29 Aug 2023
Swiss fintech goes solo in strategic shift
The Swiss specialist platform for structured products has completed its spin-off from Capital Vision, resulting in the establishment of two independent companies.
30 Mar 2022
SRP Europe 2022: Empowering the front office through technology
The process to increase the efficiency for the front office is pictured involving portfolio management, structured product analysis, execution, distribution and lifecycle analysis.
25 Nov 2021
Simon bolsters US footprint with record growth
The US multi-dealer platform has announced record increases in its structured investment broker-dealer volumes.
18 Nov 2021
Fidelity enters US structured notes market
The firm’s brokerage arm has teamed up with multi-dealer platform Simon to deliver structured investments to wealth management firms.
04 Aug 2021
Halo: structured products can be a very elegant solution
The US multi-issuer structured products platform entered the annuities space earlier this year as a natural evolution following the initial launch of its structured notes platform and expansion into buffered ETFs.
27 Apr 2021
Simon Markets: smart technology key to empower financial advisors
US multi-dealer platform for structured products Simon Markets is riding the fintech wave having broadened its industry footprint over the past year.
17 Mar 2021
SRP Europe 2021: the future of finance – more activity, smaller transactions
Speakers at SRP’s flagship Europe 2021 virtual conference discussed the impact of the market’s growing digital transformation during 2020, a year that triggered significant innovation within the structured products industry.
13 Jan 2021
View from the top: suitability, compliance have become focal points
Following FinIQ’s 2020 record volume of structured products traded on its FinIQ EQ Connect platform, the fintech’s CEO and director for Europe, Mahesh Bulchandani (pictured), talks about the tools and functionalities that drove activity in 2020 and what products will bring new trading volume in 2021.
07 Jan 2021
Exclusive: FinIQ sets MIP world record, aims at US$100bn
FinIQ has hit a major landmark in terms of volumes of structured products traded on its FinIQ EQ Connect platform.
07 Dec 2020
Exclusive: former Vontobel head rolls out MIP targeted at EAMs
Hong Kong-based Goldhorse Capital Management today has launched Extramile, its new multi-issuer structured product platform (MIP), which will leverage on its ability as an independent intermediary to bring bargaining power to external asset managers (EAMs).
10 Jul 2020
Luma: new business helps drive volumes to all-time highs
The rapid evolution of fintech has bridged the gap in awareness, education and communication between advisers and clients. This digital wave has emerged victorious amid the current Covid-19 pandemic, boosting structured products adoption.
09 Jul 2020
Exclusive: Leonteq Hong Kong head departs
The Swiss firm is reviewing its local management set-up and will announce new appointments in due course.