
Acepi has won the awards for Best Trade Association and Best Educational Initiative at this year’s SRP Europe Awards, which were presented on 8 March in London.
17 Aug 2022
Ban on commissions: before the fall
In our second article on the likely effect of an EU-wide commission ban, Sybil Yorke probes cause and coincidence in the UK’s post-ban retail market.
11 Nov 2021
Zest Capital: our approach is different, we don’t sell on indicative terms
The firm’s exponential growth over the last two years has provided the foundations to grow the business and expand to other countries.
10 Nov 2021
SRP Americas Awards 2021: Zest Café adopts ‘Starbucks’ model to promote structured products
Peruvian wealth management specialist fintech Zest Capital won SRP’s Best Educational Initiative award at this year’s SRP Americas conference 2021 in late September.
14 Jul 2021
Buy-side view: negative interest rates aren't off the table
Product suitability and appropriateness are critical for the buy-side to grow the market and make structured products mainstream.
13 May 2021
Dutch appetite for turbos and notes remains low, AFM
Investors in the Netherlands prefer investment funds and equities over ETFs, leverage products and notes, according to a study conducted on behalf of the regulator.
16 Mar 2021
Citi Australia expands to meet rising structured products demand
The US bank has opened its second Australian wealth hub in Sydney targeting wholesale investors. The move comes as its sales volumes of structured products for February reached a four-year high.