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Wealth management or private banking services range from traditional lending or investment management to tax planning or asset protection. These are regulated by the Malta Financial Services Authority (MFSA). As Malta is positioning itself as a world-class offshore financial centre, Malta is committed to efficient regulation and consumer protection.
Generally speaking, you should look for a wealth manager if you think you need help with financial planning. A bank is prone to offer you more sophisticated services as you get wealthier, but only to the extent that you park your money at this bank.
Alternatively, you may seek fee-based financial advice. Such fees can be worth the price if you hold very large sums of wealth, as the fees may be largely offset by higher returns on your investable wealth.
Issues for expatriates
Financial planning complexity increases dramatically when you become an expatriate, as additional cross-border issues must be taken into account. These include, but are not limited to:
In addition, departing from your home country may be subject to some paperwork there (e.g. tax compliance, letting your insurer know that you leave (See Insurance for Expats in Malta), switching to a non-resident bank account, etc.). A wealth manager in your home country is more likely to be qualified to help you with this.
In all cases, be wary of:
How contactable your wealth manager is.
Sections in FINANCIAL CONSIDERATIONS IN MALTA:
» Money Transfers for Expats in Malta
» Foreign Exchange for Expats in Malta
» Banking for Expats in Malta
» Pensions for Expats in Malta
» Investment for Expats in Malta
» Wealth Management for Expats in Malta
» Property Investment for Expats in Malta
» Insurance for Expats in Malta
We value input from our readers. If you spot an error on this page or have any suggestions, please let us know.
If you are considering moving to Malta or are soon to depart, you can find helpful information and advice in the Expat Briefing dedicated Malta section including; details of immigration and visas, Maltese forums, Maltese event listings and service providers in Malta.
From your safety to shopping, living in Malta can yield great benefits as well as occasional drawbacks. Find your feet and stay abreast of the latest developments affecting expats in Malta with relevant news and up-to-date information.
Working in Malta can be rewarding as well as stressful, if you don't plan ahead and fulfill any legal requirements. Find out about visas and passports, owning and operating a company in Malta, and general Maltese culture of the labour market.
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