The best returns are more than financial


Value statement

I help high-net-worth individuals and families achieve their financial goals by creating and implementing custom comprehensive wealth management plans.


Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, please contact me.

Latest Insights

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Looking back, looking ahead – with guarded optimism

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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