Tag: NewEdge Wealth
SRP in brief: keep on moving
International | Industry
04 Mar 2024 by SRP News
In a week that saw SRP track several high-profile appointments, Absa expanded its Shariah-compliant structured products offering to Kenya, while China’s CITIC listed its first derivative warrants on HKEX.
NewEdge revisits SMA underlying portfolio as Russell 2000 goes up
North America | Products
26 Feb 2024 by Summer Wang
The US independent financial advisor with US$8.6 billion AuM has re-launched its structured note income portfolio (SNIP) to capitalise on the Russell 2000 rally through a separately managed account (SMA).
SRP in brief: staying on the sidelines
International | Industry
16 Oct 2023 by SRP News
In a week which saw the rugby world cup coming a step closer to its much-anticipated conclusion, SRP dived into the US retirement space whilst also providing overviews of the Belgian, Swiss, and South African markets.
Buyside view (Part 2): passive investments with dynamic allocation
North America | Industry
10 Oct 2023 by Pablo Conde
The Connecticut-headquartered advisor has launched a third-party investment platform to provide with access to the same strategies that the RIA uses with its own clients.
Buyside view: from brokerage to advisory – shifting the focus
North America | Industry
09 Oct 2023 by Pablo Conde
US advisory firm NewEdge is implementing a new approach to investing in structured notes and creating managed investment strategies using these products.
Latest: US advisory launches third party investment solutions platform
International | Industry
10 Aug 2023 by Summer Wang
In this week’s roundup, we also look at Spectrum Markets’ performance in Q2, the acquisition of Bank Degroof Petercam, and HK-listed structured product activity in July.
