The library
Investing
Private banks, portfolios and cash. What is worth paying for, and what never is.
2 chapters. Start with whichever is your question.
A sale, a bonus or an inheritance: the first ninety days, before anyone shows you a portfolio.
1 episode · 44 min
Private banks, wealth managers and planners: what each is for.
1 episode · 44 min
Coming soon
Portfolios and costs
What a sensible portfolio holds, and what the fees on it really add up to.
Once a month
The Brief
A letter from Luke and Anick on the first Sunday of the month: what changed, what it means, and what we would do. Nothing to buy, no follow-up call, and you can leave with one click.