Category
Wealth Management
Wills and Probate When Assets Span Multiple Countries
Probating an estate with assets in multiple countries is complex, expensive, and slow. We explain ancillary probate, EU Succession Regulation choice of law, practical timelines for UK-US estates, and when to bring in specialist international probate counsel.
Read article →Wealth ManagementIntestacy Rules in England and Wales: Why Everyone Needs a Will
If you die without a valid will in England and Wales, strict intestacy rules determine who inherits — and unmarried partners, step-children and close friends receive nothing. Here is what the rules say and why a will is essential.
Read article →Wealth ManagementContesting a Will and Inheritance Disputes: What You Need to Know
Will disputes are more common than many people realise — and the legal costs and family damage can be severe. Understanding when a will can be challenged, who can challenge it, and how to structure estates to reduce the risk of dispute is essential estate planning for HNW families.
Read article →Wealth ManagementWealthtech Platforms for International Investors: What's Available in 2026
Financial technology has democratised access to investment platforms and reduced costs for retail investors. For internationally mobile HNW individuals, the wealthtech landscape is broader but more complex than for domestic clients.
Read article →Wealth ManagementManaging Wealth Across Multiple Jurisdictions: A Practical Guide
When your assets span three or more countries, standard financial planning breaks down. Here is how internationally mobile individuals can build a coherent, tax-efficient structure across borders.
Read article →Wealth ManagementWealth Management Fees Explained: How Advisers Charge
Understanding the full cost of wealth management — from adviser fees and platform charges to underlying fund costs — is essential for evaluating whether you are receiving fair value.
Read article →Wealth ManagementWealth Expatriation: The New Vertical Redefining International Wealth Planning
Our Founder and Chairman names the discipline Global Investments calls wealth expatriation — not a service bolted onto tax advice, but a distinct vertical: the architecture that coordinates everything else.
Read article →Wealth ManagementWhat Is a Family Office and Do You Need One?
A family office provides wealthy families with centralised, bespoke management of investments, tax, estate planning, and lifestyle services — but the threshold and structure vary widely.
Read article →Wealth ManagementWealthtech in 2026: How Technology Is Changing International Wealth Management
From AI-driven portfolio analytics to instant cross-border payments, wealthtech is reshaping how internationally mobile individuals manage, protect, and grow their assets.
Read article →Wealth ManagementWealth Structuring for Internationally Mobile Families: An Overview
A practical guide to the core principles, vehicles, and tax considerations that internationally mobile families need to understand when structuring their wealth across multiple jurisdictions.
Read article →Wealth ManagementProtecting Wealth During Economic, Political, and Currency Crises
Economic crises, currency devaluations, and political upheaval can destroy wealth that took decades to build. This guide draws on historical examples and current strategies to help internationally mobile individuals protect their wealth against extreme but plausible risks.
Read article →Wealth ManagementHow to Choose a Wealth Manager: The Questions That Matter
Choosing a wealth manager is one of the most consequential financial decisions you will make. The difference between good and mediocre advice, compounded over decades, can be measured in millions. Here are the questions that matter — and the answers that should give you confidence or pause.
Read article →Wealth ManagementHow Wealthy Do You Need to Be? A Benchmarking Guide
Net worth benchmarks for UK individuals: wealth percentiles, HNWI/VHNWI/UHNWI definitions by Capgemini and Credit Suisse, wealth management industry thresholds, and what financial services unlock at different wealth levels.
Read article →Wealth ManagementUsing Trusts to Protect International Wealth
How trust structures can protect and preserve wealth for internationally mobile families — covering asset protection, estate planning, tax efficiency, and the key planning considerations.
Read article →Wealth ManagementWhy Most Retail Investors Underperform the Market
The average investor consistently earns less than the funds they hold. The reason is almost always behavioural. Here is what the data shows and how to overcome it.
Read article →Wealth ManagementUnderstanding Wealth Management Fees — and How to Negotiate Them
A 1% AUM fee sounds modest — but on a £1m portfolio it's £10,000 a year. Understanding the full cost of wealth management, and getting good value, matters enormously.
Read article →Wealth ManagementUnderstanding UK Trust Law: A Guide for Internationally Mobile Families
Trusts are among the most flexible and enduring wealth structuring tools available in English law. This guide explains how they work, when they are useful, and the practical considerations for internationally mobile families with assets in multiple jurisdictions.
Read article →Wealth ManagementUnderstanding Private Banking: What It Is, Who Qualifies, and Whether It's Worth It
Private banking promises a bespoke, relationship-based financial service for the wealthy. Understanding what it actually delivers, what it costs, and when independent advice is a better choice is essential for HNW international investors.
Read article →Wealth ManagementHow Private Bank Discretionary Mandates Work: IPS, Benchmarks, Fees and Disputes
Discretionary investment management is the most common private banking service for HNW clients — but how it actually works is often opaque. We explain investment policy statements, benchmark selection, fee structures, performance reporting, and what to do when things go wrong.
Read article →Wealth ManagementThe Ultra-High-Net-Worth Investor: Different Challenges and Solutions
UHNW investors — those with investable assets above $30 million — face distinct challenges around tax complexity, access to opportunities, governance, and the management of non-financial assets.
Read article →Wealth ManagementUnderstanding the Different Types of Financial Adviser — and How to Choose
Not all financial advisers are the same — and the differences matter significantly. Restricted, independent, tied, whole-of-market: understanding what these terms mean, how advisers are paid, and what to look for when you need international financial advice could save you a substantial amount of money.
Read article →Wealth ManagementUK Housing Market Outlook for Non-Resident Investors in 2026
The UK housing market continues to attract international interest, but non-resident investors face a substantially different cost and tax environment than domestic buyers. Here is the full picture.
Read article →Wealth ManagementUHNW Lending: Lombard Loans and Portfolio Financing
Lombard loans and portfolio financing allow UHNW investors to borrow against their investment portfolio — providing liquidity without selling assets, but carrying significant risks if markets fall.
Read article →Wealth ManagementTrusts for Children and Grandchildren: A Practical Guide to Structures and Tax
Trusts remain one of the most powerful tools for passing wealth to the next generation in a controlled and tax-efficient way. Here is what families need to understand before establishing one.
Read article →Get personalised insights from our advisory team
Our advisers work with internationally mobile clients on wealth management, tax planning, pensions, and property investment. Tell us what you are working through.