Tocqueville Asset Management

08/03/2026

Reflections on fifty years in the investment business and the many market cycles that have shaped this period. While much has changed since 1976, history offers an encouraging reminder that periods of uncertainty can still give way to remarkable progress.

https://tocqueville.com/milestones/

Reflections on fifty years in the investment business and the many market cycles that have shaped this period. While much has changed since 1976, history offers an encouraging reminder that periods of uncertainty can still give way to remarkable progress.

07/22/2026

Cybercrime cost to the world is now $10.5 trillion annually, and growing. The weapon of choice isn't malware, it's human psychology.

In "Fool Me Once," Natalie Blundell (Head of Client Services at Tocqueville) breaks down why today's scams work on smart, careful people too — and why "I'd never fall for that" is exactly the mindset scammers count on.

Inside the article:

🔹 Why Gen Z and Gen Alpha get scammed at higher rates than their grandparents

🔹 The social engineering tactics behind today's most convincing scams

🔹 The disturbing human trafficking pipeline behind many scam call centers

🔹 A practical checklist of red flags to watch for

🔹 Why shame - not naivety - is the real reason so many scams go unreported

This isn't about fearmongering. It's about giving your brain a "blueprint" before the moment it needs one.

Read the full article 👇

https://tocqueville.com/fool-me-once/

Are we being driven into unnecessary paranoia about scams and fraud or is there credible evidence to be concerned?

06/03/2026

Tocqueville is pleased to announce the launch of the Tocqueville Private Markets Fund — our inaugural private markets vehicle.

The Fund is designed to deliver institutional-quality exposure across venture capital, private equity, real estate, and private credit through a single, client-friendly structure.

For over four decades, Tocqueville has built its reputation on independent thinking and disciplined, fundamental research. This fund is the natural extension of that approach into private markets.

➡️ First close: June 30, 2026

Reach out to learn more
🧵 See below for Webinar and F&Q videos

01/10/2023

Greetings from Heckerling Institute on Estate Planning!

02/02/2022

Tocqueville is steadfast in our belief in focusing on both the past, present, and the future of our clients. Since 1985, we have been preserving and growing our clients’ wealth, providing the stewardship and experience necessary to meet current challenges and preparing for the uncertainty facing future generations. Visit us to learn more how we can help clients navigate through the markets. https://tocqueville.com/

12/29/2021

Happy Holidays! See our latest Tocqueville Insight, penned by our PM Alex Stock, on the importance of time when building generational wealth.

https://tocqueville.com/to-the-power-of/

Elementary school math classes often begin with the core facets of arithmetic: addition, subtraction multiplication and division. Derivatives come later,

11/10/2021

Is your investment philosophy and portfolio truly positioned for the long term? We rely on our rigorous proprietary research and strong relationships with our clients for a holistic approach to wealth for the long run. We ignore the noise and focus on what matters in the long-term. We would enjoy having this discussion and learning more about your plan: https://tocqueville.com/our-firm/

11/02/2021

Are you looking for something to listen to on your way into the office? Tune in to the October 29 episode of Chuck Jaffe’s “Money Life” podcast, where Tocqueville PM John Petrides gives advice to investors regarding market volatility in the aftermath of the pandemic. Click here to listen - https://moneylifeshow.libsyn.com/just-because-something-is-down-doesnt-mean-youve-lost-money - also available on all podcast streaming platforms.

10/07/2021

We are pleased to announce that Tocqueville is collaborating with CapZone Impact Investments LLC to launch a series of Opportunity Zone Funds to provide high net worth individuals and families the ability to have tax advantaged investments focused on ESG initiatives. Read here to learn more:

Tocqueville Asset Management announced the first multi-sector Opportunity Zone Fund strategies focused on strong ESG guidelines.