06 Aug 2025
Latest: Kepler Cheuvreux, Halo partner to bolster structured products offering in the Middle East
Also, Calamos autocall ETF delivers strong first distribution; ARK Invest to enter buffer ETF space; Delta Capita acquires DTCC’s Report Hub; J.P. Morgan Mansart launches ESG tracker
28 Jul 2025
Latest: Halo rolls out portfolio tool, Spain’s regulator heightens structured deposit monitoring
New functionality is targeted at advisors seeking to evaluate structured notes, simulate risk and communicate impact.
14 Jul 2025
Latest: iCapital aims big after landing US$820m funding, Halo rolls out new wealth module
Also, Halo expands to deliver holistic portfolios to advisers aligned with client’s unique goals; GenTwo doubles AuS with assetization platform; Eurex expands derivatives suite with first futures on MSCI Korea; and more.
26 Nov 2024
Latest: Unicredit enters Easy Euwax trading segment, Luma enters life insurance space
The German bank continues flexing its financial position to pursue growth in Italy and Europe; Leonteq adds Sharia products; Luma unveils annuities platform; Switzerland’s Atlantic Derivatives rebrands; Halo buys stake at US investment manager.
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17 Jun 2024
Latest: HNWIs show renewed interest in alternatives, structured products
According to new research from Capgemini, wealthy global investors have an increased appetite for private equity, structured products and digital assets in 2024, alongside rising allocations to fixed income.
29 Nov 2023
Latest: FAB, Halo Investing sign MoU to advance structured notes business
US structured products platform Halo Investing has signed a Memorandum of Understanding (MoU) to enhance First Abu Dhabi Bank (FAB) structured notes business ‘on a global scale’.
19 Oct 2023
People: BNPP promotes EQD banker to build up Miami office
In this week’s roundup, we look at the latest moves at BNPP, UBP, Cboe, Halo and SIX Swiss Exchange.
03 Oct 2023
Latest: Cboe, S&PDJI partner to launch new credit VIX
Cboe Global Markets and S&P Dow Jones Indices (S&P DJI) have announced the launch of four new credit volatility indices (Credit VIX) to provide a VIX Index-like measure for credit market volatility.
16 Aug 2023
Litigation: financial advisor's ETN craze cost clients US$11m
A financial advisor who was the principal of an RIA for 21 years racked up more than $11 million in client losses by selling investment products he didn't understand, according to US state regulators.
29 Jun 2023
People: Millenium taps Citi head of EQD data & risk analytics
BNP Paribas pushes one-bank strategy in HK; Millenium bolsters equity portfolio analytics team with former Citi EQD banker; Halo makes changes at the top; Morgan Stanley hires structured products specialist.
21 Mar 2023
Latest: BNPP expands Contineo partnership in Europe
Contineo has onboarded BNP Paribas Wealth Management as a strategic client in Europe.
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30 Jan 2023
SRP in brief: taking shape
In the final week of January, we saw smaller firms poach executives from their larger counterparts, and a Singaporean bank report a huge increase in trading volume of structured products.