Market Report - Should we continue to look in the rear-view mirror?

July 7, 2022

June 30, 2022

Our core observation though is that macro fundamentals are changing and therefore the leadership of portfolios will change with them. Investors should avoid investing using the rear-view mirror at times when the economic, and therefore profit fundamentals, are changing.

Market Report - War in Ukraine, Energy Costs & Inflation

April 4, 2022

April 4, 2022

With the first quarter of 2022 over, and as I sit here collecting my thoughts and observations of what happened, and indeed what could happen in the future, the world is certainly a different place than at the start of the year!

Market Report - inflation, interest rates & volatility

March 23, 2022

January 28, 2022

Considering the recent market activity, I thought that it would make sense to send out a note that attempts to explain why we are experiencing such volatility before our next interim update call in February.

Top 15 financial mistakes to avoid in your divorce settlement

March 4, 2022

One of the best ways to regain your sense of self, besides therapy (seriously), is to minimise the financial damage of a divorce and put yourself in the best possible position to start over. Here are a few mistakes that you will want to avoid during this time when it’s hard to think clearly.

Cavendish Divorce Service

March 4, 2022

Over the last 30 years we have been involved in the advice, counselling, and ongoing management of the affairs of divorced clients. In fact, some of our best client relationships have come about directly as a result of being introduced during a matrimonial break up and have lasted decades.

Dealing with Crypto assets in Divorce – how to navigate the digital revolution

March 4, 2022

We have asked Hetty Gleave and Rebecca Christie of Fladgate LLP, a law firm based in central London, about crypto assets, and in particular how they are increasingly becoming a significant element in divorce proceedings.

Cavendish Divorce Service – Form E completion

March 4, 2022

Over the last 30 years we have been involved in the advice, counselling, and ongoing management of the affairs of divorced clients.

Asset Allocation

March 4, 2022

According to the well-known studies by Brinson et al., more than 90% of the variability of a portfolio’s performance over time is due to asset allocation.

Understanding your investment manager

March 4, 2022

Over the last 30 years that I have been advising wealthy people on their investments, and more recently with the set-up of the Family Office in 2017, many of our conversations start and end with a discussion about their investment manager.

Setting up a Family Office – Case Study

March 4, 2022

The breadth, scope, and focus of a Family Office are as unique and personal as the family that creates it.

When does it make sense to set up a Family Office?

March 4, 2022

We are witnessing an era of unprecedented transfer of wealth from one generation to the next as the world’s most affluent individuals approach retirement and contemplate their succession and wealth planning issues.