Head of Investments, Sean Ashton explores how OpenAI has become the gravitational centre of the AI ecosystem, driving unprecedented demand for semiconductor chips and data centres. He breaks down the company’s extraordinary user growth, the economics underpinning its scale, and what its partnerships with Nvidia, Oracle, AMD and others mean for investors. He also considers the long-term implications for global equity markets as AI spending accelerates.

Nadine Chetty-Khan, Research Analyst, explains how Oracle is evolving from a traditional software vendor into a critical AI infrastructure partner, supported by rapid growth in cloud services, next-generation databases and deep enterprise relationships. Nadine also highlights the company’s capital requirements and the execution risks that come with scaling into this new role.

Head of Research, Victor Mupunga examines the debate around Apple’s AI strategy and its ability to remain a market leader in a rapidly shifting technology landscape. He discusses the company’s late-mover approach to AI, its enormous installed base, the privacy advantage built into Apple’s ecosystem, and early signs of renewed momentum in the iPhone upgrade cycle. 

Fiduciary Specialist, Petri Lourens highlights why crypto assets have become a critical, and often overlooked, element of UHNW estate planning. He explains the legal, access and compliance challenges involved, and the importance of structured, proactive planning to ensure digital wealth is preserved across generations.