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A New Wave of Mobility: Redefining Wealth Management from Sweden to Portugal
Frederik Östlund and Juan Dieste, Country Managers for Sweden and Portugal, outline the recent regulatory developments and share their vision on how it impacts the mobility of HNWI clients between the two countries.
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Enhanced governance and digital resilience: transforming compliance into a competitive advantage
With major regulatory changes on the horizon for Luxembourg life insurance, WEALINS is strengthening its governance, risk management and digitalisation of its controls. Germaine Brabants, Head of Legal, Compliance and Risk, presents the integrated and proactive approach being rolled out for 2026 and how her team is anticipating these changes, securing strategic projects and promoting a culture of compliance based on ethics and innovation.
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Innovative Wealth Solutions for Portuguese UHNWI
In this interview, Juan Dieste, Country Manager Portugal at WEALINS, highlights how the company stands out by offering personalised wealth insurance solutions, embracing digital innovation, and delivering operational excellence to meet the evolving needs of Portuguese UHNWI clients. He emphasises the company’s strategic focus on personalisation, sustainable investment, and strong partnership with both clients and advisors.
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Shaping the future of wealth insurance
In this interview, Eric Sandström, Innovation Catalyst at WEALINS, speaks about the ongoing transformation of the wealth insurance industry. He shares his insights on recent developments, WEALINS’ human-centric approach to innovation and digitalisation, and the trends set to shape the sector’s future.
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Digitalization and human expertise: the winning combination for partnership empowering
As regulatory complexity continues to rise, digitalization offers powerful tools to streamline processes and enhance efficiency. Yet, the human factor remains indispensable. Lee Sleight, Head of the Business Solutions team at WEALINS, explains how his team bridges digital platform and human expertise to deliver seamless onboarding, maintain operational excellence, and add daily value in the relationship with our partners.
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Appointment of Maël Toledano as sales director at Wealins s.a.
WEALINS is pleased to announce the appointment of Maël Toledano as Sales Director. He will be responsible for the management of the sales team and the development of WEALINS in its 10 markets. He will also join the Executive Committee of WEALINS and will actively participate in the definition of the company’s strategic orientations.
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Portugal is currently in the top 3 of the markets with the highest production at Wealins.
In a fast changing world, “innovating, developing new solutions and finding the right balance between digitalization and human relations” has been one the main mission at WEALINS, a life insurance company based in Luxembourg. Actually, this is what Letícia Soares says. Country Manager Portugal of this company, she is developing her business by designing tailor-made solutions for each client according to his specific needs and expectations. Learn more about this sector, its advantages and how it could have changed with the pandemic.
