We answer the question by analysing where our clients came from, why they talked to us and what we changed. We measure the changes in terms of capital efficiency: maximising the benefits they sought from wealth and avoiding wasteful costs.
read more Insights by Stuart FowlerWe use No Monkey Business portfolio examples and their actual returns to illustrate what information private clients need and how they should use it.
read more Insights by Stuart FowlerDangerous advice is sometimes the right advice. This Insight sets out a number of reasons why pre-55 vesting may be a good idea.
read more Insights by Joe ClarkWe explain why high-growth economies are a trap, for both your mind and your money. Record investment flows and high share valuations in China, India and emerging markets generally suggest the trap has been set.
read more Insights by Stuart FowlerTo understand the banking crisis, follow the money.
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