SRP AMERICAS
SRP Americas 2022: platforms have allowed small firms to scale Multi-dealer platforms have changed the dynamics and trends around distribution of structured products and have also increased the opportunities and choice for issuers, advisors and investors.
Structured products can be accessed easily through platforms
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At Keebeck Wealth Management we believe structured products will play a very interesting role in clients’ portfolios moving forward because they can be tailored to the needs of our clients which includes several ultra-high net worth individuals.
Biju Kulathakhal: How would you describe the current state of the US structured products market?
There is a kind of a common theme. They really want a customised solution. If you do not have a volatility discussion with your clientele, and have a balanced budget, forget all the other asset allocation considerations, the client is not going to engage in any meaningful discussion.
s we near the end of 2022, Biju Kulathakhal, cofounder and CEO, Halo Investing, and Bruce Lee (pictured), founder, Keebeck Wealth Management discussed during a fireside chat the challenges of advisors in the current environment and how platforms can help streamline and expand the distribution of structured products in the US market.
Bruce Lee: The way I look at it is that for the last 38 years the industry has been in a constant evolutionary roll and the final expression is the Rila space. There has been an alignment where advisors and investment banks can work together to create powerful solutions as opposed to selling a product. That alignment is now coming to full fruition and that is why you are seeing so much growth in the industry.
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www.structuredretailproducts.com
The volatility tail winds provide an opportunity to show what the potential could be for structure products or solutions. You see a record level of cash and then we see this kind of global macro environment that's really hostile right now. And then you see this inflation which is like the high blood pressure of our bodies - we cannot see it, we do not feel it, yet it's killing us. Structured products are in a perfect position right now to respond to the needs of investors.
