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

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

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

This year is flying by fast! I cannot believe we are already halfway through 2024 and steadily marching towards 2025…

The key to evaluating an investment manager is to try and figure out how they will actually handle your money.…

It’s easy to spot when a company is preparing to go public: their brand suddenly appears on every bus stop,…

As an Outsourced Chief Investment Officer (OCIO) for high-net-worth families and individuals, I get to help my clients assess all…

When investing, the fees you pay matter. Fee structures are important because they not only impact your returns but also…

I have been in the ‘higher interest rates for longer’ camp for a while now and this week it felt…

I love my job as each week an exciting array of new investments land on my desk, and I get…

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