Globevisa CEO's Insight on Trends in the Investment Migration Industry

On July 10, 2025, Mr. Henry Fan, CEO and Co-founder of Globevisa Group, delivered the following speech to all immigration consultants at the Beijing office regarding trends and market analysis in the investment immigration industry:

1. The Underlying Logic of Immigration Demand

The fundamental driving force behind the immigration industry is humanity's innate instinct to migrate. As long as disparities in development levels and policy frameworks exist among natinos, the demand for immigration will persis. Unless all countries evolve into developed nations with entirely aligned policies, the immigration industry will remain. The key to competing in this industry lies in professional capabilities and sustainable development potential, requiring adaptability and foresight in response to market changes.

2. Development Directions of the RCBI Market

Return to Core Functionality: The primary value of passports extends beyond tax planning; their risk-mitigation functions must be re-emphasized. Current discussions around the Common Reporting Standard (CRS) have led the market to overly focus on tax-avoidance functions, neglecting their critical roles in asset security and identity protection.  

Limited Impact of Policy Changes: Policy adjustments, such as increased residency requirements in the Caribbean and challenges in international financial institutions, may have short-term effects. However, in the long run, client demand will adapt to market changes, and acceptance of policies will vary across different stages. Such impacts typically last no more than 1-2 months.  

Alternative Options Always Exist: Even if some countries tighten their policies, the market will still provide alternative options tailored to diverse needs. Clients will reassess and select RBI or CBI programs that best suit their circumstances based on these changes.

3. The Logic Behind CRS and Cross-Border Asset Allocation

The Essence of CRS: The CRS is a key mechanism for global tax information sharing. The enhancement of systems has made tax regulation increasingly stringent, rendering previously “ambiguous” tax practices untenable.  

Shift in Cross-Border Asset Allocation Logic: Under the OECD's regulatory framework, cross-border asset allocation will shift from “tax avoidance” to “legally compliant planning.” In the future, the core demand will focus on legally placing assets in the most suitable countries. Traditionally, Western countries have prioritized global asset allocation and emphasized tax planning. As many countries strengthen their tax regulations, client demand for compliant tax planning will continue to grow.

4. Reasons for Changes in Contract Volume and Responses

Influencing Factors: The changes in contract volume is not solely due to policy tightening or the shrinking assets of high-net-worth individuals. It is also influenced by client characteristics (e.g., their level of discernment) and market promotional strategies.  

Strategies to Improve Competitiveness: The key lies in focusing on self-development to maintain competitiveness amid potential industry contraction. Specific measures include enhancing brand influence (increasing client referral rates and improving advertising effectiveness), balancing scale and efficiency (leveraging the solid foundation of large companies while avoiding “big company syndrome”), and maximizing team potential (relying on the efforts of sales teams and fostering a culture of dedication to support business operations).

Conclusion

The immigration industry is shaped by global policies, economic conditions, and social factors. While demand will persist in the long term, its form will continue to evolve.

Companies must adhere to a sustainable development path, operate in compliance with regulations, and balance scale and efficiency to maintain competitiveness. 

For individuals, whether newcomers or seasoned professionals, it is essential to clarify both short-term and long-term goals, build core competencies, adapt to market changes, and establish a strong presence in the industry through high-quality service and professional expertise.