Author: Rodney

The Democratisation of Private Markets: Financial Evolution or Marketing Hype?

Posted on by Rodney

For decades, private equity, private credit and infrastructure investing were largely the preserve of pension funds, insurance companies, endowments and ultra-wealthy investors. Access was limited, investment minimums were high, and investors often had to commit capital for many years. Today, the landscape looks entirely different. Alternative assets now represent a significant and rapidly growing segment Read more about The Democratisation of Private Markets: Financial Evolution or Marketing Hype?[…]

Beyond Robo-Advisers: The Rise of Hybrid Wealth Management in the Age of AI

Posted on by Rodney

As wealth passes between generations, advisers must adapt to a new generation of investors and embrace technology-led advice   The largest transfer of wealth in modern history is no longer a future event – it’s already underway. For more than a decade, wealth managers have been preparing for the transfer of assets from Baby Boomers Read more about Beyond Robo-Advisers: The Rise of Hybrid Wealth Management in the Age of AI[…]

How ESG Evolved from Marketing Hype to Risk Management

Posted on by Rodney

ESG isn’t dying it’s simply growing up: What Investors need to know For the past two years, the narrative around ESG (Environmental, Social, and Governance) investing has shifted dramatically. Headlines have declared the “death” of ESG, fund outflows have intensified scrutiny and growing political criticism particularly in the US from conservative politicians, has reframed sustainable Read more about How ESG Evolved from Marketing Hype to Risk Management[…]

The Rise of “Active” ETFs: Why the 2026 Market Demands a Human Touch

Posted on by Rodney

A New Era for ETFs Exchange-traded funds (ETFs) have traditionally been associated with passive investments, offering low fees and broad market exposure. They remain one of the easiest ways to diversify a portfolio without having to pick individual stocks, essentially acting as ready-made bundles of investments that can be bought and sold on the stock Read more about The Rise of “Active” ETFs: Why the 2026 Market Demands a Human Touch[…]

Why Wealth Management Isn’t Just for the Wealthy Anymore

Posted on by Rodney

For many Gen X and Millennials, “wealth management” has long felt like a service meant for someone else. The term can conjure up images of the ultra-wealthy and the super-rich with residences in Monaco or Dubai, but increasingly this image is becoming outdated due to the financial landscape radically shifting in recent years. Many people Read more about Why Wealth Management Isn’t Just for the Wealthy Anymore[…]