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…
March 2026 – Global Private Banking Awards
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…
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…
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…
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…
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.