Wealth Insights

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Swift and insightful communications underpinned our business' success in the early 1800's. This rich history of correspondence continues.

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What's in the cards for Visa?

23 Nov 2022 | Company Insights

Do you have one in your wallet? With 3.8 billion credit and debit cards stamped with the Visa logo there is a high chance you do.
In our conversation with Visa's CFO Vasant M. Prabhu we find out more about Visa's business model, the shift from cash to digital payments and future growth opportunities

Also available in German & French.

Are we nearly there yet?

11 Nov 2022 | Strategy blog

At present, inflation rates have characteristics of being transitionary yet permanent, putting us at a crossroads. Will the inflation surge peak soon or will it gradually subside? It’s a matter of staying the course to see what direction inflation rates go.


The old normal

08 Nov 2022 | Market Perspective

The fiscal fiasco of the former PM’s minibudget put the UK economy centre stage – adding to the fiscal, monetary and geopolitical headlines. Looking beyond these issues, this edition of Market Perspective examines threats to growth, inflation and broader systemic risks.

Market Summary October

3 Nov 2022 | Monthly Market Summary

In October, expectations of a slower pace of interest rate hikes and a better-than-expected earnings season boosted sentiment: global equities rose significantly, while global government bonds were unchanged.

Private Debt Investments: Risks under the microscope

31 Oct 2022 | Private Market Series

While private debt is an attractive investment strategy, we analyse the risks of private debt investments and show why the choice of manager is so important.

How hot is your portfolio?

20 Oct  2022 | Business with Humanity

The world's window of opportunity to prevent climate breakdown is narrowing and decisive action is needed. So, how do we contribute?

Asset allocation (October / November) 2022)

06 Oct 2022 | Mosaique Views

Explaining our current positioning by asset class, region and sector, our Mosaique Views publication is primarily for Clients and sets out the reasons for our latest tactical asset allocation. 



Strategy Update: Climbing the wall

26 Sep 2022 | Podcast

In this latest strategy podcast we look at what has happened over the course of the summer of 2022, the ongoing energy crisis in Europe and take-aways for investors.

Veritas Asian Fund : The Asian Century

19 Sep 2022 | Thematic Insights

A conversation with Ezra Sun, Veritas's Head of Asia and manager of the Veritas Asian Fund, on how the EM Asia region and investing space have changed, the region's investment potential and what would surprise us about China.

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