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Markets, wealth and frontier opportunities
Brazil at the Ballot Box: The Investment Case for Brazil and EWZ
Brazil has moved from a contrarian emerging-market value story to one of the most consequential political trades of 2026. Rainer Michael Preiss on EWZ, the runoff scenarios, the risk that the trade has already re-priced, and sizing Brazil…
In the PressTashkent International Financial Centre: What Uzbekistan Can Learn from Singapore & Switzerland
The Private ClientKyrgyzstan’s Tamchy SFIT: What Private Clients Should Know and Understand
Investment CasesThe Investment Case for TUR & Turkish Assets: What Private Clients Should Know and Understand
Investment Cases
48 articlesSingle-name, country and commodity theses — the actionable ideas.
Brazil at the Ballot Box: The Investment Case for Brazil and EWZ
Brazil has moved from a contrarian emerging-market value story to one of the most consequential political trades of 2026. Rainer Michael Preiss on EWZ, the runoff scenarios, the risk that the trade has already re-priced, and sizing Brazil as a 3–5% satellite allocation.
The Investment Case for TUR & Turkish Assets: What Private Clients Should Know and Understand
MTN South Africa Group After the Iran Write-Off: What Investors & Private Clients Should Know and Understand
The Investment Case for Kaspi.kz (NASDAQ: KSPI): What Global Private Clients Should Know and Understand
The Investment Case for SpaceX (NASDAQ: SPCX) Post Lock-Up: What Global Private Clients Need to Know and Understand
South Korea KOSPI Volatility During the AI Boom: What Global Private Clients Need to Know and Understand
The Investment Case for Freedom Holding Corp. (NASDAQ: FRHC): What Global Private Clients Should Know
The Investment Case for Georgia's TBC Bank: What Global Private Clients Should Know
The Investment Case for Kyrgyzstan Equities: What Private Clients Should Know
Markets & Geopolitics
17 articlesMacro, energy, currencies and the geopolitics that move portfolios.
The Georgian Lari (GEL) in a Global Context: What Private Clients Should Know
Georgia remains one of the world's hidden investment stories — a reforming, business-friendly economy at the crossroads of Europe and Asia, with a market-determined currency and a well-capitalised banking sector. Rainer Michael Preiss on what the Georgian lari reveals about the country's…
Central Asian Currencies in a Global Context: What Global Investors Need to Know
South Africa Overtakes Spain: Citrus Powerhouse Becomes
Oil Market Strategy: WTI & Brent for Investors
The Strait of Hormuz Oil Shock: Portfolio Defense for
Stagflation & Investment Portfolios / What Private
Oil Investing Strategy: Iran Conflict & Energy
Investing in Oil & Energy: US-Iran Conflict
Iran Conflict: Portfolio Construction & Risk
The Private Client
31 articlesPrimers and frameworks — how serious wealth should think and behave.
Kyrgyzstan’s Tamchy SFIT: What Private Clients Should Know and Understand
Kyrgyzstan’s new Tamchy financial jurisdiction offers common-law principles, a 49-year tax regime and frameworks for funds, family offices and digital assets. Rainer Michael Preiss on why banking access and institutional maturity, not the headline tax rate, will decide its usefulness to private…
Portfolio Construction & Working With Private Banks: What Private Clients Need to Know and Understand
Key Investment Lessons and Insights: What Global Private Clients Need to Know
Active ETFs versus Traditional Index ETFs: What Private Clients Need to Know
Creating Sharia-Compliant Global Investment Portfolios: What Muslim Private Clients Need to Know
The Media, Newsflow and Private Clients' Portfolios: What Private Clients Need to Know
Timing the Market vs. Time in the Market: What Private Clients Need to Know
Re-Thinking Portfolio Construction for Private Clients in the Age of Artificial Intelligence
Who Is Really Working for You? A Private Client's Guide to Selecting a Multi-Family Office
Annual Outlooks
11 articlesThe DFO Yearbooks and the Wealth Creation country series.
DFO Yearbook — 2023 Investment Universe
After the ‘Big Bond Reset’ of 2022 and the associated fallout in global financial markets, we could witness a very pleasant and highly rewarding recovery in 2023. All major asset classes achieved positive returns.
Malaysia Wealth Creation 2023
Japan Wealth Creation 2023
Taiwan Wealth Creation 2023
Korea Wealth Creation 2023
DFO Yearbook — 2022
Indonesia Wealth Creation 2022
China Wealth Creation 2022
India Wealth Creation 2022
In the Press
16 articlesDas Family Office on Bloomberg, Citywire and Business Media Georgia.
Tashkent International Financial Centre: What Uzbekistan Can Learn from Singapore & Switzerland
Uzbekistan's new Tashkent International Financial Centre will be judged on trust, not tax incentives. Rainer Michael Preiss on what Tashkent can learn from Singapore and Switzerland, and why it should build its own model as Central Asia's bridge to global capital.
