Tag: Wealth management
EAM Hywin launches megatrends suite on Leonteq indices
Asia Pacific | Products
07 Aug 2023 by Summer Wang
The structured notes offer exposure to five megatrends through Leonteq’s indices and one ETF as Hywin International continues its thematic push.
UBS unveils new management team, elevates head of global markets Americas
International | People
16 May 2023 by Pablo Conde
UBS has announced a new operating model and leadership team following the acquisition of Credit Suisse which will operate alongside UBS and its business divisions, functions and regions under UBS Group.
Citi reports reduced EQD activity, investment product revenue headwinds
International | Industry
19 Apr 2023 by SRP News
The US investment bank’s markets business encountered its third best quarter in a decade, despite reduced client activity in equity derivatives.
Goldman appoints global head of equity structured products, adds to WM
International | People
13 Apr 2023 by SRP News
The US bank has reorganised its equities team and appointed a new global head of equity structured products.
UK WM association sets out Priips plan
Europe | Regulations & Legal
15 Mar 2023 by SRP News
The association of wealth managers is urging the government and the regulator to carry out a six-point plan to reform disclosure requirements in the wake of Priips reforms in the UK.
HSBC net profit rises, structured notes balance up 32.4%
International | Industry
28 Feb 2023 by Summer Wang
The UK bank has reported a profit growth across three main segments in 2022 with the outstanding balance of structured notes going up by 32.4% at year-end.
Vontobel reports CHF10.6bn AM outflows
International | Industry
23 Feb 2023 by SRP News
The Swiss investment company’s results were impacted by clients worldwide staying on the side-lines rather than reinvesting or making new investments in various asset classes during 2022.
BNPP revenues boosted by cross division collaboration, non-equity linked products tripled
International | Industry
07 Feb 2023 by SRP News
The French bank's global markets segment saw ‘very strong rise’ in revenues while the enhanced cooperation between CIB and wealth management paid off in 2022.
Arrivals and departures: top moves of 2022 – Credit Suisse
International | People
12 Jan 2023 by SRP News
As 2023 begins, SRP looks back at the most relevant people moves stories in 2022 highlighting new hires and exits at the main issuers of structured products across markets.
