Social Capital

Sharing insights from our recent event with The Beam Network, this article explores the evolving shift in female principalship and reflects on what it means for women to lead with wealth today.

In this article, we explore with The Beam Network the shifting landscape of female principalship, and the role of confidence, community and education in shaping how women engage with their wealth.

In a recent interview with Allnews.ch – La finance suisse dans l’e-media, Maurice Ephrati, Managing Partner at Bedrock, shares his perspective on the firm’s new partnership with Corient and what it represents for us and our clients.

In this article, our Coach‑in‑Residence, Sarah Thorpe Scott, draws on her work with founders and next‑generation family members to explore one of the most challenging aspects of succession: the conversations that don’t happen.

Bedrock Group will be joining forces with Corient to create the world’s largest independent wealth management firm for UHNW families.

Inheriting the Future is a new Bedrock series exploring how the next generation is navigating that responsibility in an era of rapid technological and societal change. Written by Bedrock Advisory Board member Kydd Boyle, founder and CEO of Horizons and a member of a fifth-generation family business, the series offers a candid perspective shaped by his experience as an entrepreneur, investor, next-gen, and father.

Recent reports show that in 2025, families of significant means contributed $207 billion to philanthropic causes, accounting for 36% of all individual giving worldwide. This growth reflects not just increased generosity, but a shift toward more structured and disciplined approaches to giving, as families increasingly professionalise their philanthropic activity. To explore this evolving landscape, we spoke with Jo Shropshire, co-founder of Benesys, a leading philanthropic advisory firm.