News

Strengthening mission alignment of endowments at Swiss foundations

onValues has in the past months continued its work in support of the foundation sector in Switzerland. Besides providing advice to several foundations for developing and implementing mission aligned investment strategies, onValues is also engaged in sector wide capacity building efforts. Ivo Knoepfel is an independent advisor of SwissFoundations' (the national association's) working group on Finances which regularly deals with mission investing matters. In the Swiss Foundations Report 2015 (only available in German and French), Nathalie Moral from the Arcas Foundation and Ivo Knoepfel present results of their recent survey of Swiss foundations and a feasibility study for program related investments in Switzerland. Ivo Knoepfel was also a speaker at the Swiss Foundations Symposium held in Zürich on 3 June 2015.

Engaging leading families and their nextgens

onValues is active in several international networks supporting leading families invest their wealth according to their values and for positive impact. In April, together with one of our partners, we organised for the second time a workshop on sustainable investing for 'next generation' wealthholders from six different European countries.  On 20-21 April, Ivo Knoepfel was a speaker at the pymwymic Family Days. He briefed a group of 30 family principals and over 50 family office representatives on strategies to better align family wealth with sustainability drivers and impact goals. pymwymic is one of the leading family networks in the field.

Peter Wüthrich joins onValues

onValues is pleased to announce that, as of 1st of January 2015, Peter Wüthrich has joined onValues as a Senior Advisor and Member of the Management Board of the company.

onValues and Peter’s former company, Wüthrich, Henz & Co. Ltd., have been working together and sharing experiences in advising asset owners for a while now. Peter has also been a member of the advisory board of onValues. Over time, it became clear that the respective skills, networks and customer groups complement each other very well and that joining forces made sense.

Peter graduated with a Master's Degree in economics from the University of St. Gallen (HSG) and is a CFA- and FRM-Charterholder. With his long and successful track record in the Private Wealth Management industry, Peter is a seasoned investment specialist who will add value to our advisory services.

European foundation meeting marks growing interest in mission-aligned investing

onValues continues its work with European foundations in this area. After the Brussels and Zurich meetings, onValues recently helped organise and moderate a third European foundation roundtable dedicated to sharing best-practices in better aligning foundations' capital management to their mission. The roundtable was sponsored by the Foundation for Future Generations and Fondation de France and consisted in two meetings: one dedicated to overall investment strategies and governance issues (13-14 March 2014 in Brussels) and another one focussing more on venture philanthropy and impact investing approaches (3-4 July 2014, also in Brussels). 20 foundations from eight countries participated in the meetings.

Reports on the two meetings (including presentations) can be found at:
March report, and July report

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