Family offices

GUEST ARTICLE

Why performance needs to be more than just about financial return for family office investors

Why performance needs to be more than just about financial return for family office investors

By Matt Braithwaite, Private Client Partner and Jack Martin, Private Client Solicitor, Wedlake Bell LLP –  Family offices are increasingly wanting to invest in stocks and funds that are both profitable and reflective of social values. The types of investing fulfil these aims: Environmental, social and governance (ESG); socially responsible (or ethical) investing (SRI); and impact investing. According to The Global Family Office Report 2020 over a third of family offices surveyed intended to allocate most of their portfolios in this way over the next five years.

GUEST ARTICLE

Why direct investing into private equity is an attractive option for family office investors, notwithstanding the challenges

Why direct investing into private equity is an attractive option for family office investors, notwithstanding the challenges

By Rosalyn Breedy (pictured), Partner, Wedlake Bell LLP – Private equity is an important asset class for family office investors principally because of the potential to earn attractive returns in a low yield interest environment but also because as an alternative asset class the returns tend not to be correlated with the public markets. 

FAMILY OFFICES

International Federation of Family Offices launches to support global family office ecosystem

International Federation of Family Offices launches to support global family office ecosystem

AFFO – the French Family Office Association – and AIFO – the Associazione Italiana Family Officer - have launched the International Federation of Family Offices (IFFO), an international alliance that seeks to bring together national family office associations from every country, in order to contribute to the international development of family office activities.