Worldwide: 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
Why More Investors Are Using Maltese Companies To Hold Personal Investment Portfolios
High-net-worth individuals and family offices are increasingly turning to Maltese personal investment companies to consolidate diverse portfolios spanning traditional assets, real estate, and digital holdings. This article explores how Malta's EU membership, extensive tax treaty network, and robust legal framework make it an attractive jurisdiction for structuring private wealth through corporate vehicles that offer enhanced governance, tax optimization, and simplified administration.
Malta Wealth Mgt
PS
Papilio Services Limited
Article
Malta Records First NPIF Under The Single Family Office Exempt Manager Framework
Malta has established its first Notified Professional Investor Fund under the Single Family Office Exempt Manager Framework, offering family offices a proportionate regulatory pathway that balances efficient wealth structuring with appropriate oversight. The framework provides an alternative to institutional fund manager requirements, enabling single family offices to manage private wealth through NPIFs with governance structures suited to their scale and operations.
Malta Wealth Mgt
FM
Finance Malta
Article
Malta's New Individual Tax Programme
Malta has introduced a new Individual Tax Programme consolidating its existing residence schemes into a single framework effective January 2027. While maintaining the attractive 15% tax rate on foreign-source income, the programme introduces significantly higher economic thresholds and a five-year renewable status model, signaling a shift toward attracting genuine long-term residents willing to make substantial contributions to the Maltese economy.
Malta Tax
GT
Grant Thornton Malta
Article
Are You Dutch Or Belgian And Moving To Spain?
As more Northern Europeans consider relocating to Spain for retirement, understanding the Spanish tax system before making the move has become crucial. Many expats from the Netherlands and Belgium discover too late that their existing investment portfolios, pension arrangements, and financial structures may be treated very differently under Spanish tax residency rules, potentially resulting in unexpected wealth tax obligations and capital gains exposure.
Spain Tax
SI
Spectrum IFA Group
Article
Malta Golden Visa
The Malta Golden Visa Programme, officially known as the Malta Permanent Residence Programme (MPRP), offers non-EU nationals and their families a pathway to permanent residence in Malta through property investment and government contributions. This comprehensive guide examines the eligibility criteria, investment requirements, application process, and the extensive benefits of obtaining permanent residence status in Malta, including the right to live, work, and travel freely within the Schengen Area.
Malta Immigration
CC
Chetcuti Cauchi Advocates
Article
The Longevity Era: Rethinking Wealth And Family Planning
As life expectancy in Italy reaches 81.7 years for men and 85.7 years for women while fertility rates decline, families and entrepreneurs face unprecedented challenges in managing wealth transfer, business continuity, and protection during extended periods of potential incapacity. Italian lawmakers have begun addressing these demographic shifts through new legislation, but private family planning remains essential to coordinate personal protection, asset management, and succession across jurisdictions.
Italy Family
GGI Global Alliance
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