Knowledge / Market Intelligence
Market Intelligence
Periodic intelligence briefings on the markets, jurisdictions, and structural shifts that matter to global wealth.
Reading the signal
Our intelligence briefings synthesize public and proprietary sources into a concise read for decision-makers, written to be absorbed in minutes and relied on for quarters.
Recent and recurring briefings are summarized below. Full briefings are distributed to qualified recipients.
Briefing tracks
Available to qualified recipients.
Jurisdiction Watch
Changes in residency, reporting, and transparency regimes across the jurisdictions most relevant to cross-border families.
Private Markets Pulse
Allocation trends, liquidity conditions, and structural shifts across private equity, credit, and real assets.
Currency and Capital Flows
Where capital is moving at the sovereign and family level, and what it implies for positioning and residency.
Regulatory Horizon
Forward look at rule changes likely to affect custody, reporting, and disclosure for private capital.
Technology and Wealth
How automation, tokenization, and AI are reshaping the operating model of offices and institutions.
Subscribe to intelligence briefings
Briefings are shared with qualified recipients on a periodic cadence.