top of page
INSIGHTS
We look at everything, so you don’t have to. We keep you updated on anything that we feel is important, provide insights on all that is relevant, and seek to educate on the things that matter.
LATEST WEBINAR
Blu Market Briefing - New World Order
Facebook
Twitter
Pinterest
Tumblr
Copy Link
Link Copied
Money
Why it’s a rich man’s world. Money, it’s a drag. That’s what Pink Floyd told us, so it must be true. We want money, we need money, and we...
Jul 19, 20212 min read
Money
Why it’s a rich man’s world. Money, it’s a drag. That’s what Pink Floyd told us, so it must be true. We want money, we need money, and we...
Jul 19, 20212 min read
The Family Office Question
Setting up a family office can be a big undertaking. Much has to do with the experience and capabilities of the family setting up the...
Jul 22, 20193 min read
The Family Office Question
Setting up a family office can be a big undertaking. Much has to do with the experience and capabilities of the family setting up the...
Jul 22, 20193 min read
Earning Trust
The financial services industry is an amazing construct of epic proportions and infinite possibilities. The sheer number of different...
Jul 15, 20193 min read
Earning Trust
The financial services industry is an amazing construct of epic proportions and infinite possibilities. The sheer number of different...
Jul 15, 20193 min read
Family Wealth: Part 3 - Raison d'Etre
The simple definition of wealth is not having to worry about tomorrow. It really is that simple, and the minute you don’t have to fear...
Feb 25, 20192 min read
Family Wealth: Part 3 - Raison d'Etre
The simple definition of wealth is not having to worry about tomorrow. It really is that simple, and the minute you don’t have to fear...
Feb 25, 20192 min read
And Then There Was You
When something bad happens, it is seldomly treated as a blessing at the time. And so, our story begins in the very nucleus of the worst...
Sep 17, 20183 min read
And Then There Was You
When something bad happens, it is seldomly treated as a blessing at the time. And so, our story begins in the very nucleus of the worst...
Sep 17, 20183 min read
Investing for Children
Thank you to Mrs M for asking us to present our thoughts on investing for children. “I have recently made a decision to put the money in...
Jul 30, 20182 min read
Investing for Children
Thank you to Mrs M for asking us to present our thoughts on investing for children. “I have recently made a decision to put the money in...
Jul 30, 20182 min read
The Holy Grail and Picking Stocks
People keep asking us, why is it that we don’t take views and pick stocks, for instance? Surely, there must be some value in analyzing...
Jul 9, 20182 min read
The Holy Grail and Picking Stocks
People keep asking us, why is it that we don’t take views and pick stocks, for instance? Surely, there must be some value in analyzing...
Jul 9, 20182 min read
Family Wealth: Part 2 - The View From The 4th Generation
“We do things the way we do them, because we have always done them this way”, may very well be the most expensive words in the history of...
Jun 4, 20182 min read
Family Wealth: Part 2 - The View From The 4th Generation
“We do things the way we do them, because we have always done them this way”, may very well be the most expensive words in the history of...
Jun 4, 20182 min read
Family Wealth: Part 1 - The Holy Trinity
Everyone knows the statistics: the first generation builds it, the second generation manages it, and the third generation loses it. In...
May 14, 20183 min read
Family Wealth: Part 1 - The Holy Trinity
Everyone knows the statistics: the first generation builds it, the second generation manages it, and the third generation loses it. In...
May 14, 20183 min read
Should You Have to Like Your Investment Manager?
It’s an interesting question really – would you give your money to someone whom you have personally met and didn’t like? To my...
Apr 9, 20182 min read
Should You Have to Like Your Investment Manager?
It’s an interesting question really – would you give your money to someone whom you have personally met and didn’t like? To my...
Apr 9, 20182 min read
bottom of page