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Family Offices Conference: Values-Based Investments

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Dutch Hall

7 Austin Friars

EC2N 2HA

United Kingdom

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With the upcoming transfer of intergenerational wealth at $30 trillion, how do fund managers assess economic risk in striking a balance between the requirements and regulations of portfolio mandates, the standards of ESGs, the desire to match the SDGs, alongside financial performance?

As recognised in the Campden Wealth and UBS Global Family Office Report 2016, the most important objective in family offices is the management of this transfer. Values-based investments have become the fundamental core strategy within family offices.

Impact investment provides a platform for the values of both the current holders of wealth, and their inheritors, to be aligned. 61% of family offices are either currently active or expect to be active in impact investing. Some 47% of family offices believe that impact investing is a more efficient use of funds to achieve social impact than philanthropy.

The Social Stock Exchange event on 10 May at the Dutch Hall in the City of London, will discuss this strategy and the practicalities of transferring wealth between generations in the new world of the SDGs .

We are delighted to have secured Bonny Landers, Head of Sustainable, Responsible and Impact Investment at Sandaire Investment Office, a multi-family office and Simon Smiles, Chief Investment Officer for Ultra High-Net Worth Individuals at UBS Wealth Management as our keynote speakers.

For our panel discussion, Stephen Brenninkmeijer (Willows Investments), Edouard Muuls (Virgin), Louise Kooy-Henckel (Wellington), Florian Meister (Finance in Motion GmbH) and Kris Douma (UN) will be joining us.

CONFERENCE ATTENDANCE IS BY INVITATION ONLY

Date and Time

Location

Dutch Hall

7 Austin Friars

EC2N 2HA

United Kingdom

View Map

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