From Causeway Securities’ acquisition, listed activities updates across European exchanges, to people moves in Asia, here’s the weekly news cap brought by SRP news desk.
SRP exclusively reported that British investment firm Causeway Securities has acquired Levendi Investment Management, the independent structured products investment advisory boutique behind one of the most successful funds of structured products in the UK - the Levendi Thornbridge Defined Return Fund.
Meanwhile, Ireland’s largest provider of wealth management and investment banking services, Davy, has partnered with BNP Paribas to launch an ESG-themed structured note. Denominated in Euro, the three-year product structured as an at the money (ATM) call, linked to the performance of the Eurostoxx 50 ESG (SX5EESG) with a cap (maximum return) set at +20.32%.
In Switzerland, turnover for structured products reached CHF56 billion (US$69.7 billion) for Q2 2025, according to the latest figures of the Swiss Structured Products Association (SSPA).
Swiss fintech provider GenTwo and Cincinnati, Ohio-based Luma Financial Technologies have launched a strategic partnership in AMCs, which is expected to go live in Q4 2025.
Boerse Stuttgart recorded a total turnover of €8.1 billion for August, 12.71% lower than the previous month. Structured products made up the largest share with transactions around €3.3 billion, followed by leverage products at €2.6 billion, while investment products were at €646m.
During the same month, some 32,041 structured products went listed across Euronext exchanges, down 15% month-on-month, but up 1.8% year-on-year.
Dutch wealth manager Van Lanschot Kempen (VLK) logged a nine percent decline in its net profit for H1 2025 from the prior-year period, but noted “sufficient demand for structured products” from its clients.
In a first for Asia, Singapore’s ICH Asset Management has rolled out an open-ended fund investing in autocallable notes wrapped in a variable capital company (VCC) sub-fund with plans for tokenisation.
Bangkok-based Krungthai Bank has seen its sales volumes on FX-linked products soaring to THB7.2 billion (US$223m) between January and July, 9.3x from last year’s same time.
Veteran structurer Ahmad Chaudry has relocated to Dubai from Hong Kong SAR taking up a new global role at boutique wealth manager Klay Group after over a decade with UBS.
Vivienne Chia, global head of investment solutions group at Bank of Singapore, has resigned from the private bank. Her successor is yet to be announced.
American insurer Securian Financial has entered the individual annuity market’s fastest-growing segment with the launch of AccumuLink Advance, a registered index-linked annuity (Rila), following the initial filing on the SEC in February.
In a report released by Wink, American Equity’s IncomeShield 10 was the best-selling fixed index annuity product for all channels combined for the third consecutive quarter. Meanwhile, Equitable’s Structured Capital Strategies Plus 21 kept its crown as the best-seller in Rila for the fifth consecutive quarter.
Merrill Wealth Management and Bank of America Private Bank have launched the Alts Expanded Access Program, an initiative tailored for ultra-high-net-worth (UHNW) clients with a net worth of US$50m or more.
Mexican bank Banco Azteca has launched its maiden structured deposits linked to the USD/MXN, targeting at institutional investors, pension funds, insurance companies and wealth managers with a conservative risk profile.
In the equity-linked warrants segment, US broad-based ETFs and Nvidia stock were the most popular underlying assets in Mexico for H1 2025.
Grayscale Investments, the world’s largest digital asset investment platform, has unveiled the Grayscale Ethereum Covered Call ETF (Ticker: ETCO), which is designed to offer income-generating opportunities for investors seeking exposure to Ethereum.
Last but not least, we look at the barrier risk through two of the most significant single-stock underlyings in the structured products market - Nvidia and Roche in the latest analysis piece.
The objective of the analysis is to highlight how the barrier positioning and Greek exposures differ between a high-volatility growth stock and a defensive blue-chip stock.
Tags: in brief, roundup
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