The most recent podcast in our series is conducted with Felicity Paroissien and focuses on the benefits of female empowerment. Our exchange made me reflect on how gender diversity impacts success [...]

An Imperative Paradigm Shift for Performance.  Our current paradigm of business profit above all, individual gain and authoritarian command has hit the wall in what it can achieve. The global [...]

The following article was written by Jonathan Llamas, the guest of our most recent podcast (see above). It deals with the problem of misuse of personal data and digital identity and outlines, [...]

The following report was written by Jérémy Genin, the Head of Global Investments and Impact Investing at Monaco Asset Management and guest of our most recent podcast. It outlines the way they [...]

Mirroring client’s demands for ESG products, our company has seen an increasing amount of hiring activity in the sector. We are pleased to share a limited selection (ie that which is in the [...]

Saudi Arabia has been in the news a lot recently, for both positive and negative reasons. Our CEO Ivor Alex visited Riyadh recently and would like to share his impressions.   Reflections on [...]

Mirroring client’s demands for ESG products, our company has seen an increasing amount of hiring activity in the sector. We are pleased to share a limited selection (ie that which is in the [...]

The practice of integrating environmental, social, and governance factors into investment decisions has received a surge in popularity over the last few years, reaching well beyond the [...]

  Swiss private banks have delivered sub-par performance, harming shareholder value. Future success depends on challenging the status quo with bold thinking.    Disappointment and Major [...]

Last year was full of major moves marking the resurgence of mergers and acquisitions within the wealth management sector globally. Just as a reminder, you will find below some examples of mergers [...]