Tag: Buy-side
SRP Americas Awards 2024: Merrill broadens issuer partners, set to hit US$14bn sales
North America | Products
19 Nov 2024 by Summer Wang
The wealth manager arm of Bank of America (BofA) expects to further increase its custom structured note offerings from third-party issuers in 2025.
SRP Americas Awards 2024: Raymond James logs US$5.6bn sales as ‘internalisation’ continues
North America | Industry
05 Nov 2024 by Summer Wang
A recent partnership with a valuation and analysis start-up founded by former Morgan Stanley executives has strengthened the annualised sales which represented a growth of over 50%.
Buy-side view: changes to product mix influencing investment choices
Europe | Technology
25 Jul 2024 by Pablo Conde
French fintech platform Aydo assesses its structured products activity during the first half of the year with insights into the new structures added to the product mix as investors take advantage of the current pricing environment.
SRP Europe 2024: matching investor needs with manager's market views
Europe | Industry
28 Mar 2024 by Summer Wang
On the second day of the SRP Europe 2024 Conference, a senior structurer and a portfolio manager exchanged their views on popular strategies and investor behaviour.
Buy-side view: portfolios are better off with at least 25% of structured products
Europe | Products
07 Mar 2024 by Pablo Conde
Activity in the UK structured products market continues to pick up after years of subdued inertia.
IVM Markets (part 2): towards self-service, personalisation
International | Industry
06 Dec 2023 by Pablo Conde
The UK fintech is making inroads into the structured products markets with its SaaS platform via multi-issuer platforms and seeking to capitalize on the market’s shift towards customization.
IVM Markets – advancing the pre-auction process
International | Industry
05 Dec 2023 by Pablo Conde
The UK based fintech is seeking to leverage artificial intelligence to bring further optimisation to the relationship between issuers and distributors.
SRP Americas Awards 2023: Stifel - technology supports advisor growth
North America | Conferences
26 Oct 2023 by Pablo Conde
Stifel won the Best Structured Product Technological Solution USA award at the SRP Americas Conference 2023, in Chicago on 27 September.
FinIQ: focus on connectivity, US$35bn traded in 2022
International | Technology
22 Mar 2023 by Pablo Conde
The volumes going through the platform in January 2023 were comparable to January 2021 which is an indication that activity has picked up.
