We believe that the core of our clients’ wealth should be managed in a transparent and liquid manner, with exposure to equities, bonds and absolute return strategies. However, Alternative Investments are an essential and, to many, a fascinating way to both increase...
In all aspects of life I have always felt it is incredibly important to look at incentives when considering how people will behave. It sounds like an obvious statement but in reality it is something that is very often overlooked, particularly in the wealth management...
I believe that culture is a development from the way you think, the way you feel, and the way you act. It is about the values that you operate under, both in public and in private. Culture in a business context is centred around the way a company and those in it carry...
In October 2008, I was heading off to a wonderful honeymoon and the start of a new stage of life. Unfortunately, this turned out to be the month after Lehman went bust. I was extremely concerned that the company I worked for, which had a similar ownership structure...
It is not a question I am asked very often, but it is a question I can see that people want to ask. It is also a question I want people to ask. But then what is a Private Bank? What are Stockbrokers? And what, in fact, is a Family Office? At least most of us are happy...