Tag: Wealth management
Credit Suisse unveils new plan, structured products unscathed
International | Industry
27 Oct 2022 by SRP News
The Swiss bank’s activity in the global retail structured products market has been halved since the beginning of the year.
Citi’s markets revenues drop due to EQD normalisation
International | Products
17 Oct 2022 by SRP News
The US investment bank’s equity markets revenues were hampered by a reduced activity in derivatives during Q3 2022.
SRP in brief: Asia Pacific in focus
Asia Pacific | Industry
03 Oct 2022 by Amélie Labbe
SRP’s new crypto report is now out! Head to our website to find out more.
Luma: working on getting structured products into the standard processes and flows
International | Technology
07 Sep 2022 by Pablo Conde
Changes in the pricing environment because of interest rate increases and heightened volatility have triggered new products activity as investors look for alternatives to the autocall structure.
HSBC appoints global head of wealth sales
International | People
08 Aug 2022 by Summer Wang
The UK bank has expanded the portfolio of its Apac head of wealth sales who will be in charge of markets & securities services (MSS) within the bank’s wealth client franchise.
Exclusive: Offshore demand for A-shares consistent with China market growth, CICC WM
Asia Pacific | Industry
03 Aug 2022 by Summer Wang
The Chinese wealth manager is capitalizing on demand from offshore structured products investors confident in the long-term growth of the China market.
SRP in brief: coming and going
International | Industry
18 Jul 2022 by Amélie Labbe
Structured product veterans join wealth management specialists while volume and issuance levels in Asia Pacific come under scrutiny.
UBP appoints structured products Asia head
International | People
12 Jul 2022 by Summer Wang
The Swiss private bank is bolstering the senior management of its structured products business following the appointment of Roger Meier from Julius Baer earlier this year.
Citi poaches JPM banker, WM/PB push continues
International | People
23 Jun 2022 by SRP News
The appointment comes at a time when the US banking group has been pivoting towards wealth management as a strategic business line and reshuffling its management team.