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.
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.
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.
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.
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.
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.
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.
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.
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.
