I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?”…

I will be on the road and my blog might be taking a little break due to iffy internet connections. Do not worry, I’m not abandoning ship. Oh no! What if the markets crash while I’m gone? My team are here holding the fort plus my trusty TM-IM system will be on duty, managing those…

I had a simple family dinner over the weekend, nothing fancy, just a normal meal. Then the bill came, and for a moment I wondered if the restaurant had secretly turned into a hedge fund. Prices seemed to be rising faster than the stock market. Jokes aside, it was a small but very real reminder…

War headlines, stubborn inflation, oil flirting above USD90, tariffs, and global trade tensions… If you only read the news, you would probably expect markets to be deep in the red and yet Wall Street keeps climbing. Confused? You are not alone. Why the disconnect? So is the market seeing something we are missing? Or is…

Family offices often balance a mix of wealth preservation, growth, diversification and philanthropy, depending on their goals and risk tolerance. Over the coming years, priorities may shift with some focusing on growth while others prioritize preserving and diversifying their portfolios. Portfolios are typically diversified across asset classes, including stocks, bonds, real estate, private equity, digital…