Since launching the world's first publication specifically devoted to wealth management back in 1997 (long before other publishers jumped on the bandwagon, to try to emulate our business), we have remained focused on the fundamental principle: that our business relationships should be built upon mutual trust and the consistent delivery of sustainable value. Our mission is the consistent delivery of accurate, sharply-focused and timely “must-have” information that is relevant and useful to our subscribers in their professional work.

Our subscribers have come to rely upon the services we deliver and we are proud to serve them. The majority of our business over the years has resulted from third party recommendation and referral. We do not spend money on advertising, preferring to focus on engaging in direct dialogue with our existing clients, many of whom have been with us on our journey since the beginning. It is possible that you may have arrived at this website, because one of our existing clients has told you about one of our portfolio of specialist products.

Please feel free to to discuss how we can help. We look forward to working with you.