23 Jul 2024
Former Goldman strats head to join Julius Baer as CEO
The Swiss bank has announced today (23 July) that the Goldman Sachs partner will start his new role at Julius Baer no later than 1 February 2025.
16 May 2024
People: LSEG head of capital markets departs, Munich Re expands structuring team
In this week's roundup we cover the departure of LSEG's capital markets chief and former Citi structuring boss; as well as senior appointments at Munich Re, Julius Baer, Solactive and US indexed annuities provider Lincoln Financial.
13 May 2024
SRP Apac 2024: biggest competitor is risk free rate, automation driving new activity
Four panellists discussed investors’ shifting appetite for structured products given the current macro environment and technology development at the SRP Apac Conference 2024 on 9 May.
14 Mar 2024
Julius Baer, EFG report limited growth as structured products sales plateau
Both Swiss private banking giants finish 2023 with flat assets under management. Julius Baer grapples with a tumble in net profit, while EFG International has a record high in net profit.
27 Jul 2023
JB, EFG structured product activity on downward trend
After a slow start of the year, the two Swiss private banks have posted a decline in structured product assets under management amid lowered volatility in H1 2023.
05 May 2023
SRP Apac 2023: investors use structured products as proxies to beat lagging deposit rates
Four panellists from the buy- and sell-sides shared their views on the structured solutions driving activity among Asian investors at the SRP Apac Conference 2023 held in Singapore on 3 May.
27 Feb 2023
Swiss PBs report decline in structured products activity
The AuM of structured products at Julius Baer and EFG International has declined to CHF17.0 billion and CHF4.2 billion as at the end of 2022, respectively.
17 Jan 2023
Arrivals and departures: top moves of 2022 – J.P. Morgan, Julius Baer, Leonteq and Natixis
As 2023 begins, SRP looks back at the most relevant people moves stories in 2022 highlighting new hires and exits at the main issuers of structured products across markets.
07 Dec 2022
Exclusive: Julius Baer poaches Citi structured product specialist
The Swiss private bank is seeking to bolster the structured products team in its wealth management solutions unit.
15 Aug 2022
Julius Baer, EFG report decline in structured products income
The Swiss private banks managed CHF17.1 billion and CHF5.1 billion worth of assets linked to structured products, respectively, in H1 2022.
22 Jul 2022
People: Leonteq appoints new heads for retail flow business
The Swiss bank has created a department called retail flow business under the markets division, following its project to develop an automated retail flow platform earlier this year.
04 Jul 2022
Latest: Leonteq collaborates with fund manager, expands AMC offering
Leonteq is collaborating with Ixios Asset Management for the exclusive distribution of Ixios funds and the launch of a series of thematic actively managed certificates (AMCs).