A blueprint for wealth management, meeting clients’ expectations, AI euphoria to valuation reality and limited interests in Wills. All delivered […]

CADIZ FR MONEY MARKET FUND The Cadiz FR Money Market Fund continued to fulfil its mandate and delivered competitive returns […]

Beware of rogue executors, electronic Wills, death and taxes and the complexities of blended families. All in this quarter’s Appleton Times.

In Q2 2026, Spirit Invest demonstrated that quality is the best business plan. Read how we achieved stellar results in […]

Resilient economic growth, yet greater market sensitivity to inflation and policy risks. Read how Orion Investment Managers companies performed under […]

Global markets remain resilient, but the investment environment has become more selective and less forgiving. Read why this is important […]

The attraction of Musk, asset management styles, global markets and timeshare in an estate. All in this month’s Wealth Matters.

CADIZ FR MONEY MARKET FUND The Cadiz FR Money Market Fund continued to fulfil its mandate and delivered competitive returns […]

The Spirit Foundation is proud of its support for and partnership with SANCCOB, but perhaps not enough people know exactly […]