Tag: Wealth management
Citi’s MAG co-head shifts to buy-side
International | People
19 Apr 2021 by SRP News
The US bank has announced a series of senior roles with global responsibilities in the Citi global wealth management team.
China Merchants Bank cuts deposit issuance
Asia Pacific | Industry
15 Apr 2021 by Summer Wang
The balance of structured deposits has dropped 48.2% to CNY267 billion (US$40.9 billion) as at the end of 2020 year-on-year (YoY) as the Chinese commercial bank scaled-down its issuance.
Goldman taps UBS in PWM push
International | People
09 Apr 2021 by Pablo Conde
The US bank has poached a senior private banker from UBS as it moves to target key families in the Middle East.
UBS bolsters QIS with put-write strategy, introduces decrement in US
North America | Products
12 Mar 2021 by Lavanya Nair
UBS’s quantitative investment strategies (QIS) team has developed a fully funded put-write strategy for qualified wealth management clients, offered as a unique alternative with features that adjust market exposure for various market stress scenarios.
SRP Europe 2021: negative convexity, factors rather than geographies
Europe | Conferences
01 Mar 2021 by SRP News
Although quantitative investment strategies (QIS) have been embraced by institutional investors, they have not been as widely adopted in wealth management, discretionary management and the IFA market as one would have hoped for, according to panellists at the Delivering stronger returns and achieving transparency with QIS discussion on day one of the virtual SRP Europe 2021 conference.
CS structured products business grows despite EU dip
International | Industry
18 Feb 2021 by Lavanya Nair
The bank’s issuance and sales in Europe have decreased since the beginning of 2020.
UBS appoints sole investment bank chief
Europe | People
15 Feb 2021 by Pablo Conde
The Swiss bank continues to align capabilities and resources in global wealth management, investment bank financing and risk management under one umbrella.
Arrivals & departures: top moves in 2020 – UBS
International | People
26 Jan 2021 by SRP News
As we welcome 2021, SRP looks at the most relevant people moves in the industry during 2020, and the main changes across the senior management of the main sell- and buy-side providers. In the final instalment of the series, the focus is on UBS.
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).
