Insights & research
Articles from our advisory team
Private Markets in 2026: Why HNW Investors Are Increasing Allocations
Private equity, private credit, and private real assets now account for a growing share of HNW portfolios globally. This guide explains why the shift is happening and how to access it prudently.
Read article →InvestmentsPrivate Markets Access for HNW International Investors
Private equity, private credit, infrastructure, and real assets have historically delivered return premiums over listed markets — but accessing quality opportunities requires scale, relationships, and careful due diligence.
Read article →InvestmentsPrivate Markets for Individual Investors: Opportunities, Risks, and Access Routes
Private markets — private equity, venture capital, private credit, and private real estate — have historically been available only to institutional investors. Democratisation is changing this. But the risks, fees, and lock-ups require careful understanding before committing capital.
Read article →InvestmentsWhat the Evidence Says About Private Equity Returns
An evidence-based review of private equity returns: PME methodology, Cambridge Associates data, IRR vs MOIC, vintage year variation, manager persistence, fee drag, listed PE comparison, and minimum commitment realities.
Read article →InvestmentsPrivate Equity for HNW Investors: Access, Returns, and Due Diligence
Private equity has historically delivered superior returns to listed equities — but access, fees, illiquidity, and manager selection are critical. This guide explains how HNW investors can access PE, what returns to realistically expect, the fee structure, and how to approach due diligence.
Read article →Wealth ManagementPlanning for a Private Equity Exit: Financial Planning Around a PE-Backed Business Sale
A guide to financial planning for management teams approaching a private equity exit: tax treatment of management equity, Warranty and Indemnity insurance, earn-out structures, and how to invest the proceeds.
Read article →InvestmentsPrivate Equity Access for HNW Investors: Feeder Funds, Listed PE, and ELTIF 2.0
Private equity has delivered superior long-run returns relative to public markets — but access has historically been reserved for institutions. We examine how HNW individuals can now access the asset class and what they need to understand before doing so.
Read article →InvestmentsPrivate Credit and Direct Lending for HNW Investors
Private credit has become one of the fastest-growing asset classes in alternative investments, offering HNW investors attractive income and diversification — but the illiquidity and credit risks demand careful evaluation.
Read article →InvestmentsUnlocking Value from a Private Company Shareholding: Exit Strategies Explained
For many HNW individuals, a large holding in a private company represents the bulk of their wealth — but also their greatest liquidity problem. Here is how to plan an exit or partial realisation efficiently.
Read article →Financial PlanningPreparing Financially for a Move Abroad: The Complete Pre-Departure Checklist
The financial to-do list before moving abroad is longer than most people realise. Miss an item and the consequences can be costly. Here is the complete pre-departure checklist.
Read article →InvestmentsGold and Precious Metals in 2026: Portfolio Role and Investment Methods
Gold has reached new all-time highs in 2026 as geopolitical stress and de-dollarisation drive central bank and private demand. Here is a comprehensive guide for HNW investors on how to hold and why.
Read article →Financial PlanningPre-Retirement Financial Planning: The Five-Year Countdown Checklist
The five years before retirement are the most critical for financial preparation — the decisions made in this window have more impact on retirement security than almost anything done before.
Read article →InvestmentsAccessing Pre-IPO and Private Market Investments: A Guide for HNW Investors
Pre-IPO investing and private markets can offer returns unavailable in public equity markets — but they carry significant risks including illiquidity, dilution, and total loss. Here is what sophisticated investors need to understand.
Read article →Financial PlanningPowers of Attorney for Internationally Mobile Families
Why powers of attorney are essential for international families, how different jurisdictions handle them, and how to ensure your financial and personal affairs can be managed if you lose capacity abroad.
Read article →InvestmentsPound Cost Averaging: Does Regular Investing Beat Lump Sum?
Pound cost averaging — investing a fixed amount regularly rather than all at once — is psychologically compelling but the evidence suggests lump sum investing typically produces higher returns over time.
Read article →Property InvestmentPortugal Property Market 2026: What International Buyers Need to Know
Portugal property in 2026: price trends in Lisbon, Porto, and the Algarve; the end of Golden Visa property routes; Alojamento Local crackdowns; NHR/IFICI interaction with rental income; and buying costs explained.
Read article →Tax PlanningPortugal's IFICI Regime: The NHR Replacement Explained for 2026
Portugal's IFICI regime (successor to NHR): the 20% flat rate for qualified activities, eligible professions, treatment of pensioners, transitional provisions for existing NHR holders, the 10-year term, and how to register.
Read article →InvestmentsPrivate Credit Investing: A Guide for HNW Investors
Private credit has grown from a niche institutional strategy into one of the largest alternative asset classes globally. For sophisticated investors seeking yield above traditional fixed income without full equity risk, it deserves serious attention — alongside careful scrutiny of the risks.
Read article →Expat LifePowers of Attorney for Expats: Protecting Yourself Internationally
A will covers what happens after you die. A power of attorney covers what happens if you lose capacity while you are still alive. For internationally mobile people with assets in multiple jurisdictions, this is one of the most neglected areas of financial planning.
Read article →News & UpdatesHow to Position Capital in a Post-Conflict Economy as Markets Recover
The pattern in the data is unusually consistent. Across twenty major military conflicts in the post-1945 period, the S&P 500 has fallen an average of 6% from initial impact to trough, and recovered to pre-conflict levels in an average of 28 days. The 2026 Iran conflict has tracked that pattern almos
Read article →News & UpdatesPortugal Golden Visa Update: 10-Year Nationality Rule Now in Force
Following a Constitutional Court review in December 2025, key amendments to Portugal’s nationality law have now entered into effect. This includes the extension of the residency requirement for citizenship from five years to ten years, and a change to the point at which the residency clock begins—sh
Read article →Expat LifeLiving in Portugal as an Expat: NHR Regime, Tax and Property 2026
Portugal's Non-Habitual Resident tax regime has been replaced by the IFICI scheme for 2024 arrivals — this guide explains what changed, what remains attractive, and how expats should plan their finances for a life in Portugal.
Read article →InvestmentsRebalancing a Global Investment Portfolio: When, How and How Often
Rebalancing returns your portfolio to its target allocation after market movements — but the method and frequency matter significantly for returns, tax efficiency, and transaction costs.
Read article →InvestmentsWhen and How to Rebalance Your Investment Portfolio
Without rebalancing, portfolio drift can leave you taking far more risk than planned. Here's how to rebalance effectively — and tax-efficiently.
Read article →Speak to a Global Investments adviser
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