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 [...]

As I embarked on my next career journey, the big question was, “Could I find a path that would allow me to make a meaningful impact on the lives that I serve?” My career began in corporate [...]

Can AI Replace a Human Adviser? Artificial intelligence (AI) tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in [...]

我经常前往中国，与各类金融机构交流，并分享在当今市场中应如何提供理财建议。在最近一次前往广州的行程中，我有机会与多家金融机构交流，同时也与政府官员进行了会面。  有趣的是，我抵达的当天，中国股市大幅上涨，受到政府财政刺激政策的推动。由于中国市场经历了三年的低迷，金融机构忙于为不想错过这波反弹的投资者执行交易，大家都认为市场反弹终于来了。  [...]

As the year-end approaches, leading financial institutions—including UBS, Morgan Stanley, S&P Global, Oxford Economics, and Shenwan Hongyuan Securities—have released their 2026 outlooks. [...]

In this article, our Client Adviser, Annette Lee, reflects on the Ikigai petal of Freedom, sharing her recent experiences in Wakayama, Japan. Through her journey, she explores what true freedom [...]

Welcome to the final episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a good life, incorporating the concept of Ikigai [...]

Over the past few years, we have experienced an increasing number of requests to set up trusts for families as part of their legacy and estate plan. This is largely due to a greater awareness of [...]

Can AI Replace a Human Adviser? Artificial intelligence (AI) tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in [...]

In recent weeks, there has been a growing crescendo of “bubble talk” by financial market commentators as the S&P 500 continues to make new highs, driven by the spectacular growth of AI [...]

Before starting the session with my parents, I found myself in a strangely unsettling position. Despite my experience guiding clients through difficult conversations about long-term care and [...]

Executive Summary  October 2025 saw global markets reach new all-time highs despite a volatile start marked by trade tensions between the US and China. Swift diplomatic efforts helped restore [...]

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