• Wealth Insights

    Swift and insightful communications underpinned our business's success in the early 1800's, an advantage we used for the benefit of our clients. Now in the seventh generation of family control, this rich history of correspondence continues.

  • Presenting our thinking and commitment when managing your wealth, Our Investment Approach details how our two investment philosophies: market-focused (Mosaique), and company-focused (New Court), are designed to help achieve our clients' goals.

    In our latest edition of Mosaique Views we explain our current positioning by asset class, region, sector and currencies including the reasoning behind our investment decisions.


    In the latest edition of our tri-annual Mosaique Insights publication, experts from our Zurich, Geneva, Frankfurt and London offices as well as colleagues at equity research house Redburn discuss some of the enduring drivers of change in the way we preserve and manage wealth today.

  • From market updates from our CIO to breaking down investment themes with our Head of Advisory, these short and understandable Video-podcasts offer engaging insights into today's most pressing financial topics.

    Our latest Market Perspective, written by Global Investment Strategist Kevin Gardiner, makes sense of the current macroeconomic environment and reflects on what it means for our clients' portfolios.

    Through our Strategy podcast and Strategy blog, our global investment strategists offer analyses, ideas and opinions on the latest market and macroeconomic data, and what these mean for our strategic portfolio positioning.

  • As the environmental debate has gathered pace, the need for action has brought opportunities for investors seeking to invest thematically in this developing area of finance. In our latest Instant Insights we explore the “E” of ESG investing; the environment.

    Six approaches to ESG investing explained, how impact investing is transforming micro-financing in emerging markets and why share-holder engagement and corporate activism matters today. In our latest edition of Investment Views, we explain how investors can combine humanity with business.

    Our Monthly Market Summary covers the key events across the major regions and asset classes to give a compact yet comprehensive review of the past month.



  • Market Perspective

    Subscribe to receive regular editions of our Market Perspective via the button below.


    How can we help you?

    Please contact us if you have any questions, we look forward to hearing from you.

    Send us an email

  • DateTitleSize
    21/05/2020Wealth Management: Strategy blog – Only connect…/html
    19/05/2020Wealth Management: Instant Insights - Investing in the planet/html
    18/05/2020Wealth Management: Mosaique Insights – The language of responsibility/html
    15/05/2020Wealth Management: Strategy blog – Round one to deflation/html
    12/05/2020Wealth Management: Instant Insights - Gaming/html
    06/05/2020Wealth Management: Mosaique Insights – Today's investment agenda/html
    06/05/2020Wealth Management: Mosaique Insights – Foreword/html
    04/05/2020Wealth Management: Monthly Market Summary – April 2020/html
    30/04/2020Wealth Management: Mosaique Insights – A long crescendo/html
    20/04/2020Wealth Management: Market Perspective – Longer-term uncertainties/html
    02/04/2020Wealth Management: Monthly Market Summary – March 2020/html
    31/03/2020Wealth Management: Investment Views – Microfinance as a source of impact/html
    11/03/2020Wealth Management: Market Perspective – This too shall pass/html
    27/02/2020Wealth Management: Instant Insights - Industry 4.0/html
    25/02/2020Wealth Management: Instant Insights - Syndicated and direct lending strategies/html
    13/02/2020Wealth Management: Strategy blog – Don’t just do something/html
    11/02/2020Wealth Management: Strategy blog – Oil and troubled waters/html
    07/02/2020Wealth Management: Market Perspective – Unfinished business | Even lower for even longer?/html
    04/02/2020Wealth Management: Investment Views – Shareholder engagement and activism/html
    04/02/2020Wealth Management: Monthly Market Summary – January 2020/html
    29/01/2020Wealth Management: Mosaique Views/html
    20/01/2020Wealth Management: Investment Views – ESG in managing wealth/html
    03/01/2020Wealth Management: Monthly Market Summary – Reduced uncertainty supports investor sentiment/html