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High-Net-Worth Investment Insights

Key insights from the family office investment forum

Last week, I attended the Family Office Investment Forum, organised by The Global Investment Institute. It was a brilliantly executed…

Orchestrating wealth: the power and rise of the virtual family office (VFO)

Managing significant wealth is a complex task. High-net-worth business owners, individuals and families often navigate a tangled web of relationships…

Why you should use multiple advisers to manage your wealth

When you have significant wealth, I think it is a trap to rely on only one adviser for all your…

Now is not the time for investing in private credit

To paraphrase from Zoolander, private credit is so hot right now. It seems it is the one asset class that…

What is a virtual family office and why you need one?

It's generally accepted that you need a net worth of $100 million or more to consider establishing a traditional family…

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This website contains general advice which does not consider your particular circumstances. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs. You should seek professional financial advice before acting on anything contained in this website.