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September 22, 2022

On the heels of Campden Wealth's Forum in Bermuda this past summer, Campden FB caught up with long-time member Edward Allanby. Having spent 20 years living in and welcoming family offices to Bermuda, Edward guides us through the many reasons why the North Atlantic island is the place to be...

There are myriad reasons to move to Bermuda - an archipelago of 181 islands totalling 21 square miles and surrounded by pink sand beaches and palm trees, the island is rich in culture, local and international cuisines and natural beauty, with a sub-tropical climate and temperatures that rarely drop below 55°F or exceed 90°F. The island offers one of the highest standards of living in the world, one of the highest per capita incomes in the world, a top-tier healthcare system and access to excellent schools.

December 1, 2021

Investors have divided into two camps. Those who believe inflation will subside and the rise in prices will prove temporary. And others who fear we are entering a period of high sustained inflation reminiscent of the 1970s. We consider both scenarios unlikely.

Investors have divided into two camps. Those who believe inflation will subside and the rise in prices will prove temporary. And others who fear we are entering a period of high sustained inflation reminiscent of the 1970s. We consider both scenarios unlikely.

Overlay the bottom chart below and you would be forgiven for believing that we are now on the same trajectory as we were 50 years ago. There are parallels but to assume the economy will meet the same inflationary fate would be a grave mistake for investors.

July 13, 2021

We have been talking of inflation for well over a decade—which is not the same thing as calling its timing. An impasse was created by the failure of the economy to grow after the 2008 crisis—all the risks (as we patiently explained) were deflationary, and in vain did the central banks and governments try to force an inflationary impulse into a sluggish world. Their primary weapon? An invention, deployed on a grand scale—quantitative easing (QE to its friends).

I am writing this just before a US inflation report which, to quote Bloomberg, “May provide clues on the monetary-policy outlook; S&P futures were little changed, as were European stocks [awaiting] the next policy statement from the European Central Bank…”

January 27, 2020

How should global business families of wealth navigate the choppy investment waters in the year ahead? Is a global economic recession looming and what does that mean for family investors? Emma Rutter, investment director at Ruffer LLP, urges diversification in portfolios, says environmental, social and governance (ESG) criteria should be a prism to view all investments through and explains why “liquidity will be king”.

How should global business families of wealth navigate the choppy investment waters in the year ahead? Is a global economic recession looming and what does that mean for family investors? Emma Rutter, investment director at Ruffer LLP, urges diversification in portfolios, says environmental, social and governance (ESG) criteria should be a prism to view all investments through and explains why “liquidity will be king”.

Where does Ruffer see investment opportunities in 2020?

March 8, 2010

Attempting to influence decision makers and managing the wealth of rich families are not such strange bedfellows. Both activities carry more than a whiff of intrigue, place great value on discretion and leverage long-established connections to achieve their objectives

Attempting to influence decision makers and managing the wealth of rich families are not such strange bedfellows. Both activities carry more than a whiff of intrigue, place great value on discretion and leverage long-established connections to achieve their objectives, writes Paul Golden.

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