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The latest
News and insights from the private wealth industry
Wealth Management


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.


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
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