Since our last rebalance midway through 2023 we have experienced a continued meaningful outperformance of global equity. The result of this has been that portfolios have drifted from their target asset allocations, and we feel it is an opportune time to bring these weights back to target.
Read MoreIt is with both happiness and a touch of sadness that I share that Branden has been offered the opportunity to go into business with and succeed his Dad. As many of you may know, a vision of a holistic offering under one roof is something I have long held, however, this is a wonderful chance for Branden and one we both believe he should pursue!
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