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I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.


Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

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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, contact me.

Latest Insights

European Union flags

Can Europe meet the moment?

Feb 12, 2026 | Frédérique Carrier

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

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