News, Comment & Analysis results for ERM

Compliance
19 December 2025

Compliance Corner: Sun Life Establishes DIFC Operations

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Company Profiles
16 December 2025

Wealth Management Ferment Is Music To Addepar's Ears

We talk to the chief executive of Addepar, Eric Poirier, about the firm's strategy, his thoughts...

M and A
12 December 2025

Singapore-Headquartered Ascentium Acquires Hong Kong Business

Ascentium said the deal builds on recent acquisitions. Financial terms were not disclosed. ...

Tax
5 December 2025

Tax Efficiency And HMRC Compliance – The Rise Of Family Investment Companies

Establishing a FIC is a strategic move for long-term family wealth management and transfer....

Compliance
1 December 2025

Compliance Corner: People's Bank Of China Frowns On "Virtual Currencies"

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Investment Strategies
1 December 2025

DWS Positive On Equities, AI For Year Ahead

Vincenzo Vedda, global chief investment officer at German asset manager DWS shares his global...

People Moves
1 December 2025

Deutsche Bank Hires Former Bank Of Singapore Executive

The German private bank's new global head of private bank investment solutions has more than 25...

Legal
27 November 2025

Credit Suisse AT1 Bondholders: Navigating Legal Routes After Swiss Write-Down

Recent legal developments mean that those bondholders who were left out of pocket under terms of...

People Moves
20 November 2025

Deutsche Bank Sets Up Greece Wealth Business

The Germany-based lender is building a team to expand the Greece market and has hired a senior...

Strategy
19 November 2025

Take A Walk Down The Wealth Corridor

A term that arises in discussions about banks' and wealth managers' geographic strategy is the...

Comment & Analysis results for ERM

Strategy
1 September 2025

Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat

A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

Family Office
25 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2

In part one of this two-part feature, this publication talked to German banks about their work with...

Family Office
24 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1

As it is high time that this news service took a deep dive into the German single-family offices...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...