Tag: Customisation
UBS: the retirement space remains a challenge for the industry
Europe | Features
28 Mar 2024 by Pablo Conde
Pension and life insurance providers of long-term investments and solutions are increasingly looking at structured products to deliver alternatives as traditional products struggle to meet the needs of retirement investors.
Hilbert enters French, UK retirement sectors
Europe | Products
22 Mar 2024 by Pablo Conde
The UK/French boutique is leveraging the “moving parts” of structured products to move in the pension space.
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.
Morningstar begins year on a high, seeks to capitalise on shift towards customisation
International | Indices
12 Jan 2023 by Pablo Conde
The index provider has seen its footprint in the structured products market increasing significantly since the beginning of 2022.
Qontigo: customisation and technology are at the core of our strategy
Europe | Conferences
07 Jun 2022 by Pablo Conde
Qontigo won the Index of the Year award in this year’s SRP Europe conference with a joint submission with French financial intermediary firm Silex on the Euro iStoxx Ocean Care 40 index.
FNZ: long-term open-ended structures require specialised expertise
International | Technology
16 Nov 2021 by Pablo Conde
Investment banks and asset managers are adopting new technology to respond to demand for structured products and customisation in the long-term savings and retirement space.
Hang Seng Bank debuts customised ELI with US equity underlyings
Asia Pacific | Products
20 Oct 2021 by Summer Wang
In a first for the Hong Kong market, Hang Seng Bank has introduced equity-linked investments (ELI) linked to US stocks for retail investors with a minimum ticket of HK$100,000 (US$12,861).
SRP Europe 2021: case studies – Julius Baer on customisation
Europe | Conferences
16 Mar 2021 by Lavanya Nair
The head of tailored solutions and external sales, structured products at Julius Baer Mauro Aversano (pictured) joined as a panelist during SRP’s flagship Europe conference to discuss the role of the financial services firm in delivering a more unique set of structured products to the industry.
SRP Europe 2021: empowering investors with customisable structured products
Europe | Industry
10 Mar 2021 by Lavanya Nair
Tom Lovett (pictured), the chief commercial officer at FNZ Group, discussed the role of the financial services firm in delivering a more unique set of structured products to the industry during a presentation at SRP’s flagship Europe virtual conference held last week.
