Tag: Multi-dealer platform
Exclusive: former Vontobel head rolls out MIP targeted at EAMs
International | Industry
07 Dec 2020 by Summer Wang
Hong Kong-based Goldhorse Capital Management today has launched Extramile, its new multi-issuer structured product platform (MIP), which will leverage on its ability as an independent intermediary to bring bargaining power to external asset managers (EAMs).
Luma: new business helps drive volumes to all-time highs
North America | Features
10 Jul 2020 by Lavanya Nair & Pablo Conde
The rapid evolution of fintech has bridged the gap in awareness, education and communication between advisers and clients. This digital wave has emerged victorious amid the current Covid-19 pandemic, boosting structured products adoption.
Exclusive: Leonteq Hong Kong head departs
Asia Pacific | People
09 Jul 2020 by SRP News
The Swiss firm is reviewing its local management set-up and will announce new appointments in due course.
SIMON collaborates with Raymond James on annuities, Leonteq adds white label partner
International | Products
30 Apr 2020 by SRP News
SIMON Markets and Raymond James Financial have reached an agreement to bring SIMON’s end-to-end digital platform for annuities to Raymond James’ 8,000 plus advisor force.
Leonteq, Halo expand partnership networks
International | Technology
23 Apr 2020 by Lavanya Nair & Pablo Conde
The Swiss structured investments provider has onboarded South Africa’s Rand Merchant Bank under a collaboration agreement for the manufacturing and distribution of structured investment products. Over in the US, Halo will provide access to structured notes to fee-based insurance provider RetireOne.
SIMON Markets expands digital footprint
North America | Technology
02 Apr 2020 by Lavanya Nair & Pablo Conde
The US multi-dealer platform has collaborated with Insurance Technologies to bolster its annuities business.
Stropro: the new kid on the block
Asia Pacific | Technology
10 Mar 2020 by Pablo Conde
The recently-launched multi-dealer platform gains traction with HNWIs, family offices and advisers in Australia as it continues to build up its team and the platform’s capabilities and offering with the aim of disrupting the private banking channel in the country.
Santander deploys Bloomberg DLIB for real-time pricing
International | Technology
19 Feb 2020 by Pablo Conde
The Spanish bank seeks to align its position in the structured products market with its European market cap profile.
View from the top: platforms are helping with ‘product push’ approach
International | Features
04 Feb 2020 by Pablo Conde
Luma Financial Technologies has bolstered its platform infrastructure via a partnership with French fintech firm LexiFi. SRP spoke to president and CEO Tim Bonacci (pictured) about the added value of Lexifi’s core derivative technology, the scope to grow the platform’s client base on the back of the expanded capabilities, the evolution of the US markets’ platform space.