Sustainable and socially responsible investing: the new normal

March 21, 2022 by Adrian

According to the latest People & Money report commissioned by BlackRock, the Swiss are among the strongest believers in social responsibility on a day-to-day basis, for instance when they shop ... Read more

Are you anchored?

March 9, 2022July 14, 2021 by Stephen

We are all guilty of anchoring. As we sail through the sea of knowledge, we throw our anchor overboard and sure enough, we rest upon a piece of information. We ... Read more

Diversification, Ice-cream & Umbrellas

March 9, 2022June 24, 2021 by Estar

I really hope it’s not going to be a dry cold summer… I mean I’ll take the dry particularly if like me you have been dodging storms recently - happily ... Read more

Are your savings growing in line with your grey hair ?

May 7, 2021May 6, 2021 by James

Do you ever look in the mirror and think, where did all this grey hair come from? Or better yet, where did all my hair go? Whether you are willing ... Read more

Money Superstitions

May 7, 2021April 17, 2021 by Dameli

There are plenty of money superstitions that keep people busy and fit into their lifestyle throughout the year; from buying a money tree to itchy palms. The assumption that events ... Read more

Should I Stay in Cash or Invest Now?

May 7, 2021April 17, 2021 by Valerio

The rationale behind keeping cash is easy to understand. When I discuss with clients about investing "now", the usual answer, expressed as a concept is: Valerio let’s wait for the ... Read more

How to Invest in Art

May 7, 2021April 17, 2021 by Christopher

When you start your journey to “building Wealth” you need to start with the basics before investing in Art. Protect yourself and your family. Make sure you optimize your taxes. ... Read more

The Pitfalls of Investing and How to Avoid Them

May 7, 2021April 17, 2021 by Stephen

I’ve recently been approached by a client to see if I was interested in joining a webinar session to talk about how we approach uncertainty. He is heavily involved in ... Read more