Wealth and Asset Management

15439 articles found

Wealth and Asset Management

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

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 […]
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Wealth and Asset Management

EBRD launches Enterprise Security Enhancement with PrivatBank and Raiffeisen Bank Ukraine

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 […]
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Wealth and Asset Management

Revolut expands into private wealth services

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 […]
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Wealth and Asset Management

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

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 […]
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Wealth and Asset Management

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

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 […]
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Wealth and Asset Management

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

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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Wealth and Asset Management

Standard Chartered Bank expands client wealth management solutions

In support of the government’s ambition to build Taiwan into a leading Asian asset management hub, Standard Chartered Bank continues to broaden its suite of diversified wealth management solutions for high-net-worth clients.   On Wednesday last week, Standard Chartered announced the launch of its new “Policy Financing” service and the addition of the second Alternative […]
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Wealth and Asset Management

Apex Group provides transfer agency services in support of the launch of Fidelity International’s first tokenised product

Apex Group Ltd has announced that it is providing transfer agency services to Fidelity International in support of the launch of its first tokenised product, which offers institutional and professional investors 24/7 liquidity. The capabilities are designed for on‑chain markets and real‑time processing environments.    The launch reflects the continued evolution of regulated asset management […]
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Wealth and Asset Management

Temenos Core Banking SaaS to Power Questrade Financial Group’s Banking Offering

Temenos has announced Questrade Financial Group (QFG) has gone-live with Temenos Core Banking SaaS. The platform is set to power the introduction of the firm’s banking products to the Canadian market under its new regulated banking entity, Questbank.   Temenos’ cloud-native platform provides scalability and resilience for Questbank (a QFG company) to bring a host […]
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