Investment Letter Q1 2026

The first quarter of the year proved a tale of two halves. Through January and February, markets continued where they had left off in 2025. Buoyed by the prospect of interest rate cuts and stimulative fiscal policy in developed markets, cyclical regions and sectors...
Spears 500 2026 Indices – Adviser Recognition

Financial Times: Gifting and Inheritance

We are pleased to see one of our Advisers, Kamila Samin, featured in a Financial Times article exploring the practicalities of gifting and inheritance within high-net-worth families. Full article below: Is it ever right to give one child more money than...

Lincoln Podcast – March 2026

In this episode, Fred Hervey (CIO) and Michael Horsey (Co-Head of Advisory & Portfolio Manager) cover recent geopolitical developments and their implications for markets, including events in the Middle East, Japan and Venezuela. The conversation explores potential...