Tag: Automation
Vontobel: towards pure-play buy-side
International | Products
14 Sep 2021 by Pablo Conde
The Swiss bank has rejigged its platforms and services unit for financial intermediaries as it continues to transition towards a buy-side set up.
Halo: structured products can be a very elegant solution
North America | Technology
04 Aug 2021 by Lavanya Nair
The US multi-issuer structured products platform entered the annuities space earlier this year as a natural evolution following the initial launch of its structured notes platform and expansion into buffered ETFs.
SRP Apac Awards 2021: Barclays capitalises on Japan's Uridashi revival
Asia Pacific | Industry
07 Jul 2021 by Summer Wang
Barclays Bank has stood out as the Best House, Japan at the SRP Apac Awards 2021, which were announced on 16 June.
Simon: any unfamiliar tool will take time for advisors to adopt
North America | Technology
21 Jun 2021 by Lavanya Nair
The US multi-dealer platform is expanding its coverage of the indexed annuities market amid a renewed surge of interest during 2020.
Leonteq: ‘beauty contest’ model fits Mifid best execution requirements
International | Technology
08 Jun 2021 by Pablo Conde
The Swiss structured products specialist firm is taking RFQ to the next level as the focus shifts to the buy-side.
Swiss investment manager acquires LinkedTrade platform
International | Technology
20 May 2021 by Pablo Conde
The Swiss group is seeking to expand its investment solutions offering and technology edge as it enters structured products market.
Fintech view: disaster recovery plans were never tested as they were this year
North America | Technology
23 Nov 2020 by Pablo Conde
US technology provider Numerix remains a top global player of risk management tools and analytics to the structured products market.
Fintech view: automation puts pressure on the middleman
International | Technology
23 Oct 2020 by Pablo Conde
New products at the forefront of passive investing such as actively managed certificates (AMCs) are opening new opportunities for technology providers.
EFG, Singapore fintech to develop structured products platform
International | Technology
14 Oct 2020 by Summer Wang
Singaporean fintech company Hashstacs (aka Stacs) and EFG Bank, the Swiss private banking arm of EFG International, have partnered to co-develop a blockchain platform aimed at simplifying processes around the transaction of structured products.