Last November international trust, corporate and fund services provider, IQ-EQ, hosted a virtual roundtable on family office asset allocation, bringing together 12 professionals who operate in the family office space, including myself. 

It was a wide ranging discussion, covering such topics as: the search for yield amid current global turbulence; the shift in investment focus to alternative assets; heightened risk considerations in today's heavily regulated investment environment; the rise of sustainable and socially responsible investing; and the great wealth transfer.

During the discussion I made the point that a number of these topics, particularly the rise of sustainable and socially responsible investing stem from the succession of wealth to the next generation, who often possess a more values-based mindset to the the current wealth holders.  This flow of wealth and the emergence of these issues is only likely to become more intense as the wealth continues to shift to the next generation.

This wide ranging discussion has been published by IQ:EQ which you can download by clicking on this link: