Latest news with #structuredproducts
Yahoo
5 days ago
- Business
- Yahoo
Kepler Cheuvreux and Halo Investing Join Forces to Expand Structured Products Offering in the Middle East; First Abu Dhabi Bank Will Become an Anchor Participant
CHICAGO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Kepler Cheuvreux Solutions, the investment solutions division of Kepler Cheuvreux and Europe's leading independent provider of tailor-made investments, and Halo Investing (Halo), the award-winning platform for protective investment solutions, are pleased to announce a strategic partnership to jointly develop and distribute structured products across the Middle East. First Abu Dhabi Bank (FAB), the region's largest financial institution, will act as anchor participant in this initiative. This alliance marks a major step in delivering innovative, transparent, and customised investment solutions to financial institutions, wealth managers, and family offices in the region. By combining Kepler Cheuvreux's expertise in structuring solutions and global market access with Halo's industry-leading digital platform and client-centric technology, the partnership aims to reshape how structured products are designed, priced, and delivered in the Middle East. First Abu Dhabi Bank, the UAE's global bank and one of the world's largest and safest financial institutions, is joining as a key client and anchor participant. As an early adopter and strategic client, FAB will benefit from enhanced product customisation, improved pricing transparency, and seamless digital access through Halo's platform, powered by Kepler Cheuvreux's global structured solutions capabilities. 'We are excited to join forces with Halo,' said Jean-Pierre ANÉ, Deputy CEO, In charge of Business Development at Kepler Cheuvreux. 'Their technology and global reach perfectly complement our structured solutions and capital markets expertise. Together, we can offer our clients in the Middle East a seamless experience, with enhanced access to tailor-made investment solutions.' 'Partnering with Kepler Cheuvreux underscores our mission to democratize access to institutional-grade protective investments,' added Matt Radgowski, CEO of Halo. 'The Middle East is a dynamic and fast-growing market, and we're excited to deliver scalable, tech-forward solutions that help investors build resilient, risk-aware portfolios that meet the evolving needs of investors in the region.' The partnership will focus on leveraging each firm's strengths to deliver a full suite of services, including idea generation, product engineering, lifecycle management, and post-trade reporting, all backed by local market understanding and regulatory insight. Kepler Cheuvreux DIFC Branch is regulated by the Dubai Financial Services Authority ('DFSA'). This communication is intended solely for Professional Clients and Market Counterparties as defined by DFSA rules. It is not intended for distribution to retail clients, who should not act on this information. About Kepler Cheuvreux Kepler Cheuvreux is a leading independent European financial services company that specialises in Research, Execution, Fixed Income and Credit, Structured Solutions, Corporate Finance, and Asset Management. The group employs over 650 people and is present in 14 major financial centres in Europe, the US, and the Middle East: Amsterdam, Brussels, Dubai, Frankfurt, Geneva, London, Madrid, Milan, New York, Oslo, Paris, Stockholm, Vienna, and Zurich. Group key figures: 1st independent European equity broker. 1st Equity Research coverage in Continental Europe. 1st Country Broker and Research (Extel 2025). Leading European independent provider of tailor-made investments. 14 major financial centres in Europe, the US, and the Middle East. +650 employees. +1,300 institutional clients. For more information, please visit: About Kepler Cheuvreux Solutions A division of Kepler Cheuvreux, Kepler Cheuvreux Solutions is the independent European leader for research, design and commercialisation of tailor-made structured investment solutions. Being part of the Kepler Cheuvreux Group enables the business line to place Research at the heart of its offering and to benefit from the critical size of a major player in financial services in Europe. Created in 2011, this business line – based in Paris, Geneva and Zurich – now employs more than 60 experienced professionals, one third of whom are financial engineers. The team embodies five fundamental values to serve their clients: creativity, adaptability, independence, cohesion, and stability. For more information, please visit: About Halo Founded in 2015, Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with an office in Abu Dhabi, Halo is democratizing access to investment solutions, including Structured Notes and annuities, that were previously unavailable to most investors. Halo has received a growing number of honors and was recently named one of Fast Company's Ten Most Innovative Companies. For more information, please visit: Contacts Gregory FCA for Halo InvestingErin Jacob(609) 774-7898HaloPR@ Vincent Martin-DelahayeGroup Marketing & Communication OfficerTel: +33 1 70 98 85 04vmartin-delahaye@ media@ in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
07-07-2025
- Business
- Globe and Mail
DelphX Announces Closing of Non-Brokered Unit Private Placement
Toronto, Ontario--(Newsfile Corp. - July 7, 2025) - DelphX Capital Markets Inc. (TSXV: DELX) (OTCQB: DPXCF) (" DelphX"), a leader in the development of new classes of structured products for the fixed income market, announces that it has closed on a non-brokered private placement of 2,540,000 units (the "Units") at a subscription price of C$0.06 per Unit, for gross proceeds of C$152,400 ("the Offering"). Each Unit consists of one common share ("Common Share") and one Common Share purchase warrant ("Warrant"). Each Warrant entitles the holder to purchase one Common Share at a price of $0.08, for a period of two years from the date of issuance. The Offering has been conditionally accepted by the TSX Venture Exchange, and completion of the Offering is subject to the fulfilment of certain customary requirements and final acceptance by the TSX Venture Exchange. The securities issued pursuant to the Offering will be subject to a hold period of four months plus one day from the date of issuance. DelphX intends to use the net proceeds from the Offering in connection with general corporate purposes. About DelphX Capital Markets Inc. DelphX is a technology and financial services company focused on developing and distributing the next generation of structured products. Through its special purpose vehicle Quantem LLC, the Company enables fixed income dealers to offer new private placement securities that provide mitigation of spread and capital charge losses when downgrades occur, while allowing for attractive returns. The new DelphX securities will enable dealers and their qualified institutional investors (QIBs) accounts to competitively structure, sell and make markets in: Collateralized put options (CPOs) that provide secured rating downgrade protection for underlying corporate bonds; Collateralized reference notes (CRNs) that enable investors to take on a capped rating downgrade exposure of an underlying security in exchange for attractive returns. All CPOs and CRNs are fully collateralized and held in custody by US Bank. CPOs and CRNs are proprietary products created and owned by DelphX Capital Markets. Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
Yahoo
01-07-2025
- Business
- Yahoo
Calamos Launches First Autocallable ETF
The future is autocalling. And alternatives manager Calamos is ready for it, pioneering an autocallable ETF that began trading last week. It's the first ETF of its kind, providing monthly income via a coupon tied to equity markets rather than bonds, according to a release. The Calamos Autocallable Income ETF (CAIE) enters into swap agreements with JPMorgan and tracks the MerQube US Large Cap Vol Advantage Autocallable Index. The fund climbed 1.5% from Wednesday, its first day of trading on the NYSE Arca, through Friday afternoon. 'It replicates some of what structured notes do, and that space has grown tremendously,' said Matt Kaufman, the company's head of ETFs. 'All the boats have risen with the tide. I think that's going to happen with autocallables as well.' READ ALSO: ETFs Built On Tax Advantage Draw Congressional Scrutiny and ETF Investors Lured to AI, Crypto, Fintech The arrival of autocallables — structured products that are automatically redeemed when certain conditions, such as the underlying asset reaching a specified value, are met — further broadens the spectrum of ETF products. Calamos is betting on autocallables reaching the same level of popularity as buffer ETFs and structured annuities, said fund uses a laddered structure in which different notes have different maturity dates, staggered weekly. Kaufman said the product is ideal for investors who want a high-risk, high-reward, regular income option without the reinvestment risk that comes with single-note autocallables. 'A lot of advisors today who are buying autocallable notes, those notes can get called away … and then you have to go shopping again. You have to reinvest your proceeds,' Kaufman said. 'All of that goes away when you build a laddered version of this inside of an ETF.' CAIE's MerQube index is tied to $3 billion in JPMorgan structured notes, Kaufman added, giving investors exposure to the roughly 52 laddered autocalls inside the fund. According to recent data: Autocallable structured notes made up more than $104 billion in issues last year, according to Calamos. Derivative income funds and covered-call strategies saw $39 billion in net inflows, pushing total AUM to $114 billion, per Morningstar. Having Faith. Vinit Srivastava, the co-founder and CEO of MerQube, said the diversified aspect of index-based autocalls reassures investors that their investments will generate returns. 'As the market is changing, we think option-linked ETFs will keep growing,' he added. 'Things that people did not consider, like [autocallables], to be in their portfolio, they will see more of that going forward.' This post first appeared on The Daily Upside. To receive exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators, subscribe to our free ETF Upside newsletter.
Bloomberg
01-07-2025
- Business
- Bloomberg
UniCredit to Offer BlackRock Bitcoin ETF-Linked Product for Some Clients
UniCredit SpA will offer its professional clients a structured product tied to BlackRock Inc. 's iShares Bitcoin Trust ETF that features full protection against losses, as European banks seek new ways to tap into appetite for digital assets. The bank plans to issue a five-year, dollar-denominated investment certificate linked to the iShares Bitcoin Trust ETF which will offer a 100% capital protection at maturity, according to an internal memo seen by Bloomberg News and confirmed by the bank.
South China Morning Post
15-06-2025
- Business
- South China Morning Post
Standard Chartered sees affluent clients putting more money to work in Hong Kong
Wealthy people are increasingly drawn to structured products and diversified investments in light of market uncertainty, according to Standard Chartered Bank 's Eliza Law , who sees affluent clients putting more money to work in Hong Kong 'Our clients' interest in investing has grown,' Law, managing director and head of affluent segment and distribution, wealth and retail banking at Standard Chartered Hong Kong, said in a briefing on Thursday. 'They are keen to enhance their investment knowledge and gain access to unique products.' First-quarter data from Standard Chartered showed the number of clients who moved up the ladder from other segments to the private-priority tier – those with assets worth more than US$1 million – surged 45 per cent from a year earlier. Other segments include priority banking, for clients with more than US$100,000 in assets, and premium banking, for those with more than US$25,000 in assets. This client 'up-tiering' contributed to the bank's double-digit growth in the first quarter from a year ago, Law said. That trend would be a 'key source' for the bank to meet its ambitious goal of attracting US$200 billion in global wealth-management business from newly affluent people in the next five years, she added. Greater interest in diversified investing and higher-return products, compared with time deposits, reflect how affluent clients are dealing with current economic challenges and global trade tensions. Law said Standard Chartered offered a range of highly sophisticated products that catered to professional investors within the bank's private-priority segment. The sales volume of these products grew 2.4 times from 2023, driven by certain principal-protected structured products linked to equities and interest rates.
