Tag: Platforms
SRP Americas Awards: UBS – product mix has adapted to the new rates, risk environment
North America | Industry
21 Nov 2023 by Pablo Conde
The Swiss bank continues to be a leading distributor of structured products in the US market and is on track to increase its market share compared to last year.
CMBI WM debuts digital platform for FCN trades
Asia Pacific | Technology
24 Oct 2023 by Jocelyn Yang
The digital platform offers around 3,000 underlyings across the Hong Kong and US equity markets, enabling wealth management clients to customise desired coupon level, execution price, tenor period, and knock-in and knock-out levels.
Buyside view (Part 2): passive investments with dynamic allocation
North America | Industry
10 Oct 2023 by Pablo Conde
The Connecticut-headquartered advisor has launched a third-party investment platform to provide with access to the same strategies that the RIA uses with its own clients.
SRP Americas 2023: inching towards mainstream
North America | Conferences
09 Oct 2023 by SRP News
Structured products have become the go-to investment solution in the US market in recent years.
BBVA ePricer: one-stop-shop for structured products, adds rates
International | Technology
10 Jul 2023 by Marc Wolterink
The bank’s platform for digital structured products is the first to offer automatic pricing on all asset classes.
SRP Apac 2023: growing need for smaller tickets, higher automation
Asia Pacific | Conferences
18 May 2023 by Summer Wang
Senior executives from two wealth management firm and a technology provider spoke about the increasing need for smaller tickets and higher automation in the region to facilitate the trading of structured products and grow the market at the SRP Apac Conference 2023 held in Singapore on 3 May.
Exclusive: Vontobel adds CLNs to deritrade
International | Products
09 May 2023 by Summer Wang
The Swiss bank has launched credit-linked notes (CLNs) on its deritrade platform to capitalise on rising interest rates and credit spreads.
Leonteq targets Asia EAMs with LynQs platform
Asia Pacific | Technology
27 Apr 2023 by Summer Wang
The Swiss structured products specialist provider has onboarded nearly 70 financial intermediaries, to its issuance platform, and traded over 40 structured products since its debut in Asia last month.
SRP Europe 2023: BBVA adds lifecycle to digital channel
International | Technology
04 Apr 2023 by Pablo Conde
BBVA rolled out its Epricer 4.0, the latest version of the bank’s cross-asset web-based pricing platform for investment products, during this year’s SRP Europe conference.
