Chartered Wealth Manager
Luke D. Coupe is a CISI Level 7 Chartered Wealth Manager specialising in cross-border wealth management and investment immigration for high-net-worth and ultra-high-net-worth families. With 10 years of experience advising HNW and UHNW clients and 7 years advising on investment migration and golden visa programmes, Luke has guided families through complex residency by investment pathways including Portugal Golden Visa, New Zealand AIP, Greece Golden Visa, and US EB-5 programmes. He holds an MSc in Global Finance, an LLB in Law, and a Post-Graduate in Financial Planning from the University of the Free State. He serves as an advisor to the University of London's finance committee. Luke advises on Lombard loan structuring, Swiss wealth management, international tax optimization, asset-backed lending strategies, and multi-jurisdictional estate planning.
Wealth Strategy
6 min read
Wealth Strategy
7 min read
Tax Planning
8 min read

Programme Analysis
7 min read
Investment Strategy
8 min read

Tax Planning
10 min read

Wealth Migration
9 min read
Investor Visas
11 min read
US Immigration
9 min read
Citizenship by Investment
13 min read
US Immigration
13 min read
Golden Visa Guides
13 min read
Wealth Strategy
12 min read
Portfolio Management
13 min read

Citizenship by Investment
8 min read

Wealth Strategy
18 min read