Tag: Financial advisers
Buy-side view: negative interest rates aren't off the table
Europe | Products
14 Jul 2021 by Pablo Conde
Product suitability and appropriateness are critical for the buy-side to grow the market and make structured products mainstream.
Dutch appetite for turbos and notes remains low, AFM
Europe | Products
13 May 2021 by SRP News
Investors in the Netherlands prefer investment funds and equities over ETFs, leverage products and notes, according to a study conducted on behalf of the regulator.
Citi Australia expands to meet rising structured products demand
International | Industry
16 Mar 2021 by Summer Wang
The US bank has opened its second Australian wealth hub in Sydney targeting wholesale investors. The move comes as its sales volumes of structured products for February reached a four-year high.
SRP Europe 2021: buy-side case studies - Fusion Asset Management
Europe | Conferences
08 Mar 2021 by Summer Wang
Taras Rybak (pictured), partner and head of investment solutions at the London and Moscow-based asset management firm demonstrates how to offer a value proposition with structured products for end investors.
MB Investment products looks to fill UK structured deposit gap
Europe | Products
17 Feb 2021 by Pablo Conde
The UK firm has launched a structured deposits range following Investec’s decision to exit the retail market.
Buyside view: size matters
Europe | Industry
11 Nov 2020 by Pablo Conde
UK based Fusion Asset Management is promoting structured products as another component of an active management investment toolbox.
Tricio: former AmEx Bank colleagues launch new advisory firm
Europe | Industry
06 Nov 2020 by Pablo Conde
Three senior investment professionals with international private banking experience have joined forces to form a new advisory firm in the UK.
European trade body partners with UK specialist provider in push to train advisers
International | Regulations & Legal
08 Oct 2020 by Pablo Conde
Feifa teams up with UK specialist structured products provider Idad in a move to help advisers increase their knowledge of structured products.
Raymond James misses the mark
North America | Industry
06 Aug 2020 by Lavanya Nair & Pablo Conde
The US regional broker-dealer took a 34% hit in its third quarterly net income (US$172m) compared to the same period a year prior.
