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Wealthy investors are bullish on equities, nervous about inflation and starting to diversify into new asset classes, a new research report says.

Antoinette Mullins took what she calls a “strange” path to financial advice. As a young student in her native South Africa, Mullins travelled the country with a youth group running camps in schools and churches, counselling troubled kids and developing leadership. “Our role was really just being good role models,” she says. The experience led to a degree in youthwork and a certificate in crisis debriefing and trauma counselling, both from the University of South Africa. “In South Africa there’s a lot of trauma related violence, and I wanted to connect with people on a deeper level...