Tag: Wealth management
SRP in brief: celebrations
International | Products
07 May 2024 by SRP News
This week, we look at the development across three continents, featuring three exclusive quarterly market reviews.
SRP China 2024: WM products not enough to expand adoption
Asia Pacific | Industry
29 Apr 2024 by Jocelyn Yang
Panelists discussed on stage the opportunities in China’s wealth management market, customisation, and the importance of investors’ education to drive growth at SRP China 2024 conference.
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.
Vontobel trading income falls, demand for structured products falters
Europe | Industry
20 Feb 2024 by SRP News
The Swiss investment company reported an outstanding volume of CHF9.6 billion for structured products.
HK’s WMC scheme revamp leaves structured products out for now
Asia Pacific | Industry
06 Feb 2024 by Jocelyn Yang
Despite extending the offering scope to higher risk investments, structured products remain outside its scope for now.
UBS head of structured solutions for Americas exits
International | People
24 Jan 2024 by Summer Wang
The managing director has left UBS global wealth management following 17 year of service at the Swiss bank.
People: MSCI taps EQD veteran to lead Japan
International | People
10 Nov 2023 by Summer Wang
In this week’s roundup, we look at the latest moves at MSCI, Fig Investments, Amundi, Standard Chartered, RBC and SG.
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.