We provide personalized wealth management to a select group of clients, guiding them through our worldview, the uncertainty of our time, and the implications for financial markets. Our mission is to help them navigate market volatility so that they are able to achieve their long-term goals.
We are a member of
Rasile Group and are based in Naarden, the Netherlands.
We believe a worldview is key to anticipating the future of the financial markets. They are not isolated systems, but are shaped by the deeper forces of our world: hegemony, culture, technology, and the economy. Driven by curiosity and a desire to raise awareness, we guide our clients through our worldview to understand not only financial market movements, but the world we live in and the direction in which it is heading.
Explore our page
The Weekly Worldview for data-driven insights that underpin our investment strategy.
We live in a divergent world
The implications of the worldview for the economy
Our worldview has economic implications, particularly for inflation, growth, and risk premiums. One example is the demographic reality of aging populations, which is a major source of the looming debt crisis in Western countries, including the United States. An aging population leads to rising government spending on healthcare and pensions and puts upward pressure on inflation through a shrinking labor supply, downward pressure on growth by crowding out investment in other sectors, and higher risk premia through upward pressure on long-term interest rates on government debt.
Example
The implications of the worldview for markets and portfolios
