04 Mar 2024
SRP in brief: keep on moving
In a week that saw SRP track several high-profile appointments, Absa expanded its Shariah-compliant structured products offering to Kenya, while China’s CITIC listed its first derivative warrants on HKEX.
26 Feb 2024
NewEdge revisits SMA underlying portfolio as Russell 2000 goes up
The US independent financial advisor with US$8.6 billion AuM has re-launched its structured note income portfolio (SNIP) to capitalise on the Russell 2000 rally through a separately managed account (SMA).
16 Oct 2023
SRP in brief: staying on the sidelines
In a week which saw the rugby world cup coming a step closer to its much-anticipated conclusion, SRP dived into the US retirement space whilst also providing overviews of the Belgian, Swiss, and South African markets.
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.
10 Aug 2023
Latest: US advisory launches third party investment solutions platform
In this week’s roundup, we also look at Spectrum Markets’ performance in Q2, the acquisition of Bank Degroof Petercam, and HK-listed structured product activity in July.