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Tag: Wealth management

Goldman appoints head of the third-party wealth business
North America | People
18 Sep 2023 by SRP News

The US bank has launched an RIA ‘go-to-market’ strategy as it redoubles its efforts to serve this segment of the US market.

Goldman appoints head of the third-party wealth business
Citi EQD revenues hampered by low volatility
International | Industry
09 Aug 2023 by Jocelyn Yang & Summer Wang

The US investment bank’s markets business experienced a decline in equity derivatives in Q2 2023.

Citi EQD revenues hampered by low volatility
EAM Hywin launches megatrends suite on Leonteq indices
Asia Pacific | Products
07 Aug 2023 by Summer Wang

The structured notes offer exposure to five mega trends through Leonteq’s indices and one ETF as Hywin International continues its thematic push.

EAM Hywin launches megatrends suite on Leonteq indices
UBS unveils new management team, elevates head of global markets Americas
International | People
16 May 2023 by Pablo Conde

UBS has announced a new operating model and leadership team following the acquisition of Credit Suisse which will operate alongside UBS and its business divisions, functions and regions under UBS Group.

UBS unveils new management team, elevates head of global markets Americas
Citi reports reduced EQD activity, investment product revenue headwinds
International | Industry
19 Apr 2023 by SRP News

The US investment bank’s markets business encountered its third best quarter in a decade, despite reduced client activity in equity derivatives.

Citi reports reduced EQD activity, investment product revenue headwinds
Goldman appoints global head of equity structured products, adds to WM
International | People
13 Apr 2023 by SRP News

The US bank has reorganised its equities team and appointed a new global head of equity structured products.

Goldman appoints global head of equity structured products, adds to WM
UK WM association sets out Priips plan
Europe | Regulations & Legal
15 Mar 2023 by SRP News

The association of wealth managers is urging the government and the regulator to carry out a six-point plan to reform disclosure requirements in the wake of Priips reforms in the UK.

UK WM association sets out Priips plan
HSBC net profit rises, structured notes balance up 32.4%
International | Industry
28 Feb 2023 by Summer Wang

The UK bank has reported a profit growth across three main segments in 2022 with the outstanding balance of structured notes going up by 32.4% at year-end.

HSBC net profit rises, structured notes balance up 32.4%
Vontobel reports CHF10.6bn AM outflows
International | Industry
23 Feb 2023 by SRP News

The Swiss investment company’s results were impacted by clients worldwide staying on the side-lines rather than reinvesting or making new investments in various asset classes during 2022.

Vontobel reports CHF10.6bn AM outflows

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1 18 Sep 2023
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2 19 Sep 2023
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( )

Latest News

Barclays: QIS have become a critical part in the longer dated space
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