Market views, planning ideas and clear updates from the people who manage client relationships every day.
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Markets rarely move in straight lines, and the late stages of a cycle often reward discipline more than bold calls. In this piece we walk through the three questions our investment committee is asking this quarter: how much risk each portfolio is really carrying, where income can be earned without stretching for yield, and which positions would still make sense if conditions changed quickly. We also explain why we rebalance on a schedule rather than on instinct, and what that means for clients who want steady, predictable outcomes.
Read the articleWhy a clear succession plan protects both assets and relationships, and the four documents most families should review before any transfer happens.
How Lombard lending works, why loan-to-value limits matter in a falling market, and the questions to ask before borrowing against a portfolio.
Practical steps for opening the conversation about wealth with children and relatives, from a simple family charter to planned education on managing money.
A will is only useful if it still matches your family, your assets and the country where you live. Here are the questions we ask every client before any change is made.
Holding assets in several countries adds tax, currency and reporting complexity. A simple map of where your assets sit is the first step to managing it well.
Rebalancing sounds technical, but its purpose is simple: keep your portfolio close to the risk level you agreed. Here is how and when we do it.
A review of the month's main market moves, what drove them, and what they mean for diversified portfolios. Focus on process and risk rather than short-term headlines.
Our quarterly view on asset allocation, including where we are comfortable with risk, where we are trimming, and the scenarios we are planning for.
The UAE dirham has been pegged to the US dollar for decades. We explain what that peg means for clients holding assets in other currencies, and where currency exposure still needs managing.
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Book a consultationContent on this page is for general information only and does not constitute investment, legal, tax or financial advice, or an offer to buy or sell any product. Past performance is not a reliable indicator of future results. Views expressed are those of the authors on the date shown and may change. Values can go down as well as up, and you may get back less than you invest.