European Union: Wealth & Asset Management

Background to the Report Simmons and Simmons LLP have prepared a long-form report (the “Report ”) to support the Malta Financial Services Advisory Counsel...

Family offices worldwide are fundamentally reassessing their real estate investment strategies as traditional approaches give way to more sophisticated considerations. The role of real estate is evolving from a passive wealth preservation tool to a strategic instrument that must balance control, flexibility, governance, and intergenerational transfer alongside financial returns.

Malta's Companies (Amendment) Act, 2025 introduces Article 117A, establishing clear default rules for usufruct over company shares.

The CBI highlights the benefits and opportunities DLT and tokenisation presents for financial services...

Businesses operating in Portugal have a strict legal requirement to use certified accounting or billing software. This legal requirement ensures that electronic fiscal data is automatically prepared and transmitted to the Portuguese Tax Authorities, supporting full compliance and efficient tax reporting.

An EU national, operating a successful consultancy company, sought a jurisdiction that combined tax efficiency, EU credibility, and a high quality lifestyle. With an international client base and no dependence on a physical location, Cyprus emerged as a natural choice for both business relocation and personal residency. The individual also held a personal investment portfolio which was discretionary managed by an EU Financial Institution.

In the Ireland Chapter of the International Asset Management & Investment Funds Review 2026/27, Aaron Mulcahy (Partner) and Adam Sinclair (Of Counsel) from our Funds & Investment Management team...

The High Court has examined the circumstances in which an asserted quasi‑partnership may provide a sufficient basis for granting an injunction restraining majority shareholders from removing a director from office.

The European Commission (the Commission) has announced a targeted consultation seeking input from fund managers with a view to developing a more dynamic...