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…
Jan 2026 – Financial Times PWM Interview
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
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.
WealthBriefingAsia Awards 2025
A delightful evening at the WealthBriefingAsia Awards 2025. I was pleased to be part of the judging panel and to present a few awards to the deserving winners. Thank you to ClearView Financial Media, Rachel Fokes, Stephen Harris & Tom Burroughes for an enjoyable gala event.
Q3 2025 – Market Review
The defining feature of the quarter was the 1 August tariff reset. A 10% universal baseline tariff was imposed on most imports, with higher rates for Japan, Korea, Canada, Mexico, and the EU. China was granted a temporary truce at 10% until November while longer-term terms are negotiated.
Q2 2025 – Market Review
Q2 2025 was marked by an exceptional roller coaster of geopolitical and macro news flow. From tariffs to war in the Middle East and central banks cutting interest rates. The data shows that it was a quarter of marked good returns from most asset classes but it was also a quarter of exceptional worry and angst amongst governments the world over.
March 2025 – Philanthropy Impact Podcast Interview
I am pleased to share my podcast interview for Philanthropy Impact, where I share insights into my journey and my calling to make a difference in people’s lives through wealth and wellness. Thank you to John Pepin for this opportunity.
March 2025 – Financial Times PWM Wealth Management Summit
At the Financial Times PWM Wealth Management Summit held in Singapore on 13th March 2025, I was pleased to join a panel discussion entitled ‘Mapping millionaire migration: How are Asian wealth managers catering to globally mobile clients?’…
Q1 2025 – Legacy Market Review
As President Trump began issuing a wave of executive orders, the global economic outlook quickly became more complex. Governments around the world were compelled to respond to a series of challenges sparked by what is shaping up to be a transformational set of policies—policies that may well herald a new world order.