Since our last dialogue with CIO Christopher Lean in October 2025, the world has not slowed down. Geopolitical friction and...
Top Stories
The Best Financial Advice May Be “Don’t Do It”
The best financial advice for an individual may be to not transfer a pension. The job is to exercise judgement, not complete transactions.
Digital transparency: The end of corporate privacy
The European Commission has officially finalized the technical standards for the launch of the European Single Access Point...
Crisis Plans: A New Safety Net for Your Assets
Insurance companies across Europe are entering an era previously known only to bankers. According to the latest technical...
Global Wealth: The New EU Regulatory Filters
International wealth management and the investment structures of expats are facing new, invisible barriers brought about by...
Wealth protection: The new EU oversight
The European Securities and Markets Authority (ESMA) has released stringent guidelines that fundamentally restructure the...
Why UK Pension Qualifications and Experience Should Matter
UK pension qualifications and the relevant experience of the adviser is more important for consumers than the size of the firm.
Benchmarks: The Invisible Risk in Your Portfolio
Most investors view benchmarks as harmless yardsticks for success – indices used to judge whether their portfolio has...
Wealth structures: New EU rules
Investing in real estate structures, family holdings, or utilizing repo operations has been governed by new rules since...
EU reporting: The end of the regulatory jungle?
The European Securities and Markets Authority (ESMA) has issued an interim report delivering a critical assessment of the...
Banks tighten rules for complex wealth structures
The European Banking Authority (EBA) has launched a comprehensive consultation paper, signaling a major overhaul of the...
Why Are Your International Ties Considered a Risk?
The main risk for HNWI clients today is so-called indirect financing through dual-use goods. The FAU warns that financial...