Back to Resources
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 & Investment Advice 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 adviser to the University of London's finance committee. Luke advises on Lombard loan structuring, Swiss wealth management, international tax optimisation, 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
Investment Advice
Retirement Planning
Financial Planning
Citizenship by Investment

Articles by Luke

Golden Visa Adviser vs Salesperson 2026: Portugal Case Study

Wealth Strategy

Golden Visa Adviser vs Salesperson 2026: Portugal Case Study

8 min read

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

Tax Planning

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

5 min read

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

Programme Analysis

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

4 min read

EB-5 Financing 2026: $800K Lombard Loan Without Selling Stocks

Investment Strategy

EB-5 Financing 2026: $800K Lombard Loan Without Selling Stocks

9 min read

Washington Millionaires Tax 2026: Exit to Greece or Italy

Tax Planning

Washington Millionaires Tax 2026: Exit to Greece or Italy

24 min read

New Zealand AIP Visa 2026: NZ$5M Active Investor Plus

Investor Visas

New Zealand AIP Visa 2026: NZ$5M Active Investor Plus

13 min read

Portugal Golden Visa 2026: €500K Fund, 7 Days a Year

Golden Visa Guides

Portugal Golden Visa 2026: €500K Fund, 7 Days a Year

12 min read

Lombard Loan Golden Visa 2026: Borrow Without Liquidating

Financing Strategies

Lombard Loan Golden Visa 2026: Borrow Without Liquidating

10 min read

Greece Golden Visa 2026: €250K-€800K, No Residency

Golden Visa Guides

Greece Golden Visa 2026: €250K-€800K, No Residency

9 min read

Greece vs Portugal Golden Visa 2026: €400K vs €500K

Comparisons

Greece vs Portugal Golden Visa 2026: €400K vs €500K

13 min read

Best Golden Visa 2026: Top 10 Programmes Ranked by Cost and ROI

Rankings

Best Golden Visa 2026: Top 10 Programmes Ranked by Cost and ROI

12 min read

UAE Golden Visa 2026: AED 2M Investment, 0% Income Tax Dubai

Golden Visa Guides

UAE Golden Visa 2026: AED 2M Investment, 0% Income Tax Dubai

15 min read

Caribbean Citizenship 2026: St Kitts, Dominica, Grenada

Citizenship by Investment

Caribbean Citizenship 2026: St Kitts, Dominica, Grenada

19 min read

Australia Investor Visas: Closed Since 31 July 2024

Golden Visa Guides

Australia Investor Visas: Closed Since 31 July 2024

13 min read

Trump Gold Card vs EB-5 2026: $1M vs $1.05M

US Immigration

Trump Gold Card vs EB-5 2026: $1M vs $1.05M

13 min read

USA Investor Visa 2026: EB-5, E-2 and L-1 Compared

US Immigration

USA Investor Visa 2026: EB-5, E-2 and L-1 Compared

11 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

21 min read

Italy Flat Tax 2026: €300K Annual on Worldwide Income for HNWIs

Golden Visa Guides

Italy Flat Tax 2026: €300K Annual on Worldwide Income for HNWIs

15 min read

Greece 7% Tax 2026: Article 5A Non-Dom Saves €550K

Tax Planning

Greece 7% Tax 2026: Article 5A Non-Dom Saves €550K

5 min read

Portugal Golden Visa 2026: €500K, No Monthly Payments

Financing Strategies

Portugal Golden Visa 2026: €500K, No Monthly Payments

18 min read

Denmark Citizenship Freeze 2026: Sovereign Risk Analysis

Immigration Policy

Denmark Citizenship Freeze 2026: Sovereign Risk Analysis

22 min read

Paraguay Investor Visa 2026: $200K, 30-Day Residency

Wealth Strategy

Paraguay Investor Visa 2026: $200K, 30-Day Residency

12 min read

Zero-Draw Protocol 2026: Asset-Liability Matching

Wealth Strategy

Zero-Draw Protocol 2026: Asset-Liability Matching

11 min read

Portugal 10-Year Trap 2026: Panama Pivot via Lombard Financing

Strategic Analysis

Portugal 10-Year Trap 2026: Panama Pivot via Lombard Financing

8 min read

Institutional Portfolio Construction 2026: MPT vs Risk Parity

Portfolio Management

Institutional Portfolio Construction 2026: MPT vs Risk Parity

11 min read

Family Office Playbook 2026: Golden Visa Structuring

Wealth Strategy

Family Office Playbook 2026: Golden Visa Structuring

12 min read