Family offices

Risk warning

The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.

Overview

A multi-generational challenge

Family offices benefit from a truly long-term investment horizon and greater flexibility in the way they invest. In seeking to maximise these advantages, they generally favour larger allocations to illiquid assets and more niche areas of public markets to capture risk premia which they are uniquely well-placed to access. A flexible mandate means family offices can be truly selective in pursuing opportunities which meet their desired risk profile, investment objectives and sustainability requirements.

Our value proposition

We act as an investment manager for family offices around the world, and in the UK this includes a mix of multi- and single- family office clients. We understand that each family office is unique in terms of requirements and risk appetite, and we believe that our breadth of investment capabilities – in public markets as well as alternatives and real assets – make us a compelling partner for family office investors looking to broaden their opportunity set.

Proven focus on sustainability

We believe it is possible for family office clients to meet their investment sustainability objectives without sacrificing a diversified and attractive opportunity set. Through active engagement and stewardship we have built a strong track record of delivering more sustainable outcomes across asset classes. Our product range is able to cater to a broad range of sustainability requirements, from ESG integration to impact investing.

Our capabilities

Active Equities

Harness a spectrum of equity opportunity – through fundamental, team based research.

Find out more about Active Equities

Fixed income

Harness the full spectrum of fixed income solutions to target powerful outcomes.

Learn more about fixed income

Multi-Asset

Blend a broader range of asset classes to target your risk-reward requirements.

Find out more about Multi-Asset

Private Markets

Valued and accepted as an attractive means to diversify a portfolio and achieve enhanced long-term return potential.

Learn more about private markets

Liquidity

Managing liability risks and investment-return requirements for our pension schemes.

Learn more about liquidity

Alternatives

Share in the return and diversification potential of leading and specialist hedge funds.

Find out more about Alternatives

Our principles – how we invest sustainably

Embed ESG factors

As active investors we aim to integrate environmental, social and governance (ESG) considerations into every stage of research, investment rating and selection, and portfolio construction.

Focus on client outcomes

We make it clear to our clients how we use our focus on sustainability to manage risk, optimise opportunity and act in their long-term interests.

Be active stewards

We actively engage with companies and assets in which we invest to get better insight and encourage action that we believe will create long-term value, including in relation to ESG practice. We also vote at AGMs to drive change.

Leverage our influence

We work closely with governments, regulators and industry bodies across the world to advance policy, including those relating to social and environmental standards.