European Union: Wealth & Asset Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.
Article
The Day John Realised Moving To Spain Was The Easy Part
John and Sarah thought the hard part was over when they moved to Spain—new home, sea views, and the lifestyle they'd always dreamed of. But as they settled in, a simple question emerged: did their UK-based financial arrangements still work now that they were Spanish residents? What began as an exciting fresh start soon revealed a complex web of tax implications, investment suitability, and cross-border financial planning that many expats overlook until it's too late.
Spain Wealth Mgt
SI
Spectrum IFA Group
Article
Irish Quarterly Legal And Regulatory Report: January - March 2026
This quarterly report examines significant regulatory developments affecting Irish asset management and investment funds from January to March 2026. The analysis covers Central Bank initiatives on tokenisation and supervisory procedures, AIFMD II implementation requirements, EU-wide reforms including EMIR 3 and sustainability reporting, and critical compliance deadlines extending through 2027.
Ireland Wealth Mgt
W
Walkers
Article
Case Study: Relocating A Consultancy Company To Cyprus Under The Non-Domicile Regime
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.
Worldwide Strategy
DG
Dixcart Group Limited
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