Family offices conference – values-based investments

Date:         Wednesday 10th May
Time:         9.00am to 2.30pm
Location:   The Dutch Hall, 7 Austin Friars, London EC2N 2HA

Conference attendance is by invitation only. For all enquiries:



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 and 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 the family office.

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 in the coming months. 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 will discuss this strategy and the practicalities of transferring wealth between generations in the new world of the SDGs.

We are delighted that our keynote speakers will be Bonny Landers, Head of Sustainable, Responsible and Impact Investment at Sandaire Investment Office and Simon Smiles, Chief Investment Officer for Ultra High-Net Worth Individuals at UBS Wealth Management.

For our panel discussion, we will be joined by:
• Robert Rubinstein, Moderator – TBLI Group Holdings B.V.
• Stephen Brenninkmeijer – Willows Investments
• Edouard Muuls – Virgin Management Limited
• Louise Kooy-Henckel – Wellington Management
• Kris Douma – UN Principles for Responsible Investment
• Florian Meister – Finance in Motion GmbH

 Aligning assets with values to enrich our world






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