News

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…

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…

From Goldilocks to Stagflation: Navigating the new macro reality! I enjoyed sharing Legacy Wealth Advisors‘ investment views and market outlook with the Financial Times PWM in London recently. In our…

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…

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…

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…

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…

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…

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.

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!

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.

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.

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 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.

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.

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?’…

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.

It was a pleasure to judge the WealthBriefing European Awards 2025. Not an easy task, as the entries were very high quality. Good luck to all the nominees! Wishing you all a fabulous evening at the Awards gala dinner tonight in London.

What will the global fi nancial markets be like this year? Where does value lie? Will the incoming US administration’s policies cause an upheaval? Or will Emerging Markets again rise to the occasion and pull global growth forward?

After the excitement of the US Presidential election in November, the global markets ended the year on a more subdued note. At an aggregate level global economic data showed little momentum in…

It was good to be back at the Singapore Institute of Directors on Friday to attend the Listed Entity Director training on Board Risk. It was interesting to hear from the expert speakers and panelists. Always a…

It happened – US fed funds rates finally peaked. The Fed sprung a small surprise and cut interest rates by 50bps against a marginal majority view that the Fed would only cut rates by 25bps. The accompanying…

The second quarter of 2024 was marked by a complex interplay of strong financial market performance, persistent inflation, and geopolitical risks. While consumer spending and labor markets remained robust in…

It was a pleasure to participate in PWN Insight Tour when PWN family members from Australia and New Zealand visited Singapore. I enjoyed facilitating an interesting lunch discussion on 17th…

“Within this very competitive category, the judges’ winner stood out with their truly holistic offering and bringing together health and wealth. They go beyond investment and understand the needs of…

Congratulations to BMT on their 100th year Anniversary! An impressive achievement to have such a long history. As an independent director of the holding company BMH, a listed entity and…

It was a pleasure to collaborate again with Ladies Finance Club last week. Thank you to Molly Benjamin and Lana Grace for inviting me as an expert speaker to present…

I am delighted to have received the designation of Senior Accredited Director from the Singapore Institute of Directors. I am proud to be part of SID’s director accreditation programme and…

It is a privilege to be on the judging panel for the prestigious WealthBriefingAsia Awards 2023. Well done to all the nominees for their impressive submissions. I look forward to…

Elizabeth Hart has risen to numerous challenges in the past year. Elizabeth achieved 168% of her new business target for Barclays Private Bank Limited. Despite extensive overseas travel with her…

WIBF defines achievement as not simply careers success, but maintaining a balance between work and home. First prize winner, Elizabeth Hart, then, has achieved a great deal. A Private Banking…