I recently asked my capable partner to pull together some data on our global clients, and the results tell an interesting story about age and wealth. Looking at the age distribution of my clients by total assets under advisory, a clear picture emerges. The bulk of wealth naturally concentrates in the 50 to 69 age…

Over the past one week or so, I have been meeting a number of Chinese investors and prospects from Australia, China, Hong Kong, and Singapore. These have been very engaging discussions, sometimes serious, sometimes filled with laughter and always meaningful. These introductions came through referrals from my close-knit and genuine network of clients and partners….

Everyone talks about saving money but few have a clear plan to make it happen. Whether you are just starting out or already on your wealth-building journey, the next five years can be a turning point for your financial future. In this exclusive webinar, my partner will share practical insights on how to choose the…

Risk assets (stocks) bucked the usual bearish seasonal trends in September, with technology and US small caps leading the way. The S&P 500 and Nasdaq 100 both outperformed, extending gains from their post-Liberation Day lows. Gold surged 10% to a record monthly close, oil lagged, and global equities including emerging markets delivered solid returns. Despite…

I had a lively debate with a couple of clients this morning, with everyone trying to figure out whether we are on the verge of an AI bubble or just warming up. The irony with big growth stories is that investors often worry about how the show ends before the curtain has even risen. Growth…