The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients.

Alquity Group
Alquity Group, a multi-boutique investment services firm, has revamped its multi-boutique offering, appointing two new top tier investment managers and launching a new fund for the private markets sector.

Oberweis Asset Management has been appointed manager of the Alquity VAM US Micro Cap and Alquity VAM US Small Cap Funds. As part of this appointment, the Alquity VAM US SMID Cap Fund will be merged into the Alquity VAM US Small Cap Fund.

Alquity will offer these Oberweis strategies to investors outside North America for the first time, with exclusive distribution and dedicated capacity across Europe, the Middle East and Asia. Oberweis will assume full investment management responsibility for the funds from 12 February 2026.

WCM Investment Management has been appointed manager of the VAM World Growth Fund, which will be renamed the Alquity WCM World Growth Fund from 12 February 2026.

The appointment of these specialist investment managers with established track records will strengthen the Alquity Group offering, giving clients more choice, with access to dedicated investment expertise plus renewed fund capacity, while building on the expanded capabilities from the acquisition of VAM Funds in 2023.

Alquity Group will also launch, subject to CSSF approval, the Alquity Private Equity Access Fund (“PEAF”) – an open-ended fund investing in a globally diversified portfolio of private equity co-investments in collaboration with WTW (Willis Towers Watson).

“Our goal at Alquity is to provide clients with access to the highest quality, specialist active investment managers and unique investment opportunities...We are delighted to have been able to appoint our first-choice managers,” Paul Robinson (pictured below), founder and executive chairman of Alquity Group, said. “These appointments – along with the upcoming launch of our new Alquity Private Equity Access Fund – mark an important step forward in enhancing our multi-boutique offering, bringing exceptional investment process and performance alongside enhanced capacity, differentiated solutions and broader market access for advisors and clients."

Paul Robinson

JTC, Winterflood
Jersey-headquartered JTC Group, the global professional services business, is partnering with Winterflood Business Services to launch a new custody platform.

Winterflood has established a Jersey operation with JTC as its first major client in the jurisdiction. JTC’s clients on the private capital and institutional capital sides will benefit from improved operational efficiency, service levels and streamlined services, JTC said.

To develop the arrangement, Winterflood has set up a team in Jersey, led by Marina Buckley, CEO of the Jersey business.