Markets on Edge: Fear, Politics, and Cracks Beneath the Surface
This week, markets were tossed around by a mix of political drama, stressed credit conditions, and a healthy dose of investor anxiety. On the surface, stocks…
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Market Update 14/10/2025
Crossroads & Consequences Global markets are being tested on multiple fronts - from escalating tariffs and soaring valuations to surging gold prices and renewed focus on…
Downside Risk Mitigation in Private Markets: A Definitive Guide for UHNW Families
Private markets have long been associated with strong returns and exclusivity - but also with opacity and illiquidity. For ultra-high-net-worth individuals (UHNWIs) and family offices, the…
Family Office Succession & Legacy Structuring: A Definitive Guide for UHNW Families
Preserving capital, purpose and control across generations Family offices exist to protect and compound private wealth, but their true test arrives when ownership and stewardship pass…
Venture Debt & Growth Capital Without Dilution: A Definitive Guide for UHNW Investors
Why Venture Debt Matters in 2025 Private markets have evolved dramatically over the past decade. By 2025, global venture capital investment volumes stand at over $450…
NAV Lending & Liquidity Options: A Definitive Guide for UHNW Investors
Private markets are no longer an exotic niche. By 2025, alternative investments account for more than 20% of global institutional portfolios, with family offices and ultra-high-net-worth…
Evergreen & Interval Funds: The Liquidity Bridge for UHNW Investors
Liquidity Meets Alternatives For decades, private equity and private credit funds were synonymous with long lock-ups. Ten years was considered normal, and many ultra-high-net-worth individuals (UHNWIs)…
Late-Stage Secondaries & Private Markets Access: A Definitive Guide for UHNW Investors
Why Secondaries Matter in 2025 Private markets have long been considered the exclusive playground of institutional allocators, sovereign wealth funds, and the largest private equity firms.…
Private Credit Ladders & Structured Finance: A New Era for HNW Investors
The Shift Away from Traditional Allocations The wealth management landscape in 2025 is undergoing a profound transformation. The once-sacred 60/40 portfolio — 60% equities, 40% bonds…
Whisky vs Gold: The Case for Scotland’s Liquid Gold
Two Icons of Wealth Preservation For centuries, investors have sought reliable assets to protect wealth during uncertain times. Gold has long occupied that role. It has…
Alternatives to the 60/40 Portfolio: Why UHNW Investors Are Rewriting the Rules in 2025
The Death of an Orthodoxy For decades, the 60/40 portfolio - 60% equities and 40% bonds - has been the cornerstone of wealth management. Pension funds,…
The Rise of Private Credit: Why HNW Investors Are Turning to Alternative Lending
A Wealth Shift in Motion In the corridors of private banks and family office boardrooms, one phrase is gaining traction: private credit. Once the preserve of…