Our Views

As an independent professional woman, I’ve always bristled at the suggestion that there is somehow a difference in how I approach the management of my assets simply because of my gender. But having just come back from a Women Advisors’ Forum in the U.S. this week, I have to say there is a lot of... Keep Reading "What women want from their financial advisors" >

“Am I wealthy?” It’s a question we are often asked by clients. Given that many of them live modest lifestyles, a lot of them don’t feel wealthy. A study by Fidelity Investments found that 42% of American millionaires do not feel wealthy. The investable asset level at which ... Keep Reading "Do you feel wealthy?" >

I recently had the experience of counselling a long-time client who, despite a very secure financial position, was overcome with anxiety about money. What became clear to both of us after a lengthy and at times emotional discussion was that her anxiety was not about money at all. Rather it was ... Keep Reading "Surviving spouse, it’s okay to spend the money" >

I was given a lottery ticket as birthday gift at a dinner with friends on the weekend. The condition was that we would all share the pot. It was great value to dream for even a few hours of how life could change with $41 million. Sudden wealth via the lottery, inheritance or selling a... Keep Reading "Winning the lottery – a dream for all; a nightmare for some" >