Tag: advisory
Former CS structured product advisory head joins BNPP WM in Hong Kong
Asia Pacific | People
07 Oct 2024 by Jocelyn Yang
The structured product veteran joins the French bank after a 17-year tenure at Credit Suisse.
Exclusive: Citi appoints UK head of investment and product
Europe | People
16 May 2022 by Summer Wang
The US bank has relocated its head of wealth management from Korea as it pulls the plug on retail banking across Asia.
Nomura eyes structured products in International WM push
International | Products
19 Jan 2021 by Summer Wang
The Japanese investment bank has expanded its wealth management business beyond Asia ex-Japan with the launch of its International Wealth Management (IWM) unit, which will target high-net-worth individuals (HNWIs).
CS bolsters ATS sales, advisory for private banking
Asia Pacific | People
06 Jul 2020 by SRP News
The Swiss bank has appointed a new head of Asia Pacific trading solutions (ATS) sales and advisory for private banking business in Asia Pacific.
International offshore provider enters UK market, targets advisory space
Europe | Products
12 Sep 2019 by Pablo Conde
The structured products provider for the international offshore advisory market covering Europe, Middle East and Africa (Emea) is seeking to bring ‘fresh ideas’ to a market in clear decline. Additional reporting by Velina Bulanova.
People: Former Leonteq chief launches portfolio analysis, optimisation platform for structured products
International | People
26 Jul 2019 by SRP News
Former structured products head takes top job at Julius Baer
International | People
09 Jul 2019 by SRP News
The Swiss bank has promoted its head of intermediaries to the role of chief executive of as part of its long-term succession planning
Former Davis Polk lawyer launches equity-linked corporate advisory practice
North America | Industry
18 Jun 2019 by SRP News
Independent US financial services firm HudsonWest has launched an equity-linked advisory practice focused on delivering ‘independent, objective advice to corporate clients’.
Using structured products as part of a portfolio
International | Products
05 Apr 2019 by Pablo Conde
Ascot Wealth Management was launched in 2011 and now has £140m of assets under management (AUM), a good proportion of which comes from structured products. SRP spoke to founder and managing director Mark Insley (pictured) about the firm’s use of structured products, and how the pensions reforms could help to expand the usage of these products.
