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philanthropy

May 20, 2019

Ethically minded, technology savvy and eager to make a positive impact—the next generation are driving family offices’ movement into sustainable and impact investing. But are the expectation of returns realistic or are families just following a trend?

Sustainable and impact investing continue to be attractive for family offices and are among the fastest growing areas in the average family office investment portfolio. But uncertainty persists for many interested in the asset class, with fewer expert advisers compared to more traditional classes. 

Family offices increased their foray into sustainable investing over the past 12 months, with more than one-third (38%) now engaged in the practice, according to The Global Office Family Report 2018 (GFOR). 

April 22, 2019

London-based fourth-generation family office J Leon Group has overhauled its giving in the last decade. Paddy Walker, managing director, spoke to Alexandra Newlove about how the diverse giving portfolio—from stopping killer robots to challenging hate speech—has brought the family closer

The 18 charities supported by J Leon may seem disparate at first glance. But drill down a little and you find they align under five key areas informed by the family’s history, passion, and expertise.

In the noughties, Paddy Walker and Tania Slowe, joint managing directors and husband-wife team, executed two buy-backs, taking the number of shareholders from 140 to fewer than 20.

It was this, Walker says, which spurred the family to reassess its giving, as the family felt closer and it became easier to communicate.

April 12, 2019

The “Core Characteristics of Impact Investing” have been unveiled to help family offices interested in creating positive change navigate the growing $502 billion impact market.

The “Core Characteristics of Impact Investing” have been unveiled to help family offices interested in creating positive change navigate the growing $502 billion impact market.

Intentionality, Evidence-Based Investment Design, Impact Management and Contribution to Industry Growth were declared as the core characteristics to provide reference points and practical actions to establish the baseline expectations for impact investing.

April 8, 2019

Dame Stephanie Shirley brought the same trailblazing zeal to philanthropy over the past quarter century as she did as an IT industry pioneer. She tells James Beech what she learned from starting and finishing charitable giving

How a philanthropist ends their legacy is just as important as how they start it. Just ask Dame Stephanie “Steve” Shirley CH, who at 85 and after decades of venture philanthropy is spending out her charitable Shirley Foundation while ensuring the good work continues.

March 29, 2019

Germany’s second wealthiest family, behind global brands Pret a Manger, Dr Pepper, and Krispy Kreme, say they are “ashamed” by their ancestors’ brutality towards slave labour during Nazi rule.

Germany’s second wealthiest family, behind global brands Pret a Manger, Dr Pepper, and Krispy Kreme, say they are “ashamed” by their ancestors’ brutality towards slave labour during Nazi rule.

February 27, 2019

Campden Wealth, in partnership with UBS, is proud to launch its annual Global Family Office Report, the most comprehensive benchmark research of its kind worldwide.

Campden Wealth, in partnership with UBS, is proud to launch its annual Global Family Office Report, the most comprehensive benchmark research of its kind worldwide.

February 15, 2019

Multi-generational missions in philanthropy are in the fabric of many family businesses. Activities tend to be directed either through a family foundation, directly through the business or in association with the family office. A new Campden Research study will look at wealth holder attitudes towards time-limited charitable giving.

Multi-generational missions in philanthropy are in the fabric of many family businesses. Activities tend to be directed either through a family foundation, directly through the business or in association with the family office. A new Campden Research study will look at wealth holder attitudes towards time-limited charitable giving.

January 3, 2019

Wealthy family businesses in India say they have “a moral duty” to go beyond state requirements for charitable giving despite outperforming non-family firms in supporting philanthropic causes.

Wealthy family businesses in India say they have “a moral duty” to go beyond state requirements for charitable giving despite outperforming non-family firms in supporting philanthropic causes.

October 25, 2018

A wave of social good is swelling among the world’s family offices as the next generation of leaders declare they are building upon their family’s commitment to sustainable and impact investing.

A wave of social good is swelling among the world’s family offices as the next generation of leaders declare they are building upon their family’s commitment to sustainable and impact investing.

The new Global Family Office Report 2018 by Campden Research with UBS found a significant 39% of family office principals surveyed said their next generation will increase allocations to impact and environmental, social and governmental (ESG) investing.

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