17 Dec 2024
New buy-side player powered by Luma enters market
The new Swiss player specialises in bespoke investment products for professional investors.
27 Nov 2024
SRP Americas Awards 2024: Stifel nears US$3bn in structured product sales
The broker-dealer with record US$496 billion client assets has won the Best Educational Initiative accolade at the SRP Americas Awards 2024.
19 Nov 2024
SRP Americas Awards 2024: Merrill broadens issuer partners, set to hit US$14bn sales
The wealth manager arm of Bank of America (BofA) expects to further increase its custom structured note offerings from third-party issuers in 2025.
05 Nov 2024
SRP Americas Awards 2024: Raymond James logs US$5.6bn sales as ‘internalisation’ continues
A recent partnership with a valuation and analysis start-up founded by former Morgan Stanley executives has strengthened the annualised sales which represented a growth of over 50%.
25 Jul 2024
Buy-side view: changes to product mix influencing investment choices
French fintech platform Aydo assesses its structured products activity during the first half of the year with insights into the new structures added to the product mix as investors take advantage of the current pricing environment.
28 Mar 2024
SRP Europe 2024: matching investor needs with manager's market views
On the second day of the SRP Europe 2024 Conference, a senior structurer and a portfolio manager exchanged their views on popular strategies and investor behaviour.
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 Dec 2023
IVM Markets (part 2): towards self-service, personalisation
The UK fintech is making inroads into the structured products markets with its SaaS platform via multi-issuer platforms and seeking to capitalize on the market’s shift towards customization.
05 Dec 2023
IVM Markets – advancing the pre-auction process
The UK based fintech is seeking to leverage artificial intelligence to bring further optimisation to the relationship between issuers and distributors.
26 Oct 2023
SRP Americas Awards 2023: Stifel - technology supports advisor growth
Stifel won the Best Structured Product Technological Solution USA award at the SRP Americas Conference 2023, in Chicago on 27 September.
22 Mar 2023
FinIQ: focus on connectivity, US$35bn traded in 2022
The volumes going through the platform in January 2023 were comparable to January 2021 which is an indication that activity has picked up.
20 Mar 2023
SRP Europe 2023: distribution trends and portfolio management
A buy-side panel discussed the trends and innovations emerging within investment strategies, portfolio structuring and lifecycle management on day two of the SRP Europe 2023 conference in London.