Tag: Wealth management
Vontobel trading income falls, demand for structured products falters
Europe | Industry
20 Feb 2024 by SRP News
The Swiss investment company reported an outstanding volume of CHF9.6 billion for structured products.
HK’s WMC scheme revamp leaves structured products out for now
Asia Pacific | Industry
06 Feb 2024 by Jocelyn Yang
Despite extending the offering scope to higher risk investments, structured products remain outside its scope for now.
UBS head of structured solutions for Americas exits
International | People
24 Jan 2024 by Summer Wang
The managing director has left UBS global wealth management following 17 year of service at the Swiss bank.
People: MSCI taps EQD veteran to lead Japan
International | People
10 Nov 2023 by Summer Wang
In this week’s roundup, we look at the latest moves at MSCI, Fig Investments, Amundi, Standard Chartered, RBC and SG.
UBS sets out new structuring organisation, onboards senior CS bankers
International | People
07 Nov 2023 by SRP News
The Swiss bank has announced new roles as part of the wider organisational restructuring following the integration of Credit Suisse (CS).
Citi’s EQD revenues lag in Q3, structured products sales fall
International | Products
17 Oct 2023 by Jocelyn Yang
The US banking giant has seen sales from new-issued products in Q3 dropping by 14% YoY.
SRP in brief: reach for the stars
International | Industry
25 Sep 2023 by Amélie Labbe
It’s full steam ahead for the structured product market as September kicks off with dynamic activity across most markets.
Goldman appoints head of the third-party wealth business
North America | People
18 Sep 2023 by SRP News
The US bank has launched an RIA ‘go-to-market’ strategy as it redoubles its efforts to serve this segment of the US market.
Citi EQD revenues hampered by low volatility
International | Industry
09 Aug 2023 by Jocelyn Yang & Summer Wang
The US investment bank’s markets business experienced a decline in equity derivatives in Q2 2023.
