Since our last dialogue with CIO Christopher Lean in October 2025, the world has not slowed down. Geopolitical friction and...
Insights
Postrehy
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...