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Sustainable investing and philanthropic impact

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KEY TAKEAWAYS

 

The gap between interest and action in sustainable investments is starting to narrow

Climate transition solutions, agricultural solutions and food security are the dominant themes for family offices invested or considering sustainable investments

Families are seeking support to engage the next generation and plan philanthropic leadership succession

 

The gap between interest and action in sustainable investments remains significant. However, it is starting to narrow, thanks to growing sustainability concerns and the broadening of themes and instruments available for such investments.

Just over half of respondents (51%) indicated that yet further access to sustainable investment opportunities with competitive financial performance may further bridge this gap.

While the focus on philanthropy has yet to shift in line with the priorities of the younger generations, families are increasingly aware that a generational transition is coming. They are seeking support to engage the next generation and plan philanthropic leadership succession, and to integrate philanthropy as part of their wider wealth planning.

Citi Private Bank is dedicated to helping dynamic individuals and their families preserve and grow their wealth. Our clients include some of the world’s leading entrepreneurs, executives, investors and their family offices. We provide customized private banking that crosses borders, including some sophisticated services usually reserved for major global institutions.

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