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Wealth Management


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.


Navigating a Quarter-Century in Private Banking: Insights from Sandra Garcia Basciano
At the crossroads of Europe and the Mediterranean, Gibraltar has long been recognised as a strategic financial centre. Its stability, internationally respected regulatory framework, and efficient tax system make it an attractive jurisdiction for high-net-worth individuals, family offices, and institutional investors. Private banking in Gibraltar continues to evolve, shaped by regulatory developments, digital transformation, and a growing demand for bespoke financial solutions


Why choose a professional trustee over a friend or family member?
A fiduciary is an individual or organisation entrusted with managing wealth, including investment portfolios, luxury assets, properties, and funds. A fiduciary is anyone legally obligated to act in someone else’s best interest, covering roles like financial advisors, estate executors, and corporate directors.
Trustees, however, are a specific type of fiduciary responsible for managing a trust’s assets in line with the trust’s terms, solely for the beneficiaries’ benefit.


Trusts – A Global Update
Partner and head of Private Wealth Disputes at law firm Hugh James, Roman Kubiak TEP, looks at developments which have shaped the global trusts landscape.
Trusts have long been a cornerstone of wealth management and estate planning. However, in recent years, we've seen a significant shift in the global financial landscape, with an increasing emphasis on transparency and regulation. These changes have had profound implications for the trust industry.


Why Family Offices Choose Hong Kong: Tax Concessions & Structure
ZEDRA’s Co-Regional Head of Asia, James Russell discusses how recent tax legislation changes firmly establish Hong Kong as a global leader for family offices.
Hong Kong has unveiled tax incentives and family office tax concessions, which, coupled with the city’s great financial infrastructure, have been attracting family offices in their droves.


Holistic Law and Philanthropy: A New Paradigm for Ethical Wealth Management
As wealth management and legal practices evolve, a new approach is gaining momentum—holistic law, an innovative legal philosophy


Cayman Foundations: Key benefits for wealth planning
In the world of international wealth planning, the Cayman Islands have long been synonymous with stability, sophistication, and strategic


AIO Newsletter
A look at what is happening in the markets by Peter Ahluwalia of LeoVest


The importance of regular reviews of estate planning structures
Effective estate planning is more than a one-time exercise for internationally mobile individuals and families. It must evolve with personal


CYPRUS TAX FREEDOM UNLOCKED: Explore the perks of non-dom status
Cyprus is not only a yearly round holiday destination; the European island offers many tax advantages that can enhance investment returns an


A fund vehicle to support your friends and family
There may be circumstances when a privately controlled investment company can be attractive for small groups of connected parties. What has


The top 3 reasons family offices use cell companies for their investments
Cell companies are unique corporate structures that segregate assets and liabilities into distinct “cells” within a single legal entity. Thi


Asset protection takes centre stage for Asian clients
the complexity of family dynamics, coupled with the ongoing challenge of imminent mass wealth transfer to the next generation, is prompting


Prime Central London Property: Are We Approaching a Turning Point?
This conversation provides invaluable insights into the current state and future potential of the PCL property market. For those looking to


Discounted Gift Trusts: Striking a balance
It’s predicted that Britain’s baby boomers – born between 1946 and 1964 – will pass on wealth into the trillions to next generations over t


A Matter of Trust: Key Considerations When Appointing a Trustee
The importance of selecting a good trustee for effective estate planning cannot be overstated. The trustee's role is multifaceted, requiring


Trusts stand the test of time in global succession planning
Rudi Bodenstein, Partner and Senior Trustee, Stonehage Fleming Jersey Succession planning structures have come and gone, but trusts have...


ESG Investments - Three Points to Consider
High-net-worth investors seek ESG investments to balance financial returns and positive impact.


Investing with Purpose: How Sustainable Strategies Drive Positive Change
Sustainable wealth management is key for families, focusing on stewardship, ESG principles, and tailored solutions by Highvern


Financing the Nature Transition: a holistiQ approach
Nature is our keystone asset, yet it's deteriorating. Investing in nature reduces climate risks and supports economic stability.
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