Insights & Events
Insights
Here, you will find regular updates from the team in which we articulate our views about money and other matters of interest.


Cashing in on foreign coins – what to do with leftover holiday money
My bank manager’s advice to me as I set off to travel round Africa for a year in 1990, when traveller’s cheques were still the


Reflections on wealth and happiness in a material world
It has long been considered that wealth, or an abundance of it, is a key piece in the ever-complex jigsaw of a happy life. Money


How to prepare your children for the financial challenges that lie ahead
One of the biggest challenges that many wealthy families face is how to talk about the money they have accumulated with their children. Time after


Golden rules for long term financial success
One of the great Roman stoics, Epictetus, is credited with the quote ‘You become what you give your attention to’. For most, our money, its
Events
We organise regular events for our clients and their wider family, providing the opportunity for financial education, shared cultural interests and networking within our client community.
Check back soon for upcoming events