What subscribers
receive

In-depth analysis of global equity markets, fixed income, commodities, and alternative investments. Our expert team distills complex market data into clear, actionable insights.

• Weekly market summary
• Sector rotation analysis
• Macro-economic overview
• Currency & commodity watch

Regular portfolio performance notifications tailored to your investment profile. Know exactly how your holdings are performing without needing to log in.

• Monthly statement alerts
• Return benchmarking
• Risk exposure updates
• Rebalancing recommendations

Immediate notifications on significant market events — price movements, breaking news, regulatory changes — so you can act before the market moves.

• Price threshold alerts
• Breaking news notifications
• Regulatory announcements
• Corporate actions

Curated summaries of the most relevant research notes, analyst upgrades/downgrades, and institutional positioning data — filtered for signal over noise.

• Analyst consensus tracking
• Institutional flow data
• Earnings preview & recap
• Thematic investment ideas

Stay ahead of regulatory changes affecting your portfolio. We monitor global financial regulators and deliver relevant updates that may impact your investments.

• Regulatory change briefs
• Tax efficiency updates
• Cross-border compliance notes
• ESG regulatory tracking

Direct, personalised communications from your dedicated wealth advisor. Service updates, appointment reminders, and exclusive client-only announcements.

• Advisor correspondence
• Meeting & event invites
• Exclusive client offers
• Annual review reminders