Tag: Wealth management
Exclusive: Offshore demand for A-shares consistent with China market growth, CICC WM
Asia Pacific | Industry
03 Aug 2022 by Summer Wang
The Chinese wealth manager is capitalizing on demand from offshore structured products investors confident in the long-term growth of the China market.
SRP in brief: coming and going
International | Industry
18 Jul 2022 by Amélie Labbe
Structured product veterans join wealth management specialists while volume and issuance levels in Asia Pacific come under scrutiny.
UBP appoints structured products Asia head
International | People
12 Jul 2022 by Summer Wang
The Swiss private bank is bolstering the senior management of its structured products business following the appointment of Roger Meier from Julius Baer earlier this year.
Citi poaches JPM banker, WM/PB push continues
International | People
23 Jun 2022 by SRP News
The appointment comes at a time when the US banking group has been pivoting towards wealth management as a strategic business line and reshuffling its management team.
Product wrap: Barclays backs Tesla in France
International | Products
03 Jun 2022 by Marc Wolterink
In this week’s wrap, we look at a selection of structured products with strike dates between 29 May and 4 June 2022.
SRP Apac Awards 2022: Personality of the Year - Lavanya Chari
International | Industry
26 May 2022 by Summer Wang
Congratulations to 2022’s SRP Apac Personality of the Year Lavanya Chari, global head of Investments & Wealth Solutions (IWS) at HSBC.
iCapital snaps up Simon Markets
North America | Technology
25 May 2022 by SRP News
The deal adds education and servicing capabilities of the asset and wealth management fintech platform.
SRP Apac 2022: market trends triggered shift in investor demand
Asia Pacific | Conferences
18 May 2022 by Summer Wang
A panel comprising senior wealth management, private banking and investment banking executives at the SRP Apac 2022 Conference held on 11 May, shed light on the current challenges and opportunities in the Apac market amid increased market volatility.
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.
