Tag: Wealth management
People: Former Barclays head joins managed services provider
International | People
03 Aug 2021 by SRP News
UK managed services firm Delta Capita has appointed James Baker as chief business development officer for structured retail products at its London office.
HSBC (part 2): some product variations are more unique to wealth customers
International | Products
02 Jul 2021 by Pablo Conde
Philip Kurtenbach, global head of wealth structured products at HSBC Wealth & Personal Banking, talks about balancing out risk and complexity, the role of technology in expanding the market and improving processes, and the bank’s short-term plans and focus.
HSBC: Covid has accelerated customer sophistication
Asia Pacific | Products
01 Jul 2021 by Pablo Conde
HSBC has had a busy 2021 on a number of fronts.
Vontobel partners with WealthTech provider to expand MIP reach
International | Technology
24 Jun 2021 by SRP News
The Swiss bank is seeking to expand the reach of its structured products platform and facilitate the integration of structured products into the advisory process of relationship managers.
China Market Review, April 2021: transition continues
Asia Pacific | Market Reviews
26 May 2021 by Petya Damyanova
Two hundred fifty-nine products worth an estimated CNY30.6 billion (US$4.7 billion) were added to SRP China database in April.
Scotiabank: adding corporate commitment to traditional ESG indicators
International | Products
12 May 2021 by Lavanya Nair
The Mexican arm of the Canadian investment bank has rolled out its first MXN-denominated structured note linked to the IndexAmericas, a corporate sustainability index developed by the Inter-American Development Bank (IDB) and commercialised by BNP Paribas.
Citi’s MAG co-head shifts to buy-side
International | People
19 Apr 2021 by SRP News
The US bank has announced a series of senior roles with global responsibilities in the Citi global wealth management team.
China Merchants Bank cuts deposit issuance
Asia Pacific | Industry
15 Apr 2021 by Summer Wang
The balance of structured deposits has dropped 48.2% to CNY267 billion (US$40.9 billion) as at the end of 2020 year-on-year (YoY) as the Chinese commercial bank scaled-down its issuance.
Goldman taps UBS in PWM push
International | People
09 Apr 2021 by Pablo Conde
The US bank has poached a senior private banker from UBS as it moves to target key families in the Middle East.