Insights, guides & briefings.
Working papers from our directors on cross-border structuring, banking, licensing, mobility and tax. Long-form guides for the topics that repay careful reading; short briefings when the news moves.
Tier-by-tier diagrams of holding stacks, funds, trusts, licensed entities and asset vehicles — with the tax drivers and the failure points.
Browse the library →The brief, the structure we built, the sequence of steps, the timeline and the fee model — real files, identifying detail removed.
Read the files →Results
Corporate banking appetite, August 2026: who is saying yes this quarter
Account opening is not uniformly hard — it is hard in specific places, for specific profiles, for reasons that change quarter to quarter. This briefing sets out where corporate accounts are actually being approved in August 2026, which profiles are being declined on sight, and how to sequence an application so the first bank is the one that says yes.
Multi-bank redundancy: why one account is now a single point of failure
De-risking exits arrive by email with thirty days' notice and no appeal. A single banking relationship is now an operational risk in its own right. This guide sets out how to build a two- or three-bank architecture across different jurisdictions, regulators and correspondent networks — and what it costs to run.
Most fintech licences fail at the bank, not at the regulator
Most fintech founders assume the regulator is the hard part. In practice, the FCA, MFSA, DFSA or CBB will approve on paper — and the acquiring bank will then decline on evidence. Safeguarding accounts, settlement banking and card-scheme sponsorship are where EMI and PSP applications quietly collapse. This is what a bankable licence file actually looks like in 2026.
A guide to private banking onboarding for HNW clients
Tier-one private banks in Singapore, Hong Kong, Monaco, Zurich and Geneva have narrowed their acceptance criteria significantly since 2023. Source-of-wealth documentation, structure diagrams, tax residency and expected activity all need to arrive in a single, coherent file. Prepared properly, an HNW onboarding still funds in 60 days. This guide covers exactly what the relationship managers want to see.
Every insight starts as a real client file.
If a piece here maps to your situation, the fastest next step is a director call — written diagnosis in five business days, fixed-fee from the first line.