Malta: Wealth & Asset Management

The Maltese Government recently published the Individual Tax Programme Rules through Legal Notice 195 of 2026, introducing a new framework for individuals looking to relocate to Malta and benefit from a special tax status.

With AIFMD II now transposed into Maltese law, fund promoters, asset managers and family offices have access to new regulatory pathways for establishing loan origination and private credit vehicles in Malta. The revised framework expressly permits corporate lending by Alternative Investment Funds, while the updated NAIF regime brings loan origination within scope, opening doors to EU-wide distribution through the AIFMD marketing passport.

Often the greatest challenge for individuals and families is not generating that wealth but managing its transition from one generation to the next. Ensuring that your children and possibly their children do not have financial worries (or less) and moving wealth from one generation to the next is often one of the greatest challenges, and preserving that wealth for future generations often requires a different strategy.

Malta has introduced a new Individual Tax Programme consolidating its existing residence schemes into a single framework effective January 2027. While maintaining the attractive 15% tax rate on foreign-source income, the programme introduces significantly higher economic thresholds and a five-year renewable status model, signaling a shift toward attracting genuine long-term residents willing to make substantial contributions to the Maltese economy.

Malta has secured the top position in the 2026 Global Citizenship Program Index, reinforcing its reputation as a premier destination for family offices and ultra-high-net-worth individuals...

Explore a comprehensive collection of financial sector publications covering banking, capital markets, pensions, insurance, taxation, funds, asset management, and private wealth management. Access annual reports, benchmarking studies, and industry analyses from Malta's financial services sector spanning 2023-2026.

Malta has introduced the Senior Employees of Family Offices, Back Offices and Treasury Management Operations Tax Rules ("Rules"), establishing a framework designed to attract and retain senior and specialised professionals...

Single-family offices, traditionally seen as a private wealth tool only for the mega-rich, are rapidly evolving into a potent new wealth management model as a growing number of wealthy families seek a platform that offers them more control, flexibility and long-term strategic clarity.

Family offices require a stable and innovative environment that supports their unique needs and ambitions.