05 Sep 2025
Merrill, BofA target UHNW clients with alts offering
Merrill Wealth Management and Bank of America Private Bank have announced the launch of the Alts Expanded Access Program, a new initiative tailored for ultra-high-net-worth (UHNW) clients with a net worth of US$50 million or more.
02 Sep 2025
Latest: Luma adds AMC capabilities, BofA joins Swiss association
GenTwo and Luma Financial Technologies have launched a strategic partnership; Vontobel enters Easy Euwax trading segment; SSPA’s benchmark index for structured products goes live; and more.
29 Aug 2025
BofA: stagnant 0DTE market share for Mag 7
Bank of America (BofA) has expanded its research on zero day to expire (0DTE) options to cover indices and exchange-traded funds (ETFs) as well as the SPX.
06 Mar 2025
Exclusive: BofA names head of Apac derivatives distribution
The executive will take over the sales responsibilities covered by the previous head of Apac derivatives sales and structuring.
10 Feb 2025
Latest: BofA licences new SIX decrement indices
Also: Janus Henderson and LinkedTrade open new offices and a law firm on the lookout for investment losses caused by Stifel
19 Nov 2024
SRP Americas Awards 2024: Merrill broadens issuer partners, set to hit US$14bn sales
The wealth manager arm of Bank of America (BofA) expects to further increase its custom structured note offerings from third-party issuers in 2025.
02 Oct 2024
New AI custom indices debut in US index annuity market
Security Benefit has introduced a fixed index annuity (FIA) tracking two artificial intelligence (AI)-powered indices by Société Générale and Bank of America.
14 Jun 2024
Natixis taps Bofa's Apac EQD distribution head
The equity derivatives structuring veteran relocated from Singapore to Hong Kong SAR to take a new job with the French bank.
12 Jun 2024
SX5E: SG favours long put spreads, BofA eyes V2X futures
The Eurostoxx 50 Index (SX5E) is providing new opportunities, according to the latest equity derivatives research.
31 May 2024
Product wrap: Goldman, UBS eye basic resources in France
In this week’s wrap we look at a selection of structured products with strike dates between 26 May and 1 June 2024.
07 May 2024
SRP in brief: celebrations
This week, we look at the development across three continents, featuring three exclusive quarterly market reviews.
02 May 2024
BofA: tactical diversification can help with macro shifts
Bank of America (BofA) has 14 indices referenced in the US annuity market with nearly US$24 billion in assets.