The big ideas and important details behind our approach to preserving your wealth for the long term.
30 January 2023 | 5 mins
After recent record low interest rates, variable and fixed mortgage rates are surging to levels not seen since the Global Financial Crisis. In this Strategy Blog, we consider whether fixed or variable is the better option in the ever-evolving economic environment.
01 January 2023 | 25 mins
As a family-run business in its seventh generation, our focus is on the long term: to preserve and grow your wealth not only for this generation but for those to come. In this Quarterly Letter, we discuss the important issues surrounding legacies and succession.
05 January 2023 | 5 mins
2022 was a tumultuous year: war, an energy crisis, and rising interest rates to name just a few main factors leading to a gloomy market sentiment. As a new year begins, Victor Balfour reflects back on the mood of 2022.
19 December 2022 | 5 mins
Recent policy moves by the four western central banks took the total interest rate increase in the last year to nearly twelve percentage points. In this Strategy blog, we take a look at the current inflationary episode and the ensuing effects on the economic environment.
15 December 2022 | 30 mins
With geopolitical risk still present and impossible for markets to ignore (though tensions may not necessarily increase further), we are left facing the cyclical question of whether inflation can subside without an economic slump. In this edition of Market Perspective, Kevin Gardiner and the Strategy Team briefly revisit the UK's fiscal events before discussing COP27.
2 August 2022 | 30 mins
We've always invested in long-term, sustainable business. To discover how environmental, social and governance issues are embedded in our approach to wealth management, please review our ESG report.
