Responsible Stewardship of Wealth Hub

Welcome to STEP’s Responsible Wealth Stewardship Hub, where we have pulled together news, features and resources to provoke thought and raise awareness of the opportunities available to wealth owners to be guided by stewardship principles and values.

STEP Journal: Investing in change

Alex Faure comments on the landscape of sustainable investing.

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STEP Journal: A new way of giving

Stefano Loconte and Beatrice Molteni describe the take-up of donor-advised funds in Italy.

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STEP Journal: An uphill struggle

James Gribbin describes the continuing and unsettled struggle between fiduciary duties and ESG investing for discretionary trustees.

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Apply to join one of the Global SIG Steering Committees by 31 October 2024
The steering committees of our various SIGs are now accepting applications to fill a number of vacancies on each of the steering committees. Global applications are welcomed.
Leveraging family business values for sustainability

Business families need to rethink what wealth may entail – be it the good life or living life meaningfully. This panel of speakers looked at an integrated approach to developing successful, sustainable practices within a family business, the importance of family business values in achieving this, and looked at how these values are identified and integrated on a practical level.

Industry Insight

Insight

Embracing the future: The Bahamas is approaching sustainable finance with a robust environmental, social and governance (ESG) framework.

Feeling the squeeze

Feeling the squeeze

Helen Bradford-Swire, News Editor at STEP, asks if wealth taxes are on the cards in the near future for the world’s highest-wealth individuals.

SIGs Quals

The Informed Trustee

Providing full coverage of the legal, regulatory and financial requirements on charities across the UK, this innovative e-learning course will prepare you to make a powerful contribution at the board table.