European Union: Wealth & Asset Management

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.

Ireland's implementation of AIFMD 2.0 brings significant regulatory changes for alternative investment funds, alongside evolving requirements for ESG disclosure and board effectiveness. The Central Bank of Ireland explores emerging opportunities in distributed ledger technology, tokenisation, and artificial intelligence while addressing future modifications to venture and growth capital fund regulations.

Private credit funds are nowadays key providers of credit to businesses and have taken over the role of traditional banks.

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.

Moving to Spain is an exciting step – better lifestyle, sunshine, and often a lower cost of living. But from a financial perspective, the period just after you arrive is one of the highest-risk moments...

It has certainly been an eventful start to the year from a financial perspective – it’s never dull for long, that’s for sure, in economics and in financial planning.

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.