Market Perspectives8 min readDraft — editorial review pending
What a higher-for-longer decade asks of a portfolio
Duration, patience and the discipline of not reaching for yield — a framework rather than a forecast.
Insights & Market Intelligence
Thinking, published slowly.
No daily commentary, no reaction pieces. We write when the thinking has earned the page — and until each piece survives editorial review, we say plainly that it is a draft.
From the desk
Written when there is something to say.
Nothing below is published yet. We would rather show you the pipeline honestly than pretend at an archive — each piece appears here the day it clears review.
The conversation every family postpones
Succession is a governance question long before it is a legal one. Where to begin, and with whom in the room.
6 min readDraft — editorial review pending
Private markets without the mystique
Illiquidity is a cost, sometimes worth paying. How we think about access, pacing and honesty about J-curves.
9 min readDraft — editorial review pending
Why your bank should be boring about security
The protections that matter are quiet ones. What layered defence looks like from the client's side.
5 min readDraft — editorial review pending
Selling the company is the easy part
Founders underestimate the year after the transaction. Liquidity, identity and the first twelve months.
7 min readDraft — editorial review pending
Philanthropy that survives its founder
Structure, intent and the difference between giving money away and building something that gives.
6 min readDraft — editorial review pending
The Investment Review
A periodical, not a feed.
The Review is where the investment desk sets out its positioning at length — what we hold, why we hold it, and what would have to change for us to think again. It is written to be read in one sitting and kept on a desk, not skimmed and cleared.
- Positioning explained in plain language, with the reasoning shown
- What we were wrong about, given the same space as what we got right
- No forecasts dressed up as certainty
The first issue is in preparation. [First issue publication date pending]
What we write about
- Market Perspectives
- Wealth Planning
- Investment Insights
- Technology & Security
- Business & Entrepreneurship
Read it before it's published.
Ask for the Investment Review at a meeting — we would rather hand you our thinking than summarise it.