End-of-year letter from the Partners
Uncertainty has characterised 2025. Geopolitical tensions, armed conflicts, tariff announcements, fiscal and monetary policy have all posed challenges.
Comment & Analysis
5233 articles found
Philanthropy in Spain: social attitudes and behaviours
Even a gesture as simple as giving up one’s seat for an elderly person can be considered a selfless act of kindness towards others.
Charities face £1.5bn hit amid sharp fall in money left in wills
Previous Rathbones research has also found that volunteering as well as donations have dropped in 2025.
The future of Private Wealth: Insights from the Equiom Monaco Team
With its position as an international wealth hub and home to one of Equiom’s multilingual private client teams, the Principality offers a unique vantage point from which to observe these changes.
Liquidity strategy: Refilling for 2026 and beyond
To be effective, a Liquidity strategy should be funded with enough resources to cover three to five years of portfolio withdrawals, and invested in solutions that prioritize capital preservation.
Families, philanthropy and festive gatherings: PWM Tea Break
Dina de Angelo from Pictet Wealth Management shares her secrets of successful communication with multiple family generations over tea and festive mince pies with PWM
Dechert Advises Motley Fool Wealth Management on Strategic Agreement with Apollon Wealth Management
Dechert advised Motley Fool Wealth Management, a registered investment advisor managing over $1.5 billion in client assets, on its agreement to join the growing national organization of Apollon Wealth Management.
Geneva’s L’Escalade festival: a spirit of resistance and independence
For decades, the Escalade festival has been celebrated in our Geneva offices, becoming a cherished tradition.
Why Elite Families Now Treat St Kitts and Nevis Citizenship as a Multi-Generational “Legal Asset Class”
Those tools remain critical, but they are increasingly incomplete on their own.
Nomura seeking private debt acquisitions in alternatives push, CEO says
These aims mark the latest stage of Nomura's drive to establish itself as a global financial player and reflect the gradual diversification of financing needs in Japan as the economy finally exits deflation.
Aberdeen enters into agreement with MFS to acquire management of Closed End Funds with assets totalling £1.5bn
Through a series of mergers and reorganisations, nine MFS funds, in addition to one existing Aberdeen closed end fund, will be consolidated resulting in two active closed end funds.
How Much Richer Jeff Bezos Has Gotten Over the Last 5 Years
The word “billionaire” isn’t something just anyone can claim — only 3,028 people have that distinction. “Multibillionaire” is even more exclusive, and among the very top is Jeff Bezos.