NEWS & RESEARCH

NEWS

The Democratization of Investing: Opportunity or Speculative Trap?

The democratization of investing, driven by technological advancements, has made financial markets more accessible to retail investors. While this has empowered many individuals, it has also fuelled a speculative trading culture where investments are often treated as high-risk bets rather than informed financial decisions. Mass speculative investing can significantly distort markets, as seen in the … Continued

The evolving role of smaller RIAs in international wealth management

The Changing Landscape of International Wealth Management: The Role of Smaller Registered Investment Advisers The wealth management industry is undergoing a significant transformation. Traditionally dominated by large financial institutions, there is now a noticeable shift as high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) increasingly turn to independent registered investment advisers (RIAs). These smaller firms offer … Continued

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Investment Policy - March 2025

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