The Ultimate 2025 Wealth Haven Guide: Top 10 Jurisdictions for Global Asset Protection and Growth

Choosing Your Wealth Haven: Why Jurisdiction Matters

I’ve spent years examining the complexities of global wealth management, and if there’s one fact I’ve learned, it’s that where you manage your wealth can be just as crucial as how you manage it. In our current era, marked by ongoing geopolitical shifts, intensified regulations, and relentless technological evolution, selecting a wealth management jurisdiction has become a strategic decision of the highest order (1).

Your choice goes beyond finding a secure place to park assets. It directly shapes asset protection, tax efficiency, privacy, succession planning, and whether you have access to top-tier financial expertise (2). I’ve seen firsthand how a carefully selected jurisdiction can protect wealth across generations, reduce vulnerabilities to shifting regulations, and create optimal investment returns. Conversely, the wrong one can lead to unexpected legal hurdles, higher taxes, and a tangle of compliance headaches.

In this piece, I draw from various reputable data sources—including the Global Financial Centres Index (GFCI) and leading international wealth management reports—to highlight the top 10 wealth management jurisdictions for 2025. Whether you’re an HNWI, family office, or advisor, my goal is to distill the key factors that matter most: stability, regulatory integrity, tax structures, confidentiality rules, asset protection mechanisms, and the depth of financial services. Let’s begin this journey by unpacking the criteria that determined who made the list.

Decoding the Rankings: My Core Evaluation Criteria

Political and Economic Stability
Whenever I advise clients on jurisdiction selection, I remind them that without a stable political and economic environment, any long-term planning is a gamble. Political turmoil, sovereign risk, or inconsistent economic policies can undermine even the best financial strategies (2). I look at sovereign risk ratings from major agencies, a jurisdiction’s track record for navigating crises, and whether its legal frameworks remain predictable over time (11). True stability means more than just the absence of conflict—it includes reliable governance and consistent public finance strategies that foster long-term trust (2).

Regulatory Environment and Investor Protection
A transparent, fair, and efficient regulatory structure is indispensable. Authorities such as Switzerland’s FINMA, Singapore’s MAS, the USA’s SEC, Hong Kong’s HKMA and SFC, and the UK’s FCA carry the responsibility of both safeguarding client assets and enabling market innovation (3). From what I’ve observed, world-class jurisdictions balance oversight with flexibility, allowing modern fintech solutions to flourish without compromising investor protection (21). Overly cumbersome regulations can stifle cross-border operations, while a lax framework can attract unwanted scrutiny and undermine a jurisdiction’s reputation (3).

Tax Laws and Efficiency
For any HNWI, understanding the intricacies of a jurisdiction’s tax codes—covering personal income, corporate taxes, capital gains, inheritance, and wealth taxes—is key (2). However, “tax-friendly” can be nuanced. Some places excel by eliminating capital gains or inheritance taxes, which can be more impactful for long-term wealth preservation than simply having low income tax rates (37). Also, I remind my clients to consider the network of double tax treaties and how they help minimize multi-jurisdictional tax burdens (2). As international cooperation on tax transparency intensifies, purely “secrecy-based” benefits have largely disappeared (4).

Confidentiality and Information Exchange
Client confidentiality used to be the hallmark of private banking. Now, initiatives like the US Foreign Account Tax Compliance Act (FATCA) and the OECD’s Common Reporting Standard (CRS) have made robust transparency the global norm (3). Jurisdictions must strike a delicate balance between legitimate privacy rights and compliance with anti–money laundering and global reporting obligations (4). I’ve found that top centers enforce AEOI (Automatic Exchange of Information) frameworks effectively while still maintaining strong data protection measures (3).

Legal Framework for Asset Protection
From my perspective, advanced legal tools—trusts, foundations, LLCs, or specialized vehicles like Singapore’s Variable Capital Company (VCC)—can be game-changers for safeguarding wealth from unforeseen creditor actions or forced heirship laws (64). Leading jurisdictions typically have modern trust and foundation statutes, strong firewall provisions, and flexible structures that let settlors retain certain powers while preserving robust legal protection (62). The choice between trust or foundation often boils down to the client’s cultural and legal background: common law or civil law (70).

Availability of Financial Expertise and Services
The best regulatory environment and tax framework won’t amount to much if you can’t find high-quality professionals in the jurisdiction (5). I look for strong banking, investment management, insurance, accounting, and legal ecosystems. High Assets Under Management (AUM) often signal that a locale attracts both expertise and premium wealth service providers (1, 76). Additionally, I keep an eye on fintech innovation, since it’s quickly reshaping global wealth management (36).

International Reputation and Track Record
If you ask me, reputation is the sum of all other factors—stability, regulatory quality, crisis resilience, and service excellence. Indices like the GFCI measure reputation based on feedback from industry experts, but real-world events (such as bank failures or shifts in policy) can also quickly alter perceptions (3). Locations like Switzerland have weathered storms and remain at the top, though some, like Dubai, show remarkable momentum (36).

The Global Elite: Top 10 Wealth Management Jurisdictions for 2025

Below is a holistic assessment of the top 10 wealth management jurisdictions for 2025. I’ve considered data from GFCI rankings, specialized consultancy reports, and each locale’s unique advantages. Let’s dive right into the table so you can see how they stack up.

Top 10 Wealth Management Jurisdictions 2025 – Comparative Overview

(Notes: GFCI ranks refer to GFCI 37 (March 2025). Deloitte data is for 2024. “Tax Friendliness” focuses on capital gains/inheritance tax for HNWIs. “Privacy/AEOI” captures how each locale balances transparency obligations with data protection. N/A = Not Available/Applicable.)

1. Switzerland

Switzerland never fails to impress me with its enduring reputation for political neutrality and economic stability. Despite the recent Credit Suisse turmoil, it still houses around USD 2.2 trillion in international assets (1). Zurich and Geneva often appear in top financial center lists, underscoring the country’s global status.

• Stability & Regulation: Switzerland holds a triple-A rating, and FINMA’s regulatory framework remains aligned with major international standards (4).
• Tax Regime: Non-residents typically pay Swiss-source taxes, but capital gains on movable private assets are generally exempt unless you’re a professional trader (38).
• Privacy & AEOI: While traditional secrecy has lessened due to CRS and FATCA, Switzerland enforces strong data protection.
• Pros/Cons: On the plus side, you get unmatched stability, recognized foreign trusts, and sophisticated private banking. Downsides include high operating costs and a growing wave of competition from other centers.

2. Singapore

Singapore, often hailed as Asia’s crown jewel for wealth management, is prized for its territorial tax system (no capital gains or inheritance tax) and proactive regulatory environment overseen by the Monetary Authority of Singapore (MAS) (37). Its AUM stands at a remarkable S$5.4 trillion, with 77% from foreign clients (77).

• Why It Shines: Political and economic stability, a state-of-the-art infrastructure, and forward-looking Fintech policies. The introduction of the Variable Capital Company (VCC) exemplifies Singapore’s commitment to innovation (67).
• Considerations: Private banking minimums can be high. US persons might face extra scrutiny from institutions wary of FATCA compliance (49).
• Overall Fit: If you want a modern, well-regulated environment poised at the heart of Asia’s economic growth, Singapore is tough to beat.

3. United States

I often think of the U.S. as a sprawling financial universe: immense capital markets, robust regulatory bodies, and globally influential tech and Fintech sectors (11). New York City, San Francisco, Chicago, and Los Angeles rank near the top of the GFCI, reflecting diverse financial strengths (6).

• Stability & Regulation: The SEC and FINRA provide heavyweight investor protection. However, the system can be complex, with overlapping state and federal laws (24).
• Tax Complexity: For HNWIs, the U.S. can feel tax-heavy. Citizens and residents are taxed globally, and estate/gift taxes apply to non-domiciled individuals above certain thresholds (40).
• Privacy Angle: The U.S. enforces FATCA worldwide yet doesn’t fully reciprocate under CRS (51). This partial reporting structure can create a unique privacy dynamic for non-US persons, but bilateral treaties still allow info-sharing.
• Who Benefits: Entrepreneurs craving the world’s deepest capital markets or families wanting robust domestic asset protection trusts in states like Delaware or Nevada. But watch out for steep taxes and regulatory complexity.

4. Hong Kong SAR

Hong Kong’s “One Country, Two Systems” arrangement grants it a separate common law legal framework from Mainland China, making it a prime launchpad for cross-border growth (62). With a territorial tax system (no capital gains or inheritance taxes), it’s long been the go-to for pan-Asian wealth management (41).

• Regulatory Excellence: The HKMA and the SFC enforce strict standards aligned with international norms (26).
• Asset Protection: Hong Kong’s trust law modernizations allow indefinite trusts, reserved powers, and strong forced heirship protections (62).
• Potential Drawbacks: High operational costs, plus ongoing geopolitical factors.
• Great For: Anyone seeking low, territorial-based taxes and unrivaled connectivity to Mainland China and broader Asia-Pacific markets.

5. United Kingdom (London)

London remains a stalwart among global financial hubs, leading in foreign exchange, cross-border lending, and insurance (75). However, Brexit has introduced uncertainties in regulation and market access, and the revered “non-dom” tax regime will be abolished by April 2025 in favor of a residency-based approach (43).

• Strengths: The UK’s legal system, built on English common law, is recognized worldwide. London also boasts an extensive talent pool in banking, Fintech, law, and other professional services (75).
• New Tax Framework: The upcoming Foreign Income and Gains (FIG) regime offers a four-year exemption for new arrivals, but after that, it’s worldwide taxation (43).
• Why Pick London: If you prize a massive financial ecosystem with centuries of tradition and robust legal protections, London is a natural choice. Yet higher taxes and post-Brexit adjustments may reduce its traditional allure for certain HNWIs.

6. Luxembourg

Known primarily as the world’s second-largest fund domicile (after the U.S.), Luxembourg excels in hosting UCITS and alternative investment funds, distributing them globally (19). Its AAA rating reflects both political stability and strong fiscal management.

• Regulatory Landscape: The Commission de Surveillance du Secteur Financier (CSSF) enforces EU-level financial regulations, ensuring robust investor protection (30).
• Tax Benefits: Luxembourg’s participation exemption regime can be highly advantageous for corporations, and it has an expansive network of tax treaties (44).
• Possible Limitations: Less emphasis on private banking compared to Switzerland, and no domestic trust law, so it relies on recognized foreign trust frameworks (61).
• Who Should Consider It: Fund managers, institutions, and HNWIs seeking a sophisticated, EU-based environment with high regulatory credibility.

7. United Arab Emirates (Dubai/ADGM)

In the last decade, the UAE—especially Dubai—has soared in global financial rankings. Free zones like the Dubai International Financial Centre (DIFC) and the Abu Dhabi Global Market (ADGM) run on common law frameworks, attracting a wave of banks, asset managers, and high-net-worth individuals (32).

• Tax Scene: Historically zero personal and corporate taxes, though a 9% federal corporate tax began in 2023. However, “Qualifying Free Zone Persons” often maintain a 0% rate on eligible income (45).
• Asset Protection: DIFC and ADGM each have modern trust and foundation laws, allowing indefinite durations, privacy, and robust defenses against foreign judgments (63).
• Why the Buzz?: Strategic positioning between Asia, Europe, and Africa, plus massive fintech growth. Geopolitical tension in the wider region is one potential drawback.
• Overall: If you love modern infrastructure, minimal taxes, and a bridging location for global business, the UAE is a top contender.

8. Channel Islands (Jersey)

Jersey, a British Crown Dependency, stands out for its expertise in private wealth, funds, capital markets, and banking (72). With political and fiscal autonomy, it leverages a Zero/Ten corporate tax model—0% for most companies, 10% for certain financial services (46).

• Asset Protection: Jersey’s trust law has “firewall” provisions shielding assets from foreign heirship claims. Trusts can continue indefinitely and allow the settlor to hold certain powers without invalidating the structure (66).
• Why I Like Jersey: Exceptional track record of stability, strong compliance with FATF and Basel standards, and a deep ecosystem for trusts and fund administration.
• Potential Downsides: Smaller scale than giant hubs, reliance on the UK, and sometimes overshadowed by bigger IFCs in public perception.

9. Liechtenstein

Tucked between Switzerland and Austria, Liechtenstein prides itself on strong private banking and robust foundation laws (Stiftungsrecht) that appeal to civil law–oriented clients (2). It joined the European Economic Area (EEA), aligning it with EU frameworks while also enjoying close ties with Switzerland.

• Big Pluses: Abolished inheritance, estate, and gift taxes in 2011. Foundations in Liechtenstein are known for high customizability, often used for succession planning and philanthropic pursuits.
• Relative Modesty: It doesn’t usually top global indices, but that hasn’t stopped it from developing a niche for those seeking discreet, stable wealth solutions linked to the Swiss Franc.
• My Take: Ideal for wealthy families needing sophisticated legal structures, plus the comforting proximity to Switzerland’s financial might.

10. Channel Islands (Guernsey)

Guernsey is another British Crown Dependency that shares many similarities with Jersey, including a Zero/Ten corporate tax system and expertise in funds, insurance, and private wealth (47). The Guernsey Financial Services Commission (GFSC) has a reputation for rigorous oversight (34).

• Foundations and Trusts: Guernsey introduced foundations in 2012, appealing to those who prefer the civil law style. Trust law is based on English common law and includes robust asset protection features (70).
• Why Choose Guernsey: Captive insurance, private equity funds, and specialized fiduciary services thrive here, supported by a well-educated workforce.
• Considerations: Smaller scale and reliant on the UK. Still, it has been climbing the GFCI rankings, indicating growing international confidence.

Finding Your Fit: Matching Jurisdiction to Your Needs

As you can see, each jurisdiction boasts distinct advantages and potential drawbacks. I often suggest making a shortlist based on:

1. Client Profile: Citizenship, residency, and the nature of your assets (50).
2. Strategic Priorities: Tax optimization, maximum confidentiality, robust asset protection, or seamless regional market access.
3. Asset Location and Future Flows: If your wealth generation is centered in Asia, Singapore or Hong Kong might offer the best synergy (20). If you’re eyeing the Middle East and Africa, the UAE could be your perfect springboard (36).
4. Complexity vs. Benefit: Structuring costs can be high, so weigh them against the gains—like lower tax exposure or superior legal frameworks (8).

For instance, if you’re keen on a traditional banking stronghold and value neutrality above all, Switzerland might still be number one. Meanwhile, American entrepreneurs might stick to the U.S. system to leverage local asset protection trusts. Family offices with a broad global reach may find Luxembourg and the Channel Islands more suited to their fund administration or specialized structures.

Navigating the Future of Global Wealth

The global wealth management field is in constant flux. Greater transparency under AEOI standards (CRS, FATCA) has compelled every jurisdiction to meet higher compliance thresholds (1). I see a growing trend toward local banking for some investors who find cross-border compliance too complex.

Still, if there’s one takeaway, it’s that the core pillars—stability, sound regulations, credible expertise, and innovative frameworks—remain paramount. Traditional giants like Switzerland continue to hold sway, yet dynamic contenders like Singapore, the UAE, and Hong Kong are surging. Today’s top wealth havens excel not by staying secretive but by offering secure, compliant, and forward-thinking solutions.

Ultimately, any final choice demands professional legal and financial advice tailored to your unique aims. In my experience, picking the right jurisdiction is like constructing the cornerstone of a cathedral—you need the strongest possible foundation to maintain your family’s legacy for generations.

Whether you’re a seasoned investor, a growing entrepreneur, or an advisor seeking the perfect environment for your client, I hope this guide illuminates your path toward the ideal wealth haven. The stakes are high, but with thorough research, a clear vision, and specialized guidance, you’ll be ready to place your wealth where it can flourish safely in an ever-evolving world.

Works cited

1. International Wealth Management Centre Ranking 2024 | Deloitte Switzerland, accessed April 16, 2025, https://www.deloitte.com/ch/en/Industries/financial-services/perspectives/international-wealth-management.html
2. The Role of Wealth Management and Strategic Business Structuring and the importance of Re-domiciliation – Legal 500, accessed April 16, 2025, https://www.legal500.com/doing-business-in/the-role-of-wealth-management-and-strategic-business-structuring-and-the-importance-of-re-domiciliation/
3. Compliance and Legal Challenges in Wealth Management – WRISE Group, accessed April 16, 2025, https://wrise.com/insights/compliance-and-legal-challenges-in-wealth-management
4. Wealth Adviser Regulation – CFA, FRM, and Actuarial Exams Study Notes – AnalystPrep, accessed April 16, 2025, https://analystprep.com/study-notes/cfa-level-iii/wealth-adviser-regulation/
5. Global Financial Centres Index – XS, accessed April 16, 2025, https://www.xs.com/en/glossary/global-financial-centres-index
6. Global Financial Centres Index – Wikipedia, accessed April 16, 2025, https://en.wikipedia.org/wiki/Global_Financial_Centres_Index
7. The Deloitte International Wealth Management Centre Ranking 2024, accessed April 16, 2025, https://www.deloitte.com/southeast-asia/en/Industries/financial-services/perspectives/international-wealth-management.html
8. Factors to Consider When Choosing a Wealth Management Firm, accessed April 16, 2025, https://blueskywa.com/blog/factors-to-consider-when-choosing-a-wealth-management-firm
9. Global Financial Centres Index: Explained – TIOmarkets, accessed April 16, 2025, https://tiomarkets.com/en/article/global-financial-centres-index-guide
10. GFCI36 Global Financial Centres Index Update 2024 – The Place Brand Observer, accessed April 16, 2025, https://placebrandobserver.com/global-financial-centres-ranking-2024-update/
11. Country Default Risk Assessment – Scores, Credit Risk, & Analysis | S&P Global, accessed April 16, 2025, https://www.spglobal.com/market-intelligence/en/solutions/products/country-default-risk-assessment
12. United Arab Emirates: Risk Assessment >> globalEDGE: Your source for Global Business Knowledge, accessed April 16, 2025, https://globaledge.msu.edu/countries/united-arab-emirates/risk
13. Political Risk Report 2025 | Marsh, accessed April 16, 2025, https://www.marsh.com/en/services/political-risk/insights/political-risk-report.html
14. Legal Persons / Legal Arrangements National Risk Assessment – Government of Jersey, accessed April 16, 2025, https://www.gov.je/SiteCollectionDocuments/Industry%20and%20finance/Legal%20Persons%20and%20Legal%20Arrangements%20National%20Risk%20Assessment%2C%20July%202023.pdf
15. Switzerland | Funds & Asset Management | Reports – Moody’s, accessed April 16, 2025, https://www.moodys.com/researchandratings/region/europe/switzerland/042039/005002
16. Country Risk Report Singapore – Allianz.com, accessed April 16, 2025, https://www.allianz.com/en/economic_research/country-and-sector-risk/country-risk/singapore.html
17. The Top 3 Financial Centers in the World – Investopedia, accessed April 16, 2025, https://www.investopedia.com/articles/investing/030116/top-three-financial-centres-world.asp
18. 2023 Annual Report – Hong Kong Monetary Authority, accessed April 16, 2025, https://www.hkma.gov.hk/media/eng/publication-and-research/annual-report/2023/AR2023_E.pdf
19. The financial sector, cornerstone of the economy – Luxembourg.lu, accessed April 16, 2025, https://luxembourg.public.lu/en/invest/key-sectors/luxembourg-place-financiere.html
20. Singapore’s Role as ASEAN’s Financial Hub: Can it Maintain its Lead? – China Briefing, accessed April 16, 2025, https://www.china-briefing.com/china-outbound-news/singapores-role-as-aseans-financial-hub-can-it-maintain-its-lead
21. Banking Laws and Regulations 2025 | Switzerland – Global Legal Insights, accessed April 16, 2025, https://www.globallegalinsights.com/practice-areas/banking-and-finance-laws-and-regulations/switzerland/
22. Financial Stability Review 2024 – Monetary Authority of Singapore, accessed April 16, 2025, https://www.mas.gov.sg/-/media/mas-media-library/publications/financial-stability-review/2024/financial-stability-review-2024.pdf
23. Regulation – Monetary Authority of Singapore, accessed April 16, 2025, https://www.mas.gov.sg/regulation
24. FINRA vs. SEC: Understanding Financial Regulatory Bodies – LeapXpert, accessed April 16, 2025, https://www.leapxpert.com/finra-vs-sec-understanding-financial-regulatory-bodies/
25. FINRA Examination and Risk Monitoring Programs, accessed April 16, 2025, https://www.finra.org/rules-guidance/key-topics/finra-examination-risk-monitoring-programs
26. Banking Stability – Hong Kong Monetary Authority, accessed April 16, 2025, https://www.hkma.gov.hk/media/eng/publication-and-research/annual-report/2023/15_Banking_Stability.pdf
27. 2019 IMN Survey of National/Regional Progress in the Implementation of G20/FSB Recommendations, accessed April 16, 2025, https://www.fsb.org/uploads/HK-IMN2019.pdf
28. The Prudential Regulation Authority’s approach to cost benefit analysis – Bank of England, accessed April 16, 2025, https://www.bankofengland.co.uk/prudential-regulation/publication/2024/december/pra-approach-to-cost-benefit-analysis-statement-of-policy
29. The growth gap: a literature review of regulation and growth – Financial Conduct Authority, accessed April 16, 2025, https://www.fca.org.uk/publication/research-notes/growth-gap-research-note.pdf
30. Banking Laws and Regulations 2025 | Luxembourg – Global Legal Insights, accessed April 16, 2025, https://www.globallegalinsights.com/practice-areas/banking-and-finance-laws-and-regulations/luxembourg/
31. Luxembourg: Financial Sector Assessment Program — Technical Note–Macroprudential Framework and Policies – International Monetary Fund (IMF), accessed April 16, 2025, https://www.imf.org/-/media/Files/Publications/CR/2017/cr17256.ashx
32. UAE Enforcement Update: The FSRA and the DFSA Issue New AML-Related Fines, accessed April 16, 2025, https://www.globalinvestigations.blog/united-arab-emirates/uae-enforcement-update-the-fsra-and-the-dfsa-issue-new-aml-related-fines/
33. Regulatory Readiness in the UAE: Meeting DFSA and FSRA Standards | ACA Group, accessed April 16, 2025, https://www.acaglobal.com/events/regulatory-readiness-uae-meeting-dfsa-and-fsra-standards
34. Tools for Regulatory Quality and Financial Sector Regulation | OECD, accessed April 16, 2025, https://www.oecd.org/en/publications/tools-for-regulatory-quality-and-financial-sector-regulation_218772641848.html
35. JFSC sets standard for international finance centre regulation, accessed April 16, 2025, https://www.jerseyfsc.org/news-and-events/jfsc-sets-standard-for-international-finance-centre-regulation/
36. Global Financial Centre Index: Dubai becomes a ‘Global Leader’ and achieves several ‘firsts’ – DIFC, accessed April 16, 2025, https://www.difc.com/whats-on/news/global-financial-centre-index-dubai-becomes-a-global-leader–and-achieves-several-firsts
37. Which country is best for wealth management? | LyonsWealth, accessed April 16, 2025, https://lyonswealth.com/blog-details/best-countries-for-wealth-management.html
38. assets.kpmg.com, accessed April 16, 2025, https://assets.kpmg.com/content/dam/kpmgsites/xx/pdf/2023/01/TIES-Switzerland.pdf.coredownload.inline.pdf
39. www2.deloitte.com, accessed April 16, 2025, https://www2.deloitte.com/content/dam/Deloitte/global/Documents/Tax/dttl-tax-singaporehighlights-2025.pdf
40. www2.deloitte.com, accessed April 16, 2025, https://www2.deloitte.com/content/dam/Deloitte/us/Documents/Tax/us-tax-taxation-of-foreign-nationals-by-the-us-2025.pdf
41. www2.deloitte.com, accessed April 16, 2025, https://www2.deloitte.com/content/dam/Deloitte/global/Documents/Tax/dttl-tax-hongkonghighlights-2025.pdf
42. Hong Kong SAR – Individual – Other taxes – Worldwide Tax Summaries (PwC), accessed April 16, 2025, https://taxsummaries.pwc.com/hong-kong-sar/individual/other-taxes
43. Mobility Matters – KPMG International, accessed April 16, 2025, https://kpmg.com/kpmg-us/content/dam/kpmg/pdf/2025/mobility-matters-income-gains-regime.pdf
44. International Tax Luxembourg Highlights 2025 – Deloitte, accessed April 16, 2025, https://www2.deloitte.com/content/dam/Deloitte/global/Documents/Tax/dttl-tax-luxembourghighlights-2025.pdf
45. United Arab Emirates – Corporate – Taxes on corporate income, accessed April 16, 2025, https://taxsummaries.pwc.com/united-arab-emirates/corporate/taxes-on-corporate-income
46. Guide to the zero / ten corporate tax structure, accessed April 16, 2025, https://www.gov.je/SiteCollectionDocuments/Tax%20and%20your%20money/ID%20IncTaxGuideToZeroTen%2020080617%20MC.pdf
47. Taxation in Jersey – Wikipedia, accessed April 16, 2025, https://en.wikipedia.org/wiki/Taxation_in_Jersey
48. Automatic exchange of information on financial accounts, accessed April 16, 2025, https://www.sif.admin.ch/en/automatic-exchange-information-aeoi
49. CRS & FATCA Regulations in Singapore: Overview | Acclime, accessed April 16, 2025, https://singapore.acclime.com/guides/crs-fatca-regulations/
50. Basic information for account holders of Financial Institutions – IRAS, accessed April 16, 2025, https://www.iras.gov.sg/taxes/international-tax/common-reporting-standard-(crs)/basic-information-for-account-holders-of-financial-institutions
51. The Common Reporting Standard – A Global F.A.T.C.A. – Publications, accessed April 16, 2025, https://publications.ruchelaw.com/news/2016-01/Vol3No01-02-Guest-CRS.pdf
52. www.pictet.com, accessed April 16, 2025, https://www.pictet.com/content/dam/www/documents/legal-and-notes/crs-forms-for-entities/fiocdeinfHKGen.pdf.coredownload.pdf
53. Automatic Exchange of Financial Account Information (AEOI) – HKEX, accessed April 16, 2025, https://www.hkex.com.hk/Services/Clearing/Securities/Special-Topics/Automatic-Exchange-of-Financial-Account-Information-(AEOI)?sc_lang=en
54. Automatic Exchange of Information: introduction – GOV.UK, accessed April 16, 2025, https://www.gov.uk/guidance/automatic-exchange-of-information-introduction
55. Luxembourg: ACD’s FATCA and CRS Compliance Audits – TAINA Tech, accessed April 16, 2025, https://www.taina.tech/resources-news-and-awards/luxembourg-acds-fatca-and-crs-compliance-audits?_nodeTranslation=360
56. FATCA/IGA/CRS – KPMG International, accessed April 16, 2025, https://kpmg.com/us/en/taxnewsflash/fatca-iga-crs.html
57. Automatic Exchange of Information – FATCA and CRS – Ministry of Finance – وزارة المالية, accessed April 16, 2025, https://mof.gov.ae/fatca-and-crs/
58. Channel Islands: FATCA and CRS Compliance – TAINA Tech, accessed April 16, 2025, https://www.taina.tech/resources-news-and-awards/channel-islands-fatca-and-crs-compliance?_nodeTranslation=362
59. Ensuring FATCA and CRS compliance in the Channel Islands: Key requirements and solutions – FinTech Global, accessed April 16, 2025, https://fintech.global/2025/02/07/ensuring-fatca-and-crs-compliance-in-the-channel-islands-key-requirements-and-solutions/
60. IRD : Reportable Jurisdictions – Inland Revenue Department, accessed April 16, 2025, https://www.ird.gov.hk/eng/tax/aeoi/rpt_jur.htm
61. Luxembourg Trusts: Creation and Management Guide – EasyBiz, accessed April 16, 2025, https://easybiz.lu/en/blog/create-a-trust-in-luxembourg
62. Introduction of Hong Kong Trust — Hong Kong Business — kaizen, accessed April 16, 2025, https://www.bycpa.com/html/news/202312/2876.html
63. Key features of DIFC Trust Law – Ocorian, accessed April 16, 2025, https://www.ocorian.com/insights/key-features-difc-trust-law
64. Asset protection strategies in Switzerland and Liechtenstein, accessed April 16, 2025, https://www.centrolaw.ch/en/insights/detail/how-to-achieve-legitimate-asset-protection
65. The Ultimate Guide to Trust Asset Protection | OC Elder Law, accessed April 16, 2025, https://www.ocelderlaw.com/trust-asset-protection
66. Jersey Trust for Asset Protection Offshore | Global Residence Index, accessed April 16, 2025, https://globalresidenceindex.com/jersey-trust-for-asset-protection-offshore/
67. assets.kpmg.com, accessed April 16, 2025, https://assets.kpmg.com/content/dam/kpmg/sg/pdf/2019/10/Singapore-Variable-Capital-Companies.pdf
68. Planning Guide to Charitable & Private Trusts in Hong Kong – pbl legal, accessed April 16, 2025, https://pbl.legal/insights/hong-kong-trusts-a-guide-to-planning-structures-for-high-net-worth-individuals-and-families/
69. UK Asset Protection Trusts vs Wills: Key Differences – Swansea Legal Solutions, accessed April 16, 2025, https://swansealegalsolutions.co.uk/uk-asset-protection-trusts-vs-traditional-wills/
70. Guernsey foundations – Bedell Cristin, accessed April 16, 2025, https://www.bedellcristin.com/knowledge/briefings/fy-1920/guernsey-foundations/
71. How to Value a Wealth Management Firm – Mercer Capital, accessed April 16, 2025, https://mercercapital.com/content/uploads/How-to-Value-Wealth-Mgmt-2021-.pdf
72. Policy Framework for Jersey Financial Services Industry, accessed April 16, 2025, https://www.gov.je/Industry/Finance/pages/policyframeworkforjerseyfinancialservicesindustry.aspx
73. Hong Kong maintains 3rd place in global financial centers index – Xinhua, accessed April 16, 2025, https://english.news.cn/20250320/b3088ff156fc400a8b5baf5afa677a24/c.html
74. Hong Kong maintains third place globally with higher rating in Global Financial Centres Index – Government Information Centre, accessed April 16, 2025, https://www.info.gov.hk/gia/general/202503/20/P2025032000391.htm
75. Key facts about the UK as an international financial centre 2024 – TheCityUK, accessed April 16, 2025, https://www.thecityuk.com/our-work/key-facts-about-the-uk-as-an-international-financial-centre-2024/
76. Switzerland remains the world’s leading centre for international wealth management, accessed April 16, 2025, https://finance.swiss/en/news-and-events/switzerland-remains-the-world-s-leading-centre-for-international-wealth-management/
77. SINGAPORE ASSET MANAGEMENT SURVEY 2023 – Monetary …, accessed April 16, 2025, https://www.mas.gov.sg/-/media/mas/news-and-publications/surveys/asset-management/singapore-asset-management-survey-2023.pdf
78. www.sfc.hk, accessed April 16, 2025, https://www.sfc.hk/-/media/EN/files/COM/Reports-and-surveys/AWMAS-2023_E.pdf?rev=5549c0965c604a2ba01e6014cf9731a7&hash=574309F73EA20486078C0BA023F7CE47
79. The new era of wealth management in Hong Kong – AlTi Global, accessed April 16, 2025, https://alti-global.com/ideas/the-new-era-of-wealth-management-in-hong-kong
80. 1 UK INVESTMENT MANAGEMENT INDUSTRY: A GLOBAL CENTRE, accessed April 16, 2025, https://www.theia.org/sites/default/files/2023-10/Investment%20Management%20in%20the%20UK%202022-2023%20-%20Chapter%201.pdf
81. Luxembourg Greenlights 61 New Financial Entities, Industry AuM Rises – Wealth Briefing, accessed April 16, 2025, https://www.wealthbriefing.com/html/article.php/luxembourg-greenlights-61-new-financial-entities,-industry-aum-rises
82. ADGM’s 2024 Performance With 245% Growth in AUMs Highlights Global Influence, accessed April 16, 2025, https://www.adgm.com/media/announcements/adgms-2024-performance-with-245-growth-in-aums-highlights-global-influence
83. Jersey Funds and Regulatory Industry Update – January 2025 – Mourant, accessed April 16, 2025, https://www.mourant.com/news-and-views/updates/updates-2025/jersey-funds-and-regulatory-industry-update—january-2025.aspx
84. Jersey Funds and Regulatory Industry Update – January 2025 – Mourant, accessed April 16, 2025, https://www.mourant.com/file-library/media—2025/mourant—jersey-funds-and-regulatory-industry-update—january-2025.pdf
85. The Global Financial Centres Index 36 – Professional Articles – Z/Yen, accessed April 16, 2025, https://www.zyen.com/publications/professional-articles/the-global-financial-centres-index-36/
86. The Global Financial Centres Index 37 – Public Reports – Long …, accessed April 16, 2025, https://www.longfinance.net/publications/long-finance-reports/the-global-financial-centres-index-37/
87. GFCI-Report 2020 – Finance Swiss, accessed April 16, 2025, https://finance.swiss/en/news-and-events/gfci-switzerland-s-financial-centre-ranked-number-1-in-continental-europe/
88. The Global Financial Centres Index 37 – Public Reports – Z/Yen, accessed April 16, 2025, https://www.zyen.com/publications/public-reports/the-global-financial-centres-index-37/
89. Financial services in the UK – London – UK Parliament, accessed April 16, 2025, https://researchbriefings.files.parliament.uk/documents/SN06193/SN06193.pdf
90. How To Evaluate And Select Professional Wealth Managers | Family Matters On Line, accessed April 16, 2025, https://www.familymattersonline.info/how-to-professional-wealth-managers/
91. The Global Financial Centres Index – China Development Institute, accessed April 16, 2025, https://en.cdi.org.cn/component/k2/itemlist/category/74-the-global-financial-centres-index
92. Regulatory developments – PwC, accessed April 16, 2025, https://www.pwc.ch/en/publications/2024/pwc_overview_regulatory_developments_en_202501.pdf
93. The 6 Best Countries for Offshore Wealth Management – SelfKey, accessed April 16, 2025, https://selfkey.org/best-countries-for-offshore-wealth-management/
94. 5 Places to Grow Wealth | Global Report – HSBC International Services, accessed April 16, 2025, https://internationalservices.hsbc.com/manage-wealth-abroad/top-places-to-grow-wealth/
95. Fiduciary — GFSC, accessed April 16, 2025, https://www.gfsc.gg/news/fiduciary