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Financial Market Insights and Consultancy

Amos Thedani has been involved in financial markets for thirty years. Having started in investment banking, he moved to the hedge fund industry. He now consults and overseas strategic investment implementation at family-run businesses, the charity sector and private individuals.

For the past fifteen years, Amos has sent his market musings and in-depth analysis to clients via his newsletter, Thedani Post.

This website brings some of those views and insights to a wider audience, as well as those of my colleagues, market analysts I follow, and carefully chosen third parties.

Together, we specialise in:

  • Indices
  • Equities
  • ETFs
  • Cryptocurrencies

Investment Services

Portfolio Design

My portfolio design services acts as a bridge between strategic allocation theory and real-world implementation. It brings flexibility in scope (asset class level or full SAA), a collaborative working style, and the advantage of ongoing specialist input.

Strategic Practical Collaborative

Global Overview

My portfolio solutions services help investors design portfolios tailored to their specific circumstances and objectives.

The approach combines quantitative and qualitative methods with implementation planning.

Investors are supported by associate strategists and asset class specialists at every stage.

Focus Area What You Get
Tailored Objectives Portfolio design aligned to specific funding goals, risk tolerance, and constraints.
Blended Methods Quantitative modelling plus qualitative judgement for robust, real-world decisions.
Specialist Support Associate strategists and asset class specialists embedded through the process.

From Theory to Practice

Strategic Asset Allocation (SAA) is essential but often leaves a gap between theory and real-world results.

My portfolio design advisory services aim to bridge this implementation gap.

Investors use these services in two main ways:

  • Asset class/sub-group level (e.g., Equities, Growth Portfolio, Absolute Return Portfolio), often tied to manager selection.
  • Granular portfolio design with SAA review, aligning top-level allocation with detailed structuring.
Mode Best For Outcome
Asset Class Level Refining a specific sleeve such as Equities or Absolute Return. Clear mandate design and manager selection alignment.
Granular + SAA Review Top-down to bottom-up consistency across the whole portfolio. Integrated structure that links strategic targets to implementable building blocks.

Working with Clients

Services act as an extension of the client’s team.

Recommended working group format:

  • I provide structure and analysis.
  • Client maintains control of the decision-making process.

I recognise that implementation varies by asset class and evolves over time.

Step Your Role My Role
Define Objectives Set targets, constraints, and timelines. Translate into measurable design criteria.
Design & Analysis Provide input and preferences. Structure, model, and stress-test options.
Implementation Approve direction and pace. Plan for managers, mandates, and execution.

Latest Market Musings

  • All
  • Cryptocurrency News
  • Stocks
  • Markets
Lloyds Bank Signals the Blockchain is Coming to the C-suite

18-Sep-2025
I see this latest note from Lloyds as a sign that blockchain, crypto, and digital assets are becoming institutionalised in the c-suite.
Why I'm Backing Workday as an AI 'Pick and Shovel' Play

18-Sep-2025
 It’s one of the cleanest ways to get exposure to AI without betting on which model or agent 'wins.'
Digital Asset Strategy for Family Funds, Charitable Trusts and Private Investors

17-Sep-2025
Digital Asset Strategy for Family Funds, Charitable Trusts and Private Investors
Equity Research, Strategy and Implementation for Family Funds, Charitable Trusts and Private Investors

16-Sep-2025
Equity Research, Strategy and Implementation

Equity Strategy & Implementation

For family funds & charitable trusts

Research-led equity allocations that blend manager research, ESG integration and practical portfolio design—turning analysis into decisions you can implement tomorrow.

  • Comprehensive coverage: global, style and thematic sleeves.
  • Actionable design: mandates, fees and execution mapped out.
  • Ongoing oversight: monitoring with clear trigger points.
Explore Equity Research

Crypto & Digital Asset Strategy

For family funds & charitable trusts

Responsible exposure to digital assets, combining portfolio design, manager research, risk-based controls and trustee-grade governance—so you can diversify without compromising oversight.

  • Measured diversification: allocations that complement existing portfolios.
  • Implementation-ready: providers, custody and phasing mapped out.
  • Governance first: clear policy, documentation and monitoring.
Read the Prospectus