Liquidity matters. It always has. It always will.

There was interesting news overnight: Two of the biggest names in private credit, Ares Management and Apollo Global Management, have…

Everything feels off… but markets don’t care

Last week I wrote this on my LinkedIn…. I wrote it from a genuine place of curiosity. I still cannot…

The biggest myths about women and investing

In honour of International Women’s Day this week, I am setting out to bust some of the most persistent myths…

Two years on: I still have concerns about private credit

Nearly two years ago, I wrote a post titled “Now is not the time for investing in private credit”. Read…

Bringing financial clarity to divorce

Over the years, I have spent a lot of time working with clients through major life transitions. One of the…

Welcome to 2026

As they say, new year, new you. So, when my good friend and fellow adviser Karam Singh from ek Private…

Collaborative Divorce

Divorce has a reputation for being adversarial, expensive and emotionally exhausting. It does not have to be that way. A…

Bitcoin is back – baby!

Lately, I’ve been going to a few investment conferences, and I’ve been surprised to see the resurgence of the Bitcoin…

Trends shaping global family offices in 2025

After a busy run of conferences and events, I finally had the chance to sit down with Citi’s 2025 Family…

Evergreen funds: flexibility or false comfort?

Last week, I moderated a session at the CII Private Assets conference on the latest trend: “evergreen” strategies. We all…

August reporting season wrap – a bit of a wild ride

Hooray! It’s over! August reporting season is done. Normally, I wouldn’t write about it, as it’s often pretty vanilla, but…

5 mistakes to avoid when investing your wealth

In my experience, most high-net-worth portfolios don’t look how you’d expect. Given the substantial asset sizes, there’s often an assumption…

Investing doesn’t have to be intimidating: join my masterclass

If you know me, you’ll know I’m passionate about investing — it’s something I’ve loved for decades. Over the years,…

Tactics vs strategy — and why you might need both in 2025

So, the first quarter of 2025 has proven to be a bit of a wild ride… Not that wild, I’d…

Correlations matter

Last week, I conducted a one-off portfolio review for a client—a highly experienced and accomplished self-directed investor. Despite their expertise,…

Our Thinking

High-Net-Worth Investment Insights

Liquidity matters. It always has. It always will.

Everything feels off… but markets don’t care

The biggest myths about women and investing

Two years on: I still have concerns about private credit

Bringing financial clarity to divorce

Welcome to 2026

Collaborative Divorce

Bitcoin is back – baby!

Trends shaping global family offices in 2025

Evergreen funds: flexibility or false comfort?

August reporting season wrap – a bit of a wild ride

5 mistakes to avoid when investing your wealth

Investing doesn’t have to be intimidating: join my masterclass

Tactics vs strategy — and why you might need both in 2025

Correlations matter

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