Commentary on innovation in the wealth management industry for Spear’s
Posted by bedrock on
Technological advances, new regulations, a changing macroeconomic climate, and investors with differing expectations have created an unfamiliar and rapidly evolving investment landscape for wealth managers. What will single out the family offices with the right DNA to survive in this new era?
Bedrock’s Head of Advisory, Helena Eaton, shares key insights on ESG investing from her recent appearance on the Next Frontier podcast. Covering its meaning, evolution, impact, and future outlook.
In this article, we review how our 'Top 10 market Themes of 2025' have performed during the year in a rapidly changing political, geostrategic, financial and economic environment.