From A Volatile July to Optimistic August
July brought volatility to Wall Street, as geopolitical tensions, rising oil prices, shifting interest-rate expectations and concerns around AI-led valuations tested investor confidence. Yet, strong corporate earnings and renewed optimism in technology stocks helped markets regain momentum as August began. Our latest article examines the forces behind July’s market swings and what the early-August recovery could mean for investors navigating the months ahead.
Right Location for Wealth Management
According to the Global Wealth Report 2026, Hong Kong has edged ahead of Switzerland as the world’s largest booking centre, with Singapore close behind. But rankings only tell part of the story. In our latest article, we explore:
📍 Why proximity to your target market matters more than headline rankings
📍 The often-overlooked distinction between booking centres and advisory centres, and why using two locations can actually work in your favour
📍 The emergence of independent wealth managers and what it means for the client experience
The “best” location isn’t universal. Read the full article to find out more.
Building new model for global offices
The wealth manager building a new model for global family…
Exclusive interview with our CEO
Jupiter Wealth Advisors CEO Ravi Venkataraju explains how the firm is….
How is the USD Faring?
After a sharp recovery in June, the USD is once again at the center of a macro debate. Inflation, underwhelming employment data, and shifting Fed expectations continue to create some uncertainty. While factors support near-term firmness, structural headwinds remain in place. Here are some actionable insights from our Investment desk.
Christie’s London Evening
It was a true pleasure to collaborate with Christie’s on this remarkable event in London. The evening offered our clients, partners, and friends a rare opportunity to step away from their demanding schedules and immerse themselves in an exceptionally curated celebration of art and culture.
Estate & Succession Planning
A well-drafted will is not just about assets — it’s about clarity, continuity, and care for the people who matter most. From executors and guardians to specific bequests, fallback beneficiaries, and cross-border considerations, a well thought out will can make a difficult time easier for loved ones. Here are some tips from our wealth planning desk on estate and succession planning…
Notes on U.S. Inflation, May 2026
What does the biggest monthly inflation jump in four years mean for your fixed-income portfolio? Which direction could rates move from here? And how should investors position their portfolios for what comes next? U.S. inflation is in the spotlight, driven largely by energy prices. Here are actionable insights from our investment desk on the topic.
Looking at Q2 2026
Markets have entered the quarter against a complex backdrop: geopolitical tensions in the Middle East, fragile ceasefire conditions, and elevated energy prices. At the same time, AI-driven capex, resilient US earnings, and rising investments in energy infrastructure continue to support pockets of strength across markets. In an environment where inflation risks remain sticky and growth is uneven, here are some notes from our Investment desk
Private Credit Funds – Crisis or Opportunity?
Private credit funds are facing redemption pressures and liquidity tests, but is this a systemic shake-up or a chance for savvy investors? Our investment team weighs in: Defaults remain low, and top platforms with strong balance sheets continue delivering attractive yields. Quality manager selection is paramount. We stick to diversified leaders (avg. position <0.5%), who are navigating software/AI jitters smartly, and positioning themselves for higher spreads ahead. Read the full analysis .