Wealth and Asset Management Archives - Page 102 of 1522

OCBC Expands In Hong Kong With A New Wealth Push

May 15, 2026

What's going on here? Oversea-Chinese Banking Corp (OCBC), one of Singapore’s biggest banks, is ramping up in Hong Kong – hiring 30 to 50 relationship managers in 2026 and modernizing branches as it targets a top-10 lender spot by 2030. What does this mean? OCBC is treating Hong Kong as a “core […]

Wealth and Asset Management

Singapore banks fight for bigger slice of wealth management pie

May 15, 2026

With declining net interest margins (NIMs) on the back of lower interest rates, banks now have to prop up their bottom lines with non-interest income, including wealth management income. The broader trends are in their favour. Singapore’s concerted efforts to become a regional wealth management hub have helped attract top wealth managers to set […]

Wealth and Asset Management

VP Bank’s Monstein on a mission to ‘have fun again’

May 15, 2026

VP Bank is back in growth mode and it is time for its employees to ‘have fun again’, says group chief executive Urs Monstein. Coming out of a tough period of cost-cutting and restructuring, Monstein wants the private bank to start a new chapter, he tells Citywire Asia, 18 months into his role. […]

Wealth and Asset Management

Pictet dividend payouts soar past CHF 1bn

May 15, 2026

Pictet dividend payouts soar past CHF 1bn The private banking group revealed a 28.9% jump in dividends and plans for new sustainable investment offerings in recently released reports. ‘It could just be that they have a lot of excess capital and they’re returning it to shareholders,’ independent analyst Rupak Ghose told Citywire. […]

Wealth and Asset Management

Vontobel overhauls bond desk as €7.7bn veteran duo steps back

May 15, 2026

Vontobel has undertaken a comprehensive reshuffle of its fixed income platform, following the retirement of Euro corporates head Mondher Bettaieb-Loriot and a shift in responsibilities for emerging market debt mainstay Luc D’Hooge. The Zurich-based asset manager confirmed that Bettaieb-Loriot (pictured below) is leaving the firm after 30 years as a credit investor, prompting what […]

Wealth and Asset Management

EBRD launches Enterprise Security Enhancement with PrivatBank and Raiffeisen Bank Ukraine

May 15, 2026

EBRD pilots Enterprise Security Enhancement (ESE) support mechanism with PrivatBank and Raiffeisen Bank Ukraine Feature will enable lenders to provide partial debt relief to Ukrainian borrowers who have suffered war-related damage ESE preserves the incentive for Ukrainian businesses and households to invest in long-term capital expenditure (capex) projects The European Bank for Reconstruction and Development […]

Wealth and Asset Management

Revolut expands into private wealth services

May 15, 2026

UK FinTech giant Revolut is preparing to expand into private banking as it targets wealthier customers and broadens its financial services business in the UK. The London-headquartered company plans to launch private banking services later this year for clients able to deposit at least £500,000. The move comes alongside fresh regulatory approval from the […]

Wealth and Asset Management

UBS Advisors in the Southeast Region Recognized Nationally by Barron’s

May 15, 2026

UBS has announced that several advisors in the firm’s Southeast Wealth Management Region have been recognized by Barron’s. The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox. "Seeing so many of our advisors earn national recognition is incredibly rewarding and it speaks directly to the commitment and effort they […]

Wealth and Asset Management

Guernsey Funds Forum 2026 focuses on ‘The Next Trillion’ for global private capital

May 15, 2026

Guernsey’s role in supporting the next phase of global private capital growth was the focus of this year’s Guernsey Funds Forum, held under the theme “The Next Trillion”. The event followed Guernsey’s recent milestone of reaching £1 trillion within its investment sector and explored how the island can continue to support managers, investors and […]

Wealth and Asset Management

UBS’s Tom Wheeler Shortlisted in Jersey Finance Rising Star Awards

May 15, 2026

UBS Global Wealth Management has announced that Tom Wheeler, Client Account Manager in Jersey, has been shortlisted in the Investment Management category of the Jersey Finance Rising Star Awards 2026. The Jersey Finance Rising Star Awards recognise outstanding young professionals who are already making a significant contribution to Jersey’s finance industry and helping to […]

Wealth and Asset Management

J.P. Morgan named among Barron’s top advisors and teams for 2026

May 14, 2026

J.P. Morgan Wealth Management was honored again by two of the industry’s most prestigious rankings. Seven J.P. Morgan advisors and nine teams made Barron’s 2026 Top 100 Financial Advisors and Top 250 Private Wealth Management Teams rankings. Most of the J.P. Morgan Wealth Management advisors and teams have been on the lists for at […]

Wealth and Asset Management

Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest

May 14, 2026

Corient has announced an agreement to acquire Capital Advisors, Inc., a registered investment advisor based in Tulsa, Oklahoma with $7.8 billion in assets under management Capital Advisors is an employee-owned firm founded in 1978 and led by Keith Goddard, Chief Executive Officer, and Andy Brown, President. It follows a team-based approach to delivering customized […]

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