European Union: Wealth & Asset Management

Subscribe

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.

Funds Sector 2030 Implementation Plan – Positive Direction Of Travel

The Department of Finance recently published an implementation plan (the ‘Implementation Plan' – available here) providing an update on the recommendations included in the Funds Sector 2030 report (the ‘Report' – available here).

Ireland Wealth Mgt

M

Matheson

La fiducie-sûreté : un levier stratégique dans la structuration de vos financements

Dans un environnement où les conditions de financement sont de plus en plus exigeantes, tant du point de vue des taux que des modalités de financement, les entreprises doivent repenser leur stratégie...

France Wealth Mgt

DA

Delsol Avocats

A New Era For Italy's Investment Fund Toolbox – Insights Into The New Draft Legislation

As part of the implementation of Law no. 21 of March 5, 2024, designed to introduce a systematic review of the regime governing the Italian capital markets (the so-called Capital Market Bill),

AO

A&O Shearman

Malta Updates Yacht Code: What The CYC 2025 Means For Owners And Operators

Building on the introduction of the Small Commercial Yacht Code in 2024, Malta is once again reinforcing its status as a global leader in the yachting sector, this time by updating its established Commercial Yacht Code.

Malta Transport

DG

Dixcart Group Limited

ESMA Publishes Final Report On The Draft Regulatory Technical Standards For Open-Ended Loan-Originating AIFs

Germany Finance

PL

PwC Legal Germany

IP Transfer Best Practices: What To Do If A Change In IP Ownership Hasn't Been Managed Immediately

Q

Questel

European Commission's 2026 Work Programme: A Strategic Shift For Financial Services And Funds

European Union Finance

AC

Arthur Cox

ESMA's Draft RTS On Open-Ended Loan-Originating AIFs-AIFMD II In Practice

Luxembourg Finance

KG

K&L Gates LLP

ELTIF Snippet Series #10 Expanding Your Investor Base In The UK – The LTAF As A Feeder Into Part 2 UCIs & ELTIFs Explained

Luxembourg Finance

LL

Loyens & Loeff

Investment Management Client Alert October 2025

Germany Wealth Mgt

KG

K&L Gates LLP

How To Establish Your Business In Portugal

Worldwide Commercial

DG

Dixcart Group Limited

Malta Strengthens Its Position As A Hub For Family Offices And Private Wealth Management With The Introduction Of Fiscal Incentives

Malta Wealth Mgt

GA

Ganado Advocates

Podcast Episode 6: Private Wealth Strategies 2025 – 2026: Why Cyprus? When Greece Or Dubai Make Sense?

Cyprus Wealth Mgt

A|

AGPLAW | A.G. Paphitis & Co. LLC

Private Wealth Strategies 2025 – 2026: Why Cyprus? When Greece Or Dubai Make Sense?

Cyprus Wealth Mgt

A|

AGPLAW | A.G. Paphitis & Co. LLC

E-commerce : Les Enjeux Juridiques Pour Préparer 2026 (Video)

HA

Haas Avocats

How To Optimize The Disclosure Of Your International Patent Application (Video)

BP

Bardehle Pagenberg

10.4 – Paul Falzon Meets Kenneth Abela (Podcast)

Malta Commercial

GA

Ganado Advocates

Cross-border Fund Structuring: Italian Focus (Video)

Luxembourg Real Estate

AM

Arendt & Medernach

Ep1 - Planning Ahead - The Planning And Development Act 2024 (Podcast)

Ireland Real Estate

WF

William Fry

Tax Consequences Of Golden Visa Investments

Understanding the difference between legal residency (from the Golden Visa) and tax residency is the first and most important step.

DG

Dixcart Group Limited

Capital Gains Tax Under The Portugal NHR Regime

Significant changes have been introduced to the Non-Habitual Residents Regime (NHR) in Portugal.

DG

Dixcart Group Limited

Malta Strengthens Family Office And Treasury Operations Framework

Earlier this year, Malta launched a dedicated regime for family offices and treasury operations, marking a significant milestone in its ambition to become a leading jurisdiction...

GT

Grant Thornton Malta

The Taxation Of Royalty Income In Portugal: A Look At The Patent Box Regime

For Portuguese taxpayers, royalty income is generally treated as part of their normal taxable income and is subject to the standard corporate income tax (CIT) rate. Any withholding tax (WHT) paid on this income is considered a pre-payment toward the final CIT liability.

DG

Dixcart Group Limited

Private Credit Brochure - Why Ireland

Ireland Wealth Mgt

AC

Arthur Cox

Navigating Portugal's Exit Tax: A Guide For Individuals And Businesses

Worldwide Commercial

DG

Dixcart Group Limited

Portugal's Golden Visa: Understanding The Investment Fund Route

Worldwide Commercial

DG

Dixcart Group Limited

Malta Streamlines Procedures For The Malta Permanent Residence Programme

Worldwide Commercial

DG

Dixcart Group Limited

Malta Introduces Citizenship By Merit

Worldwide Commercial

DG

Dixcart Group Limited

Owning A Holiday Home In Portugal

Worldwide Immigration

DG

Dixcart Group Limited

IFICI: Portugal's Edge In Attracting Global Talent

TS

The Sovereign Group

Asset Management & Investment Funds Update - October 2025

Ireland Wealth Mgt

WF

William Fry

Establishing A UCITS Fund In Ireland - Nature Of A UCITS

Ireland Finance

AC

Arthur Cox

Zoom sur le compte courant d'associé débiteur

France Commercial

BL

Bignon Lebray

IFICI: Portugal's Edge In Attracting Global Talent

A record-breaking 142,000 millionaires are projected to relocate internationally this year, with the UK expected to see the largest net outflow of high-net-worth individuals by any country since global wealth intelligence firm New World Wealth began tracking millionaire migration 10 years ago.

TS

The Sovereign Group

Asset Management & Investment Funds Update - October 2025

Welcome to the October 2025 edition of our Asset Management & Investment Funds Update.

Ireland Wealth Mgt

WF

William Fry

Establishing A UCITS Fund In Ireland - Nature Of A UCITS

A UCITS can invest in a diverse range of liquid investments such as transferable securities, bank deposits, money market instruments, financial derivatives and units of other funds either as a fund of funds or a feeder fund. A UCITS cannot invest in real estate nor can it invest directly in commodities, although it may be able to gain exposure to commodities indirectly using derivatives.

Ireland Finance

AC

Arthur Cox

Zoom sur le compte courant d'associé débiteur

Le compte courant d'associé constitue en pratique une avance accordée par les associés à la société, faisant d'eux les créanciers de celle-ci.

France Commercial

BL

Bignon Lebray

CSSF Feedback Report On ESMA Common Supervisory Action On Sustainability Risks And Disclosures In The Investment Management Sector

Luxembourg Wealth Mgt

EH

ELVINGER HOSS PRUSSEN, société anonyme

Asset Management & Investment Funds Update - September 2025

Welcome to the September 2025 edition of our Asset Management & Investment Funds Update. In this month's edition we look at...

Ireland Finance

WF

William Fry

The European Commission Communication On Savings & Investments Union: Key Takeaways For The EU Asset Management Industry

On 19 March 2025, the European Commission published its communication on its strategy for the EU's Savings and Investments Union (Communication).

European Union Wealth Mgt

DE

Dillon Eustace

European Commission Publishes Legislative Proposal To Reform The EU Securitisation Regime

The reform of the EU securitisation framework has been identified by the EU legislators as being a key element of rebuilding EU capital markets and improving EU competitiveness.

European Union Finance

DE

Dillon Eustace

AI And Funds Tokenization: The Regulatory Experiences In Ireland To Date

As the use of technology becomes more prevalent in our day to day lives, it is no surprise that firms in the financial services sector are seeking...

Ireland Finance

DE

Dillon Eustace

Funds Quarterly Legal And Regulatory Update: 1 January 2025 - 31 March 2025

Ireland Finance

DE

Dillon Eustace

ESMA Publishes Technical Advice On Review Of The UCITS Eligible Assets Directive

European Union Finance

DE

Dillon Eustace

ESMA Publishes Findings From CSA On Sustainability Risks And Disclosures

Ireland Finance

DE

Dillon Eustace

Funds Quarterly Legal And Regulatory Update: 1 April 2025 - 30 June 2025

Ireland Finance

DE

Dillon Eustace

ESMA Publishes Proposed Rules Governing Use Of Liquidity Management Tools

European Union Finance

DE

Dillon Eustace

Central Bank Of Ireland Relaxes Portfolio Transparency Requirements For UCITS Exchange Traded Funds

Ireland Finance

DE

Dillon Eustace

Updates To The Central Bank Of Ireland's OpRes Guidance

Ireland Finance

W

Walkers

European Commission Publishes Targeted Consultation On Integration Of EU Capital Markets

European Union Finance

DE

Dillon Eustace

European Commission Publishes Call For Evidence On SFDR

European Union Finance

DE

Dillon Eustace

Central Bank Proposal Regarding Prohibition On Third Party Guarantees By Irish QIAIFs

Ireland Finance

DE

Dillon Eustace

CSRD: Recent Developments Impacting Irish Companies

Ireland Commercial

DE

Dillon Eustace

Brian Higgins Features On Irish Funds Podcast: "Ireland's ETF Edge"

Ireland Wealth Mgt

DE

Dillon Eustace

Diverging Paths: The EU-US ESG Regulatory Debate & EU Competitiveness

Worldwide Finance

M

Matheson

Guide To Regulated Alternative Investment Funds In Ireland

Ireland Finance

DE

Dillon Eustace

Central Bank Of Ireland Proposes Reform Of AIFMD And UCITS Domestic Frameworks

Ireland Finance

DE

Dillon Eustace

See more

Latest Videos

See more

Wealth & Right Advisers (Video)

CA

CYAUSE Audit Services Ltd

WEBINAR REPLAY | Establishing A Family Wealth Management Company In Luxembourg

CL

CMS Luxembourg

Video Series On The Irish ELTIF | Episode Two

DE

Dillon Eustace

Company Formation In Malta 2023 (Video)

ZI

Zugimpex International GmbH

MiCA – Rules Of Conduct | Season 2 - Episode 9 | 2 November 2023 (Video)

AM

Arendt & Medernach

Mondaq uses cookies on this website. By using our website you agree to our use of cookies as set out in our Privacy Policy.

Learn More