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Wealth management

Market
SRP Americas 2025: standardisation prompts growth among advisors

6h

SRP Americas 2025: standardisation prompts growth among advisors

Buy-side participants discussed the strategies of using structured products in portfolio construction at the SRP Americas 2025 conference held in Scottsdale, Arizona this week.

Market
Goldman, T. Rowe Price partner to develop retirement and wealth strategies

08 Sep 2025

Goldman, T. Rowe Price partner to develop retirement and wealth strategies

The partnership is aimed at delivering new target-date strategies that integrate private market investments from Goldman Sachs by mid-2026.

Market
Merrill, BofA target UHNW clients with alts offering

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.

People
UOB elevates Thailand WM head

13 Aug 2025

UOB elevates Thailand WM head

The structured product veteran has spent most of his career working for US and Singaporean banks, spanning over 25 years across various regions.

Market
StanChart posts double-digit growth in structured products sales in Asia

15 Jul 2025

StanChart posts double-digit growth in structured products sales in Asia

The British bank sees investors’ risk appetite divided following the heightened market volatility triggered by the US tariffs in early April.

Market
SRP China 2025: QIS gains visibility in low rates environment

25 Jun 2025

SRP China 2025: QIS gains visibility in low rates environment

Panellists shared the growing attention on QIS in China at the SRP China 2025 conference in Shanghai last week.

Products
Amundi BOC WM debuts shark fin structures in China

24 Jun 2025

Amundi BOC WM debuts shark fin structures in China

The first foreign majority-owned wealth management company in China has entered the structured wealth management product market, launching index-linked tranches.

Market
SRP China 2025: towards simpler, more transparent structured products

23 Jun 2025

SRP China 2025: towards simpler, more transparent structured products

Panellists at the Structured Products and Wealth Management panel discussion during the SRP China 2025 conference in Shanghai last week discussed the role of structured products in China’s wealth management market.

Market
SRP Apac 2025: implementing systematic strategies for structured products

12 Jun 2025

SRP Apac 2025: implementing systematic strategies for structured products

Private banks and wealth clients are the biggest drivers of custom indices in the Apac region, according to panellists at the SRP Asia Pacific Conference 2025 in Hong Kong on 10 June.

Market
SRP Apac 2025: a tale of two cities - structured products in Asia’s wealth management hubs

11 Jun 2025

SRP Apac 2025: a tale of two cities - structured products in Asia’s wealth management hubs

Buy-side panellists discuss investors' preferences, product demand and market nuances between Hong Kong SAR and Singapore at the SRP Asia Pacific 2025 conference in Hong Kong this week.

Market
DBS net profit up 10%, structured products sales remain strong

13 Feb 2025

DBS net profit up 10%, structured products sales remain strong

The Singaporean bank recorded an 11% growth in net profit for the full year, as structured product issuance remained strong in Taiwan.

Market
SRP in brief: at a discount

13 Jan 2025

SRP in brief: at a discount

Discount certificates, the latest people moves, market reviews, and more from SRP’s newsdesk.