Wealth Matters: Earth Day by Mutual Trust
The world is facing the twin challenges of energy security and sustainable generation. Global energy demand is projected to rise by around 50% by 2050, driven by population growth, industrialisation and electrification. While clean energy investment has surged, over US$1 trillion committed since 2020, traditional energy sources remain vital, with natural gas expected to grow as it replaces coal.
This article by Wigmore member firm, Mutual Trust, published in recognition of Earth Day 2025 under the theme “Our Power, Our Planet”, explores how strategic investment and innovation across the energy supply chain are shaping the future. It highlights opportunities for investors in companies transitioning to lower-emission solutions, businesses enabling the energy transition through critical minerals and storage technologies, and leaders pioneering new approaches to energy production.
From carbon capture initiatives by major oil and gas producers, to breakthroughs in thermal storage and solar technology, the piece underscores the importance of a diversified approach to energy investment. As the article notes, “Energy security is not just about keeping the lights on; it’s about ensuring economic stability and national security.”
Click below to read Mutual Trust’s article in full by downloading the PDF.
Mutual Trust: Empowering women in funds management
We are witnessing a shift in the investment landscape, with women taking a more prominent role in wealth management. This change is driven by increased wealth creation through professional endeavours, such as entrepreneurship and leadership roles, along with enhanced financial literacy and intergenerational wealth transfers.
In Australia, of the $AUD 4.9 trillion expected to transfer across the generations during the next decade to 2034, more than 65% is estimated to transfer to Australian women through factors such as inheritance, divorce or separation, and longevity. This shift will result in women controlling more money than ever before.
Advisors must be equipped to understand and cater for each woman’s unique needs, while helping build their financial acumen and confidence. Studies suggest many women prefer holistic and strategic financial advice, appreciating the convenience and efficiency of having all their financial needs met in one place.
At Mutual Trust we also recognise that gender diversity within client advisory teams, particularly at leadership levels, is imperative – we are committed to building diverse teams that provide the best possible service to our clients.
This coincides with investment opportunities supporting gender equality and women-led funds increasingly being on the agenda. However, the funds management industry, both in Australia and internationally, has long been dominated by men. Despite the growing recognition of the benefits of gender diversity, women remain significantly underrepresented in this field.
In honour of International Women’s Day 2025, we recognise achievements made in the investment domain and highlight women portfolio managers, supported by Mutual Trust, who have successfully distinguished themselves in their respective asset classes – including healthcare property, science-backed start-ups and food and agriculture technologies. These women are inspirational role models for the next generation of aspiring fund managers.
Click below to read Mutual Trust’s article in full titled ‘Empowering women in funds management’.
Pitcairn: Resolving the Rising Generation Paradox
As featured in Family Business Magazine on July 15, 2020.
In this published piece by Chief Knowledge & Learning Officer at Pitcairn, Amy Hart Clyne, readers will learn ways to reduce the tension between the Next Generation's desire to make a positive impact in society and their loyalty to their family’s wealth legacy.
With a proactive approach where members of different generations recognize their differences and find common ground, conversations around social good and family legacy can be a net-positive for families.
Click here to view the published article in full.