April 2026 – WealthBriefing European Awards
Last week’s WealthBriefing European Awards at the London Marriott Grosvenor Square was a fantastic celebration of the very best in our industry. The energy in the room was a testament…
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Q1 2026 – Market Review
A quarter when geopolitics moved back to centre stage The first quarter of 2026 will be remembered for the return of geopolitical shock as the dominant market driver. The global…
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March 2026 – Global Private Banking Awards
What does “excellence” in private banking look like in 2026? We are delighted for our founder and CEO, Elizabeth Hart, to be a part of the judging panel for the Financial…
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Feb 2026 – Happy Lunar New Year!
The Foundation of Prosperity: Why Harmony Matters This Lunar New Year. As we celebrate the dawn of the Year of the Fire Horse, it’s a powerful time to reflect on…
Read More 2026 Outlook – Ten Key Investment Themes
1. Momentum without a safety net Markets enter 2026 with momentum rather than fresh policy stimulus. The rally that closed 2025 reflected confidence in growth rather than an expectation that…
Read More 2025 Market Review
Executive Summary 2025 will be remembered as the year in which global markets stopped taking US policy announcements at face value. What began as a hopeful transition toward lower inflation…
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Jan 2026 – Financial Times PWM Interview
I was so pleased to be invited for a video interview with the Financial Times PWM in London recently. What is the missing piece in succession planning? Check out my interview to…
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Dec 2025 – New Judge for Financial Times
I am delighted to have been appointed a judge for the Financial Times PWM Global Private Banking Awards. It is an honour to be included alongside industry veterans on the judging panel of these prestigious awards.
WealthBriefingAsia EAM Awards 2025
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It was a pleasure to attend the WealthBriefingAsia EAM Awards 2025 at the Mandarin Oriental Hotel in Singapore last week. Congratulations to all the award winners! 👏 👏 Keep up your hard work of setting standards of excellence for independent wealth managers in Asia!
Sept 2025 – Contribution to Standard Chartered Bank Article
It was a pleasure to contribute to this very interesting article on Standard Chartered Bank intensifying its focus on the wealth business. A bold move 💪 backed by significant investment in technology, training & broadening of the investment offering.