Tag: Wealth management
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.
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.