Wealth on the Move: How Investment Migration is Reshaping Global Mobility

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Includes a Live Web Event on 10/15/2025 at 8:00 AM (MDT)

In this session brought to you by the International & Cross-Border Planning Knowledge Circle, Henley & Partners will share highlights from the Private Wealth Migration Report, explore what’s driving the Great Wealth Flight, and reveal where millionaires are moving to - and what it means for advisors and investors. We’ll also take a closer look at the world’s 10 wealthiest countries, the growing importance of domicile diversification, and how these trends are influencing the investment migration industry. Whether you advise clients, manage private wealth, or shape cross-border strategy, this webinar will provide valuable insights and trends.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Investment Planning
CFP Board CE Credit Hours: 0

Rory McDaid

Managing Director Private Clients

Henley & Partners

Rory McDaid is Managing Director of Private Clients at Henley & Partners Singapore and a member of the Investment Migration Council. Based in Singapore and originally from Ireland, Rory oversees client engagement and specialist advisory services, ensuring that ultra-high-net-worth individuals and their families across South and Southeast Asia receive expert guidance on residence and citizenship planning. He is also responsible for growing and managing Henley & Partners' client base throughout the region, delivering tailored solutions to meet their unique needs. Rory advises on the most attractive countries for wealthy clients, with a focus on mobility, security, privacy, estate planning, and lifestyle enhancement opportunities.

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Wealth on the Move: How Investment Migration is Reshaping Global Mobility
10/15/2025 at 8:00 AM (MDT)  |  60 minutes
10/15/2025 at 8:00 AM (MDT)  |  60 minutes In this session, Henley & Partners will share highlights from the Private Wealth Migration Report, explore what’s driving the Great Wealth Flight, and reveal where millionaires are moving to - and what it means for advisors and investors. We’ll also take a closer look at the world’s 10 wealthiest countries, the growing importance of domicile diversification, and how these trends are influencing the investment migration industry. Whether you advise clients, manage private wealth, or shape cross-border strategy, this webinar will provide valuable insights and trends.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available