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The latest
News and insights from the private wealth industry
Wealth Management
Why the Wealthy Rely on Independent Valuers: 10 Strategic Reasons
By Mason Valuation Consultants
Nairobi Private Wealth Conference Digest
By PCD Group
Beyond Tax: The Trusted Adviser’s Role in Global Relocation
With the UK’s April 2025 reforms now in force, we’re seeing a new wave of HNW families leaving the UK. But the overwhelming motivation isn't just tax; it’s about reconfiguring a life. A truly trusted adviser delivers not only technical clarity but also foresight and empathy.
DIFC Foundations: A Modern Succession Planning Tool for Global Wealth
By Dave Lange, Managing Director & Senior Executive Officer - Trident Trust
What the rise of alternative banking means for global private clients
As the needs of wealthy individuals and families evolve, so do the financial products and services available to them. Now, a new breed of alternative banking provider is reshaping the marketplace, introducing fast, responsive cross-border solutions that feel distinctly different from those offered by traditional banks. Once considered fringe, these platforms are quickly becoming an important part of how globally mobile families manage their wealth.
Middle East Private Client Market: Key Trends and Opportunities
A recent roundtable discussion brought together leading private client lawyers, tax advisors, and investment migration specialists to examine the evolving Middle East market and its growing sophistication in wealth structuring and international mobility.
Specialist support for Monaco-based SCIs and SCPs
Square Services is a Monegasque company specialised in the administration of SCIs and SCPs. It was founded by Frederic Mege, a French tax advisor with over 20 years of experience assisting international private clients.
Ras Al Khaimah in the UAE: Strategic Investment and Development
Whilst Dubai and Abu Dhabi often dominate the UAE's business narrative, Ras Al Khaimah has quietly established itself as the Emirate of choice for some discerning investors and business owners seeking alternative growth opportunities.
Challenging the Narrative: Why ‘High Risk’ Doesn’t Always Mean What You Think
Geopolitical volatility is keeping us all on our toes. We are seeing political fragmentation and polarisation in the West, a tightening affiliation of authoritarian regimes including Russia, Iran, China and North Korea, and conflicts involving multiple parties in Ukraine, Gaza, and Sudan to name a few. That’s before we even mention tariffs.
And with that comes a long list of risks. Sanctions risks have been top of the agenda since the conflict in Ukraine started in Februa
Examples of who would make use of a discretionary trust
Abacus is known for offering a market-leading service for the establishment and management of trusts, either as stand-alone solutions or as part of a broader structuring strategy. Services are tailored to each individual or family’s particular needs.
Bridging Loans for Refurbishment Projects
Bridging loans are designed to "bridge the gap" between a present expense and a future cash flow. With this in mind, they are useful tools for landlords or homeowners who intend to refurbish or renovate their property. By providing property owners with liquidity, refurbishment bridging loans enable them to increase their property's value without requiring the cash up front.
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