Tag: Platforms
View from the top: Covid crisis helped with portfolio allocation into structured products
International | Industry
02 Sep 2020 by Pablo Conde
In the second of a two-part interview, Leonteq’s David Schmid (pictured), head of investment solutions, and Alessandro Ricci, deputy head investment solutions, talk about click-and-trade platforms, the market crash triggered by the Covid-19 pandemic and why structured products have come out of age and will remain in focus for retail investors.
SRP in brief: the shape of a recovery
International | Industry
24 Aug 2020 by Amelie Labbe
One of our most read articles this week covers the Eurostoxx 50 index, which we found offers a higher dividend yield than US total return indices at the expense of lower upside participation rates embedded in structured products.
Halo expands structured note coverage
North America | Technology
19 Aug 2020 by Lavanya Nair & Pablo Conde
US structured note fintech platform Halo Investing has teamed up with software provider Riskalyze to facilitate expanded access to structured notes and mitigate volatility.
Market shake-ups push investors to broaden asset classes
North America | Products
13 Aug 2020 by Lavanya Nair & Pablo Conde
The ensuing chaos surrounding financial markets left clients scrambling for alternative investments in a bid to curb volatility repercussions while dipping into more lucrative pay-outs.
Leonteq profits take a hit, chooses Portugal for nearshoring
International | Industry
28 Jul 2020 by Pablo Conde
Leonteq has announced that its group net profit fell by 81% to CHF5.5m year-on-year from CHF30.2m in the first half of 2019.
Fintech view: ETFs have been the most significant financial innovation in the last 30 years
North America | Technology
03 Jul 2020 by Lavanya Nair & Pablo Conde
SRP spoke with Yves Rebetez (pictured), chief investment officer of Canadian fintech platform Pascal Financial, about how the firm has navigated the market in recent years and what’s in store for the future.
Brazil’s XP debuts ‘stay-at-home’ play
Latin America | Products
25 Jun 2020 by Lavanya Nair & Pablo Conde
The bank continues to increase its market share as it expands its product offering with new thematic investments and pushes for a functioning secondary market.
Brazil’s XP gets new CEO, eyes ESG and automation
Latin America | Products
23 Jun 2020 by Lavanya Nair & Pablo Conde
Brazil’s financial services platform XP has announced the hiring of the ‘Best LGBT+ executive ally globally’ José Berenguer (pictured) to lead the expansion of the wholesale bank business.
Exclusive: BNP Paribas targets secondary market activity, readies automated FX notes
International | Technology
18 Jun 2020 by Pablo Conde
The French bank has rolled out a new secondary trading module within its SmartDerivatives platform.
