News and Media

20 Years On… And The Efficient Group Is Still Standing Strong

July 26, 2023

Millennials and Generation Z are unlikely to remember that, back in 1997, Asia was dealt a significant blow by the United States (US) Federal Reserve (Fed), who, through their actions, caused the US dollar to appreciate substantially.

We understand that your wealth cannot be separated from your health, and that is why your financial welfare cannot be separated from your physical well-being.

US inflation, a slump, and a final buying opportunity

August 17, 2022

Investors breathed a sigh of relief last week after data from the United States (US) Department of Labor showed that US inflation finally eased from its four-decade high. The Consumer Price Index (CPI), an index used to measure the rate of price increases among households, came in lower than analysts expected: It increased 8.5% from a year earlier, cooling off from the 9.1% high that we saw in June.

Another emerging market crisis? This time it is different

August 11, 2022

Investing: Finding the next big thing

July 21, 2022

Have you ever tried to find the proverbial investment needle in a haystack? In a world with more than 41 000 exchange-listed companies, at a combined market value of more than USD 80 trillion, global investing decisions can feel like trying to find a needle in a haystack. How do you approach this vast listed landscape to preserve and grow wealth over long periods?

Holistic financial advice: The key to wealth, health and happiness

July 20, 2022

Holistic financial advice considers you as a whole, looking at your wealth, health, and happiness. It also factors in how you fit into your network of family and friends. Remember, we are connected to, and even depend on, other people, who in turn have similar bonds with us. If a financial advisor excludes any of these aspects from a holistic financial plan, the results will be sub-optimal and possibly completely unsuccessful.

Helping people attain their financial well-being and economic security is what we do.

News and Media

20 Years On… And The Efficient Group Is Still Standing Strong

US inflation, a slump, and a final buying opportunity

Another emerging market crisis? This time it is different

Investing: Finding the next big thing

Holistic financial advice: The key to wealth, health and happiness

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