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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. ...

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. ...

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...

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

New Office
13 November 2026

Arton Capital Opens Zurich Office

Arton Capital said it is hearing calls for more help on residence and citizenship options at a time of geopolitical volatility. ...

Tax
12 November 2026

Beijing Tax Clampdown Nets Over $24 Billion Of Offshore Wealth – Media

Beijing wants to bolster its state coffers and target its wealthiest citizens. ...

People Moves
12 November 2026

Hamilton Lane Bolsters Global Infrastructure Team

Three senior professionals have joined the firm’s Infrastructure team across North America and Europe. ...

Surveys
12 November 2026

UK Wealth Managers Have Higher Client Ratios, Admin Takes Up More Time – Avaloq Study

In what is a busy week for Avaloq, its new global report shows that in the UK there is a wide gap between what professionals want, and what their clients are prepared to accept. The Swiss firm also elaborated o...

Wealth Strategies
12 November 2026

Jo Malone And The Sweet Smell Of Success – Guernsey Private Wealth Forum

Jo Malone, who was bought up in a council house and became the sole breadwinner at 11- years-old, explained the reasons behind her multi-million pound perfumery business, at "The Art of Wealth" held by Guernsey ...

Technology
12 November 2026

Digital Digest: The Latest Tech News – Light Frame

The latest technology news in the wealth management sector from around the world. ...