Quarterly Investment Letter 1st Quarter 2025
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Protect what’s yours. Generation to generation.
Protecting your wealth is more complicated than ever. We help you navigate changing regulatory environments and unpredictable markets.
One advisor. One point of contact.
Whether you wish to delegate your investment decisions or play a more active role, we offer a best-in-class investment strategy and bespoke advisory services to meet your individual needs. And of course, we can assist you with private office services upon request and based on your individual needs.
Alternative Credit Letter May 2025
High Yield Carry Offsets Spread Widening
European high yield bonds delivered returns of +0.3% in April.
Carry (coupon income) provides protection against widening credit spreads, caused by trade-related volatility.
Our people. Our partners. Our best investment.
Investing in expertise and entrepreneurialism helps our people take their client relationships to the next level.
