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June 22, 2026

Brief Introduction to Initial Public Offerings

Brief Introduction to Initial Public Offerings – June 2026 Historically, a public listing was a natural milestone for a growing mid-sized company. Over the past 20 years, however, private markets…

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May 11, 2026

AI and Investing: Why Human Judgment Still Matters

AI and Investing: Why Human Judgment Still Matters – May, 2026 Why experience, governance, and accountability become more valuable as AI becomes more powerful AI is changing investing, but not…

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February 27, 2026

The Wealth Management Blindspot

The Wealth Management Blind Spot: Why “Situational Awareness” is the Investor’s Greatest Asset – February 2026 The Cabin and the Curb: A Lesson in Awareness The concept of situational awareness…

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September 25, 2025

Active Management Still Has An Important Role

Active Management Still Has An Important Role – September, 2025 There have been two major developments in financial markets over the past couple of decades that have impacted the average…

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August 26, 2025

Investment Income: Beyond Bonds

Investment Income: Beyond Bonds – August 2025 Last month, we explored what a bond is and why its price changes over time, highlighting how bonds are often a go-to for…

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July 18, 2025

What is a Bond and Why a Bond’s Price Will Change Over Time

What is a Bond and Why a Bond’s Price Will Change Over Time – July 2025 In this memo, we discuss the fundamentals of bonds – a cornerstone in many…

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June 25, 2025

First time buyers of Private Equity/Credit

First time buyers of Private Equity/Credit, BEWARE!   In working with high-level professionals, retired senior business executives and wealthy families over the years, we have learnt that capital preservation is…

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May 7, 2025

Vintage Wine Market Update – April 2025

Quick Overview of the Fine Wine Market: A Buyer’s Market Over the past two years, the wine market has undergone a significant correction. The Liv-ex 100 index, a key benchmark…

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March 24, 2025

Tariffs Simplified

Tariffs Simplified – March 2025 Tariffs are simply a levy or tax imposed on imported goods and services.  Tariffs, more often applied to goods than services, would tend to increase…

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November 26, 2024

Vintage Wine Market Update – November 2024

Vintage Wine Market Update – November, 2024 Fine wine market These are difficult times for the fine wine market in general but particularly for Bordeaux. The Liv-ex 50 index (10…

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September 30, 2024

Financial Literacy Introduction

Financial Literacy Introduction – September 2024 Money.  Almost everybody values it, but not everybody understands it. A number of years ago, some of our clients suggested that we give talks…

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July 3, 2024

Alternative Investments – Brief Look at Infrastructure as an Asset Class

Alternative Investments – Brief Look at Infrastructure as an Asset Class – July 2024 Private Equity firms have greatly expanded their exposure to Infrastructure assets over the past 15 years. …

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May 9, 2024

Vintage Wine Market Update – April, 2024

Vintage Wine Market Update – April, 2024 Fine wine market – A buyer’s market Since the beginning of 2023, the fine wine market has experienced a noticeable downturn in all…

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December 13, 2023

The Modern HNW Family II

The Modern HNW Family II – December 2023 Introduction The Society of Trust and Estate Practitioners (STEP) recently conducted a roundtable discussion, sponsored by Royal Bank of Canada Wealth Management,…

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October 3, 2023

The Modern HNW Family Part I      

The Modern HNW Family Part I – October 2023 In 2021, the Society of Estate and Tax Practitioners (STEP) conducted two broad surveys of HNW advisors, sponsored by TMF Group…

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September 13, 2023

Another Nudge Regarding Estate Planning

Another Nudge Regarding Estate Planning – September 2023 Most everyone with substantial assets is aware that they should have an estate plan; yet fewer than 35% of families have Wills….

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June 21, 2023

Offshore Jurisdictions Continue to Respond to International Pressures

Offshore Jurisdictions Continue to Respond to International Pressures – June 2023 New BVI Accounting Requirements Due to changes to the BVI Business Companies Act, BVI holding companies are subject to...
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May 24, 2023

New Reporting Issues for Offshore Property Owners

New Reporting Issues for Offshore Property Owners – May, 2023 If you own or are contemplating buying property in the United Kingdom (and a number of other jurisdictions) you need...
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April 9, 2023

Ownership Registries Expanding

Ownership Registers Becoming More Common – April 2023 Many families use offshore holding companies, trusts, family funds etc., to assist with complex family structures or succession planning.  Most are not...
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January 13, 2023

Significant Changes to HK’s Taxation of Certain Offshore Passive Income

Significant Changes to HK’s Taxation of Certain Offshore Passive Income – January 2023 You may have noticed media headlines warning about substantial changes coming to Hong Kong’s taxation of certain...
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November 22, 2022

Vintage Wine Market Update – November, 2022

Vintage Wine Market Update - November, 2022   Harvest 2022-- A promising year for France. 2022 looks like a great year for French winegrowers. High temperatures and minimum precipitation during...
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October 27, 2022

Alternative Investments Part 2 – October 2022

Alternative Investments Part 2– October 2022 Our last post introduced Private Equity and Private Credit. This post introduces other Alternative investments. Real Assets This category includes real estate (e.g., residential,…

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September 8, 2022

Alternative Investments Part 1– September 2022

Alternative Investments Part 1– September 2022 Over the past 10 years, one of the most significant developments in terms of investment allocations amongst the very wealthy has been the huge…

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August 2, 2022

Vintage Wine Market Update – July, 2022

Vintage Wine Market Update - 2022 July As discussed in our update last November, 2021 was undeniably a challenging vintage.  It has become known as the miracle vintage as the...
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April 26, 2022

Currency Fluctuations

Click here for the introduction to our “Investing in the Post-Covid Era” series of materials. Currency fluctuation is an ever-present factor that investors should take into account. We have come a…

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March 4, 2022

Selecting Undervalued Stocks

Click here for the introduction to our “Investing in the Post-Covid Era” series of materials.   Financial analysis is a key to out-performing in investment management.  We explain the best ways…

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November 23, 2021

Vintage Wine Market Update – November, 2021

The Liv-ex 100 index, which is the leading benchmark for the vintage wine market, rose by 2.2% in October and 19% to the end of October. It is now back...
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October 26, 2021

The Family Office Comes to Asia

Click here for the introduction to our “Investing in the Post-Covid Era” series of materials.   The American system of family offices has begun to take off in Asia. The early…

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October 1, 2021

Who is Minding the Store?

Click here for the introduction to our “Investing in the Post-Covid Era” series of materials. Understanding how your investments are managed is the safest measure against financial loss. During every investment…

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September 1, 2021

Protecting Your Investments

Click here for the introduction to our “Investing in the Post-Covid Era” series of materials. There is much you can do to minimize your investment risk and maximise your returns. Leading…

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June 30, 2021

Investing Without Borders

Click here for the introduction to our "Investing in the Post-Covid Era" series of materials. With the recent turmoil in global equity market, we look at the essential skill for achieving...
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June 16, 2021

Vintage Wine Market Update – June, 2021

 

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May 27, 2021

Spreading Your Risk

Click here for the introduction to our “Investing in the Post-Covid Era” series of materials. Portfolio diversification will help protect your investments and increase returns on these investments. Portfolio diversification is…

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April 27, 2021

Due Diligence

Click here for the introduction to our “Investing in the Post-Covid Era” series of materials. When it comes to selecting a firm to handle your investments, it pays to do your…

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March 31, 2021

Making the Right Choice

Click here for the introduction to our “Investing in the Post-Covid Era” series of materials. Choosing the right investment advisor is crucial. ChapmanCraig offers some advice Once you have established your…

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February 26, 2021

Investing Basics

Click here for the introduction to our “Investing in the Post-Covid Era” series of materials. What are your financial goals when investing your money? The most appropriate questions to ask yourself…

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February 26, 2021

Investing in the Post-Covid Era

This year our firm is celebrating its 25th anniversary. Between the mid-1990’s and now much has changed — digital transformations, technological advances, shifts of global economic and political power, effects…

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November 30, 2020

Vintage Wine Market Update November, 2020

 

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June 15, 2020

Vintage Wine Market Update June, 2020

 

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February 28, 2020

Impact of Dividends

    The equity components of our client’s portfolios are currently enjoying dividend yields (gross) above 3%.   There are large variations in yield within the portfolios, with some companies paying…

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December 31, 2019

Securities Backed Lending

  We provide clients with access, via their custody bank, to credit facilities that are backed by their securities portfolio (referred to as securities-backed lending or “SBL”).   Amounts drawn down…

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November 30, 2019

Economic Substance Regime

  If you use a BVI (or comparable) company to hold an investment account then you may have recently received a, possibly confusing, letter from your corporate services provider. The…

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October 21, 2019

Vintage Wine Market Update Oct, 2019

 

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May 28, 2019

ESG Factors should be applied to the Emerging Markets

INTRODUCTION We recently posted notes reflecting on the tremendous increase in interest in sustainable or responsible investing. Many clients would like responsible investing to play a fundamental role in the…

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March 13, 2019

Implementation Issues re ESG Factors

INTRODUCTION Many families want responsible investing to play an increased role in the design of their investment portfolios. The goal is a greater alignment between their investments and their personal…

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February 8, 2019

Applying ESG Factors to investment decisions

  INTRODUCTION Many families want responsible investing to play an increased role in the design of their investment portfolios. The goal is a greater alignment between their investments and their…

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January 20, 2019

Emerging Markets Allocations

  The vibrancy and high growth rates of emerging market economies are often alluring for investors looking to add incremental growth and exotica to their portfolios. The high under-lying growth…

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January 18, 2019

Keelan Chapman spoke to The Globe and Mail

Since 2016, Keelan Chapman has been actively supporting our clients in his role as Real Estate Consultant at ChapmanCraig Ltd.   Concurrently, Keelan manages the Canadian Real Estate Investment Center (H.K.) …

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October 31, 2018

Developments in the Vintage Wine Market Oct, 2018

 

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July 10, 2018

Tax Changes Impacting Ownership of UK Residential Property

There has been a flurry of changes to UK tax laws that, along with additional proposed changes, significantly impact the ownership of UK residential property through off-shore structures. The tax…

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June 20, 2018

Will Others Adopt Canada’s CRS Fix for Investment Entities?

  When the OECD drafted the Common Reporting Standard and related Commentary it paid special attention to areas that were likely to be exploited by offshore investors trying to avoid...
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April 26, 2018

Spin-Offs Regularly Outperform

Your investment statements may include a group of companies that share an attribute that has been a reasonably good predictor of out-performance. These are “spin-offs”, and as a broad class...
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March 9, 2018

New Real Estate Policies Introduced by the British Columbia Government

It hasn’t even been two years since the first Foreign Buyers Tax was implemented in Vancouver on August 1st 2016. To increase their chances of being re-elected, the Liberal party...
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January 30, 2018

The EU Succession Regulations May Impact Your Estate Planning

Introduction We previously recommended that families create a written list identifying, and noting key details of, their financial and personal assets. The importance of this in support of drafting a...
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December 20, 2017

Developments in the Vintage Wine Market Dec, 2017

2017 is already well-known to be a complicated year for both winemakers and vineyard owners. As mentioned in our July update, there were severe frosts in many wine regions earlier...
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November 10, 2017

ChapmanCraig’s Diversified Global Portfolios Are Core Investments For Wealthy Asian Clients

ChapmanCraig's Diversified Global Portfolios Are Core Investments For Wealthy Asian Clients  Asia-Pacific is home to the largest population of high-net worth individuals (HNWI) in the world. With HNWI wealth in...
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October 19, 2017

Start Thinking About An Estate Plan

Start Thinking About An Estate Plan It is not uncommon for an entrepreneur or business executive, despite a laser-like focus on business affairs and investment strategies, to continuously procrastinate when...
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July 11, 2017

Recent Developments in the Vintage Wine Market

Any thoughtful understanding of the vintage wine domain begins in the vineyard, on the vines themselves.  Recent severe frosts in many areas of Bordeaux have all but destroyed the entire,...
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July 6, 2017

First Note in a Series on the Impact of CRS

The OECD has championed a framework for the multilateral automatic exchange of financial account information amongst participating countries.  This framework is referred to as the Common Reporting Standard (or “CRS”). ...
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July 5, 2017

New Tax in Vancouver and Toronto

Vancouver’s new foreign buyer tax did not really come as a surprise.  For many local Vancouverites, it was a necessary measure long overdue.  For some, it was unwarranted and brash...
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