Dedicated to helping achieve your financial goals


Welcome to my website

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


Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

Take 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, contact me.

Latest Insights

Tankers

U.S./Iran: After the “truce”

Jun 26, 2026 | Frédérique Carrier

Markets have exhaled, and inflation fears have eased. But for governments and companies alike, the drive towards self-sufficiency remains a strategic priority.

Read more