Wealth and Asset Management

15204 articles found

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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Wealth and Asset Management

Fondation Lombard Odier and the Swiss Polar Institute join forces to help improve natural hazard mitigation in the Swiss Alps

Following the tragic partial collapse of the Birch Glacier on the Valais village of Blatten in May 2025, Fondation Lombard Odier and the Swiss Polar Institute joined forces, engaging in a multi-year collaboration with the new “IceTools Initiative”.    The project’s goal is to help Switzerland – and, by extension, high mountain regions in other […]
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Wealth and Asset Management

Wealth managers must steer past the island of misfits

Routines are central to how organisations scale, but they often slow the continuing evolution of the systems they once optimised.   Over time, what began as efficient, repeatable practice becomes embedded infrastructure, and when the environment changes, those routines can sometimes fail to evolve. That’s how manufacturing ends up with orphaned assets, while tech accumulates […]
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Wealth and Asset Management

Broadridge Establishes Strategic Glasgow Hub to Strengthen Global BPO Delivery

Broadridge Financial Solutions, Inc. has announced the opening of a newly established Glasgow center to provide technology-led business process outsourcing (BPO) services, further advancing the company’s international expansion strategy aligned to global client demand.   “We are proud to be expanding our international presence and Glasgow is an important strategic investment for Broadridge and a […]
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Wealth and Asset Management

UBP Weekly View – Markets in motion: earnings versus geopolitics

Global equities extended their rally, powered by significant technology sector strength and a standout earnings season: S&P 500 Q1 earnings per share (EPS) growth reached +27.7%, double initial expectations. Emerging markets outperformed, led by Taiwan and South Korea.   Beneath the surface, the macro backdrop remains challenging: inflation pressures persist, consumer confidence has hit a […]
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