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We nurture, grow and structure the assets of extraordinary people to help them make the most of their wealth.

Our founders built Palmela to be a central point of liaison for our clients. Having advised on, built and grown complex multi-jurisdictional structures over the last 20 years, the team at Palmela have a deep understanding of your needs - from individuals to multi-generational families.

We are innovators and entrepreneurs who believe in proactive planning over reactive solutions to help our clients thrive.

Our primary focus is to build and connect you with a network of collaborative and experienced people that work with us and you to plan, maintain and grow your wealth.

Whether your goals are tax efficiency, investment opportunities, fund formation, wealth preservation or adding to your collection of alternatives -

We're here, for every move you make.

SUSTAINABLE
WEALTH

OUR FINANCIAL SUSTAINABILITY COMMITMENT


Our mission is to empower you to leverage your wealth for good, providing you with the knowledge, insights, and strategic solutions you need to make a meaningful difference.

What sets Palmela apart is our deep-rooted experience in working with families, investors & entrepreneurs for decades. We have witnessed the transformative power of sustainable wealth and impact investing, and we are committed to sharing our expertise to help you achieve your unique goals and visions. Our network of sustainability and impact professionals ensures that you receive comprehensive guidance, tailored specifically to your needs.

 

Creating sustainability in finance is at the core of our values and mission. We believe that sustainable finance goes beyond short-term gains and profit maximisation. For us, it means integrating environmental, social, and governance (ESG) factors into investment decisions, fostering long-term resilience, and ensuring a positive impact on society and the planet.

We are committed to guiding our clients towards responsible investment practices, supporting innovative solutions, and actively engaging with stakeholders to drive positive change. At Palmela, sustainability in finance is about creating a better future, one that balances financial success with social and environmental well-being.

MEET OUR SENIOR TEAM

Our team is a striking combination of young talent and experienced professionals. We thrive on the balance between tried-and-true solutions and innovation.

 


JESSIKA BERNS
operations & impact

 


LOUISE DONADIEU
marketing

 


PIERRE ROUSSEAU
impact & sustainable finance

 


GIANNI DE BORTOLI
director luxembourg

 


HILESH CHAVDA
director london

 


JEAN-LUC GUSTAVE
director of client solutions 

 

THE LATEST INSIGHTS

Your world is ever changing. So we provide the insights you need to ensure you are where you need to be. We partner with some of the best minds in the industry to ensure we can bring you the most up to date and relevant information.

 

  • TRANSATLANTIC TAX TALKS: HNW MOBILITY AND THE PRIVATE MARKETS
    Join us for a panel discussion where we will talk about tax and immigration, real estate, private wealth asset structuring, and your reporting obligations for all of the above. 
    READ MORE
  • OPTIMISING WEALTH IN PORTUGAL

    At a recent event in Palmela's Lisbon office, experts from law firm MdME offered extensive local knowledge on Portugal's evolving regulatory landscape.

    READ MORE
  • WHAT IS A FAMILY OFFICE

    Family offices have become increasingly popular over the past several years. What are they and how can they support UHNW families?

    READ MORE

WE ARE HERE TO HELP

Whether you're setting up new structures or transferring existing ones, we have everything and everyone you need in one place to support you.

Whatever your goals, our team is here for you.


OUR PARTNERS

Our clients gain exclusive access to our global network of partners. By collaborating with the world's best providers, we are able to offer a full suite of services that give our clients everything they need in one place.

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Antarctica is a global leader in hedge fund and private equity research, aiming to “know and understand our markets better than anybody else.” Equipping professional investors with information and a curated offering of investment portfolios, informed by in-depth global research, operation and legal due diligence, and risk analysis.

Together, Palmela and Antarctica Asset Management are pleased to offer a wealth of experience, resources, and dedicated focus to assist our clients in investing in hedge funds and private markets to achieve broader investment objectives.

kendris processed copy
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Kendris is a leading independent Swiss partner specialising in tax and legal advice.

Kendris and Palmela work together to provide an all-round solution for private clients, giving clients access to custom reporting, personalised portals - an all-in-one tax efficiency service - planning and implementing structures in the most efficient way possible. 

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Delio's platform transforms distribution, management, and reporting for financial institutions. Seamlessly integrating origination, distribution, transactions, and reporting. Delio improves efficiency, governance, and user experience.

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Operating in 50 cities across Europe, Quintet is a private bank for people who see the world differently. With its reputation as a trusted financial institution, complements our expertise in the private client and private fund community.

The collaboration provides our clients with access to a comprehensive suite of private banking services.