Articles
Education - 6 min
How to Choose an Independent Wealth Manager
You have spent years building your wealth and making decisions about it. You may know your business, follow the markets, and feel comfortable managing your investments. Yet the next stage of life can bring a different set of questions. Will your investments support the retirement you want? Is too much of your wealth tied to your business or property? How can you prepare your family to take on greater financial responsibility? An independent wealth manager can help you work through these questions and build an investment strategy around your priorities. Understanding what that relationship offers is the first step towards deciding whether it is right for you.
Oct 22, 2026
Market Insights - 3 min
Fed October Decision: The Flexible Fed
The Fed’s last meeting, which concluded on September 16, saw the committee vote to increase rates for the first time since 2023 [1] , raising the target range by 25 basis points to 3.75% - 4.0%. [2] This was a significant decision in more ways than one. In this article, we look at the data behind the decision and what it implies for investors.
Oct 20, 2026
Education - 4 min
Beyond Inflation: What Is Shaping the Interest Rate Outlook?
Inflation has dominated the conversation around interest rates. Yet the cost of capital also reflects economic growth, business investment and government borrowing. As these forces evolve, they are shaping the opportunities available to investors. The global economy has remained resilient despite trade and energy disruptions. Investment in artificial intelligence (AI) and related infrastructure is supporting activity, while energy prices and public borrowing continue to influence financing conditions. For investors, the question extends beyond when central banks might cut rates. It is how to identify investments with sound fundamentals, appropriate financing and a credible path to long-term value creation.
Oct 12, 2026
Education - 4 min
Sukuk vs Private Credit: Two Paths to Income for GCC Investors
As families build and preserve wealth over generations, generating sustainable income while managing risk becomes an important part of portfolio construction. Beyond traditional public markets, investors increasingly consider alternative income opportunities, including sukuk and private credit.
Sep 20, 2026
Market Insights - 3 min
Discipline, Not Prediction: Reading a Hawkish, Data-Dependent Fed
Federal Reserve Chairman Kevin Warsh used his first Jackson Hole address as Chair to deliver a distinctly hawkish message: the 2% inflation objective is firm, credibility must be earned through results and persistent price pressures may still require action. He did not commit to a particular meeting decision. For investors, the lasting lesson remains not to predict harder, but to build portfolios that are less dependent on any single economic outcome.
Sep 13, 2026
Education - 4 min
Private Credit's First Real Stress Test: Where Is the Pressure?
Defaults and redemption requests are rising in parts of the market, but the pressure is not widespread. Different strategies, managers and borrowers are experiencing very different conditions. What should investors watch now?
Sep 8, 2026
Market Insights - 3 min
Fed Meeting September: The Wood and the Trees
The Federal Open Market Committee (FOMC) voted to hold rates steady for the fifth consecutive meeting at its last session in July. [1] While widely expected, the vote was not unanimous, and the evidence is mounting for a move - whether upwards or downwards. In this article, we look at the dynamics behind the decision and how they are changing as data - and the Fed’s guiding philosophy - continues to evolve.
Sep 6, 2026
Education - 4 min
Passing on More Than Wealth: Preparing the Next Generation
Wealth transfer is often approached as a financial and legal exercise. Families consider how assets should be held, protected, and eventually passed from one generation to the next. These decisions matter. Yet they address only one side of the transition. The next generation must also be prepared for the responsibilities that come with wealth. This can include understanding investments, participating in family decisions, managing shared assets, and carrying forward the family’s values and long-term priorities. A well-structured transfer can determine how wealth changes hands. Preparing heirs can influence what happens after it does.
Aug 5, 2026
Market Insights - 3 min
Fed July Decision: The Warsh Era Begins
The decision to hold rates steady at 3.5% - 3.75% at last month’s Federal Open Market Committee (FOMC) meeting was both unanimous and widely expected. It is more or less certain that the upcoming July meeting will see rates, once again, held where they are.
Jul 19, 2026