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Luke D. Coupe

Luke D. Coupe

CISI Level 7 Chartered Wealth Manager, MSc Global Finance, LLB, Post-Graduate in Financial Planning (University of the Free State)

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.

Areas of Expertise

Lombard Loan Structuring
Golden Visa Advisory
Cross-Border Tax Planning
Investment Immigration
Portfolio-Backed Lending
UHNW Family Office Services
International Asset Protection
Residency by Investment Programmes
Swiss Wealth Management

Articles by Luke

Golden Visa Advisor vs Salesperson 2026: Portugal Case Study

Wealth Strategy

Golden Visa Advisor vs Salesperson 2026: Portugal Case Study

6 min read

Golden Visa Without Selling Stocks 2026: Lombard Loan Guide

Wealth Strategy

Golden Visa Without Selling Stocks 2026: Lombard Loan Guide

7 min read

California Wealth Tax 2026: Exit Strategies for $10M+ Investors

Tax Planning

California Wealth Tax 2026: Exit Strategies for $10M+ Investors

8 min read

Mauritius Golden Visa 2026: $375K Property to $1M Investment Guide

Programme Analysis

Mauritius Golden Visa 2026: $375K Property to $1M Investment Guide

7 min read

EB-5 Financing 2026: $900K Lombard Loan Without Selling Stocks

Investment Strategy

EB-5 Financing 2026: $900K Lombard Loan Without Selling Stocks

8 min read

Washington Millionaires Tax 2026: 9.9% Exit to Greece 7% or Italy €300K

Tax Planning

Washington Millionaires Tax 2026: 9.9% Exit to Greece 7% or Italy €300K

10 min read

Dubai Exit Strategy 2026: Swiss vs NZ Safe Haven for Gulf Families

Wealth Migration

Dubai Exit Strategy 2026: Swiss vs NZ Safe Haven for Gulf Families

9 min read

Best Investor Visa $5M+ 2026: NZ AIP vs Australia SIV vs EU Golden Visas

Investor Visas

Best Investor Visa $5M+ 2026: NZ AIP vs Australia SIV vs EU Golden Visas

11 min read

Trump Gold Card 2026: $1M Premium Green Card vs $900K EB-5 Compared

US Immigration

Trump Gold Card 2026: $1M Premium Green Card vs $900K EB-5 Compared

9 min read

Caribbean Citizenship 2026: St Kitts, Dominica, Grenada ($100K-$250K)

Citizenship by Investment

Caribbean Citizenship 2026: St Kitts, Dominica, Grenada ($100K-$250K)

13 min read

Trump Gold Card vs EB-5 2026: $1M Fast Track vs $900K Standard Path

US Immigration

Trump Gold Card vs EB-5 2026: $1M Fast Track vs $900K Standard Path

13 min read

Switzerland Lump-Sum Tax 2026: CHF 400K Annual for UHNW Residency

Golden Visa Guides

Switzerland Lump-Sum Tax 2026: CHF 400K Annual for UHNW Residency

13 min read

Zero-Draw Protocol 2026: Asset-Liability Matching for HNW Portfolios

Wealth Strategy

Zero-Draw Protocol 2026: Asset-Liability Matching for HNW Portfolios

12 min read

Institutional Portfolio Construction 2026: MPT, Risk Parity & Factor Investing

Portfolio Management

Institutional Portfolio Construction 2026: MPT, Risk Parity & Factor Investing

13 min read

Malta Citizenship by Investment 2026: EU Passport for UHNW Families

Citizenship by Investment

Malta Citizenship by Investment 2026: EU Passport for UHNW Families

8 min read

Family Office Playbook 2026: Institutional Golden Visa Structuring

Wealth Strategy

Family Office Playbook 2026: Institutional Golden Visa Structuring

18 min read