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Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy, making ikigai decisions before money decisions, is rooted in our experience of managing [...]

每到圣诞节，脑海里常会浮现许多熟悉的画面：圣诞树、雪人、烤火鸡、槲寄生、圣诞树干蛋糕，还有坐在雪橇上、由十二只驯鹿拉着的圣诞老公公（这些其实在圣经里一项也没有）。但无论是在购物中心或街头看到多少这些元素，它们都不是圣诞节的核心意义。 圣诞节是纪念耶稣基督的诞生。对基督徒来说，这是神道成肉身、降世为人的时刻。 [...]

As investors, we spend a great deal of time measuring returns. We track markets daily, analyse charts, and compare our investment performance against benchmarks. And when the year comes to a [...]

“Young people are so carefree!”, but is it true? In this series ‘Snack for Thought’, we dive into real conversations on the money and life issues young adults face, while keeping it [...]

Having gone through multiple market crises together with our clients since 2001, we know what works and what will not work when it comes to the reliability and sufficiency of investment returns. [...]

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As AI tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in seconds, many have asked: Could AI truly replace a human [...]

Executive Summary  November 2025 was turbulent with a late recovery. Markets entered the month on a dour mood following a “hawkish cut” from the Federal Reserve, and AI-sector specific news added [...]

It is that time of the year again, when the days somehow move faster, the calendar fills with holiday trips and gatherings, and we begin to ask ourselves: How has this year been for me?Did I live [...]

Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making ikigai decisions before money decisions—is rooted in our experience of managing over [...]