Insights

You are the love of your life

In this article, we explore the financial milestones that come with major life transitions. From cohabitation and prenups to emergency planning and inheritance discussions. These moments require openness and careful financial thinking. Planning ahead isn’t just about being prepared – it’s an act of love for yourself and for your future together.

From crisis to comeback: European banks outperform expectations

The Euro Stoxx Banks Index has surged approximately 52% in USD—outpacing even the Bloomberg Mag 7 Index’s 40% gain. This shift signals a long-awaited rebalancing in global markets. Will the sector remain resilient?

Trump’s tariffs – what now?

Today, global markets awoke to the disturbing news of tariffs imposed by the U.S. In this special issue market update, Scott Blair, Chief Investment Officer, unpacks the impact of these tariffs, how markets are responding, and what it means for your portfolio.

How to find your business's hidden value and unlock its potential

In this, the first in a series of articles sharing essential wealth insights for business owners, Jason Kinnear, Manager, Family Office Services, discusses value and why understanding it is important, why knowing “your number” is key to sound planning, and how the right exit strategy can help unlock the value of your business and achieve your long-term financial goals. 

DeepSeek disruption: is the AI party over?

For the past two years, AI has been the talk of the market’s party. Growing in popularity, and driving record stock performance, all while fueling investor excitement. But in late January, a little-known Chinese AI company, DeepSeek, crashed the festivities— disrupting the industry and wiping out over a trillion dollars in market value in a single day.