by Costas Souris | Sep 19, 2025 | Financial Planning, Private Lending
The Evolution of Private Assets Alternative Financing The Big Shift in Investing For decades, the “60/40 portfolio” was gospel — 60% equities for growth, 40% bonds for stability. It worked well in a world of falling rates and predictable inflation. But the shocks of...
by Costas Souris | Apr 22, 2025 | Financial Planning, Fixed Income
Securing Quality of Life in a Disrupted World with Alternative Private Assets that Insure Passive Income In a world increasingly defined by uncertainty — economic instability, geopolitical tensions, rapid technological shifts, and market volatility — the quest for...
by Costas Souris | Mar 11, 2025 | Financial Planning, Private Credit, Private Lending
Private Credit vs. Equity Markets: Why Stability Beats Speculation A Decade of Uncertainty in Equity Markets Over the past decade, equity markets have resembled a rollercoaster—soaring in one year, crashing the next, and delivering inconsistent long-term results. For...
by Costas Souris | Jul 29, 2024 | Fixed Income
The intersection of artificial intelligence (AI) and legal finance is creating new investment opportunities, particularly in the realm of low-value, high-volume “no win, no fee” litigation. This unique sector allows investors to earn significant returns...
by Costas Souris | Jul 5, 2024 | Financial Planning, Fixed Income
maximising returns … minimising risks In the realm of UK legal finance, the no win, no fee model, particularly for low-value, high-volume cases, has created a unique ecosystem. This business model facilitates access to justice while offering lucrative investment...
by Costas Souris | May 28, 2024 | Financial Planning, Fixed Income
In an increasingly interconnected world, managing wealth across multiple jurisdictions is both a strategic advantage and a complex task. The concept of “beginning with the end in mind,” popularized by Stephen Covey in his book “The 7 Habits of Highly...
