Tag: Luma
Industry has shown resilience, now it is at an inflection point
International | Technology
29 Apr 2021 by David Wood - Luma Financial Technologies
Over the last few years, the structured product industry has responded well to regulatory and transformational change.
Industry has shown resilience, now it is at an inflection point
International | Expert View
29 Apr 2021 by David Wood - Luma Financial Technologies
Over the last few years, the structured product industry has responded well to regulatory and transformational change.
People: former Barclays US head joins direct indexing specialist
International | People
20 Apr 2021 by SRP News
Johnny Wu, former cross-asset solutions head at Barclays in New York, has joined the board of Optimal Asset Management, an SEC-registered investment advisor and manager of US$2.4 billion in custom portfolios assets.
SRPInsight issue 3 - Building blocks for portfolio construction
International | Industry
15 Apr 2021 by SRP News
SRPInsight Issue 3 is hot off the press and ready to download.
Latest: BNPP doubles down on Exane, platforms expand their reach
International | Industry
22 Mar 2021 by SRP News
After a 17-year partnership, BNP Paribas is looking to acquire up to 100% of Exane, raising its stake from the 50% currently held.
SRP Europe 2021: moving past the pandemic
Europe | Conferences
03 Mar 2021 by Summer Wang
European structured products industry leaders discussed the lessons taken from 2020, how the market is adapting their offering and the key trends around pay-offs, underlyings and technology in 2021.
Latest: Goldman rolls-out Marcus Invest platform
International | Industry
18 Feb 2021 by SRP News
Goldman’s Marcus Invest robo-advisory platform comes to life; Luma expands Latam coverage; and more.
SRP America 2020: strategies for Latin American markets
Latin America | Industry
18 Sep 2020 by Summer Wang & Pablo Conde
Latin America remains an attractive growing space for the structured products industry as markets begin to expand beyond the high-net-worth individuals (HNWIs) segment and build a retail marketplace.
People: former CS bankers join Brazil’s XP to launch wealth business, Luma eyes Latam
International | People
14 Sep 2020 by SRP News
Brazil’s XP moves to tap domestic private banking market; Luma Technologies boosts ranks in Latam expansion; Barclays names co-heads of global equities within the markets division; and more.
