Annual Report 2025: Side By Side

In Moments Big and Small

At Bessemer, being side by side means serving as a trusted partner to our clients and their loved ones — offering expertise and care at every stage of their journey. Our 2025 annual report reflects that commitment.

We invite you to watch a message from our Chief Executive Officer, Holly MacDonald, and explore the full report.

119 years of continuity and commitment to clients
Women sitting on a bench
99% ten-year client asset retention rate

workers in an office

“Sound planning starts long before a decision takes shape. We think ahead, so our clients can act with confidence.”

Gerard Nout Head of Client Investment Solutions

Highlights From Our Chairman and CEO

Being a trusted partner is the most central role we play for our clients. As a family office serving individuals and families of substantial wealth, we help navigate life’s complexities with expertise, perspective, and enduring alignment.

In 2025, we worked alongside families steering transitions, seizing opportunity, weathering uncertainty, and making the day-to-day decisions that shape their future. The situations varied, but our role — steady, trusted, and deeply engaged — remained the same. That is what it means to be at our clients’ side.

We regard it as a privilege to serve as a family office to the clients and families who place their trust in us, and we remain committed to fulfilling that role with care, integrity, and long-term perspective.

George D. Phipps

Chairman

Holly H. MacDonald

Chief Executive Officer