Research notes, market letters, and long-form essays from our investment office — written for clients first.
After a decade of financial-asset dominance, tangible assets — land, infrastructure, commodities — are reasserting themselves in allocator conversations. We examine what changed, what did not, and how private clients can position with patience rather than enthusiasm.
Read the essayHow cross-border families are rewriting classic trust structures for a more fluid world.
Our view on where risk premia will compress — and where they will not.
A gentle reminder, written for nervous first-quarter clients.
Practical responses for UK-resident non-domiciled clients ahead of the April review.
Designing a foundation that serves two generations without consuming them.
Our annual letter to clients: themes, tactics, and temperament for the year to come.
Why we are adding selective duration after a three-year absence.
On the art of designing structures that hold up in court — and at family dinners.