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Latest Comment & Analysis

Offshore
28 October 2026

ANALYSIS: A New "Golden Visa" – The Argentina Version

Argentina has introduced a citizenship-by-investment programme, one of a number of "golden visas" certain jurisdictions have adopted in recent years, to varying levels of applause and condemnation. We talk to ad...

Technology
26 October 2026

ANALYSIS: Removing AI Gender Biases In Wealth Sector

Women typically outlive men and their financial needs can differ, but without due care, wealth managers' AI tools will operate on established biases in the data. We talk to a US-based figure in the tech and weal...

Surveys
15 October 2026

Longevity, Health Spans And Wealth In Motion – In Conversation With Manulife

As part of a series examining the work of life insurers for affluent and HNW clients in Singapore, we talk to a senior executive at Manulife about its recent research and the implications. ...

Emerging Markets
14 October 2026

Opportunities, Hurdles In Serving Emerging Europe's HNW, Ultra-HNW Clientele – Deutsche

In a sector where client preferences and needs are as varied as in private banking, the complexity level goes up another gear in certain countries in the Balkans, Greece, Turkey and Israel. We recently talked to...

WM Market Reports
14 October 2026

ANALYSIS: Asia’s Life Insurers Flex Wealth Management Muscles

This news service takes a look at Singapore's life insurance market and the views, activities and strategies that come into the wealth management space. Here is the first in a series. ...

Strategy
26 August 2026

ANALYSIS: As Firms Open Offices, Secure Licences, Gulf Wealth Sector Is In Confident Mood

While it has been hard to ignore the geopolitical challenges, there has been a steady flow of stories about wealth managers, advisory firms and banks establishing offices, entering alliances and opening offices ...

Latest News

Alt Investments
9 November 2026

Equity Hedge Fund Strategies Fall In October, Hitting Sector Results – HFR

The organisation, which tracks hedge fund performance, said it is likely that the US midterm elections will keep market volatility at elevated levels, affecting how well these funds deliver in terms of returns. ...

People Moves
9 November 2026

Who's Moving Where In Wealth Management? – Lombard Odier, Quilter

The latest moves and appointments for wealth management roles in the UK, and other parts of Europe, the Middle East and select international locations. ...

Wealth Strategies
9 November 2026

From "Healthspans" To Blockchain – A Report From Apex Invest Europe Conference

This news service joined delegates at a two-day conference in Zurich in late October to hear about takes on AI's financial prospects, digital assets, private market investing, the strategies of family offices, c...

Investment Strategies
9 November 2026

Wealth Managers Constructive On Equity Outlook, Despite Tech Selloff

After US stocks dropped sharply on Thursday, led by semiconductor and AI infrastructure companies, and as investors assessed how the US mid-term elections might hit data centre development, wealth managers react...

ESG
9 November 2026

Sustainability Phenomenon: The Fore

The latest developments in the sustainability space. ...

New Products
9 November 2026

What’s New In Investments, Funds? – Aberdeen Investments

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