Family Offices
Tailored Solutions for Family Legacies
Family offices today face the challenge of preserving generational wealth while navigating complex global markets. At SCGX Capital, we reject off-the-shelf products. Instead, we architect bespoke global portfolios designed to align precisely with family offices values and legacy goals. By leveraging deep insights from our global institutional client base, we identify high-conviction opportunities across developed and emerging markets. Our investment team collaborates closely with the family offices investment committee to co-create robust solutions that transform their requirements into enduring value.
Merging Data with Insight
We believe superior returns are generated by combining quantitative data breadth with fundamental analysis depth. Our “Quantamental” approach utilizes proprietary models to screen thousands of global opportunities, identifying anomalies that pure fundamental analysis might miss. However, machines do not make the final call. Our experienced investment team validates every signal, ensuring we capture sustainable alpha. This hybrid methodology allows family offices to benefit from big data breadth combined with human expertise, ensuring a disciplined, sophisticated investment strategy.
Risk, Return, and Impact
Modern family office investing requires looking beyond traditional two dimensions of risk and return. SCGX Capital introduces a third critical dimension: sustainability impact. Our “3D Investing” framework integrates forward-looking climate analytics into our stock selection process, ensuring family office investments align with the transition to a net-zero economy without compromising financial performance. By identifying transition leaders rather than just excluding laggards, we empower family offices to decarbonize their family wealth while capturing the significant growth potential of the green economy.
Capitalizing on Structural Growth
Many sectors are undergoing a massive digital transformation, creating new opportunities for growth-focused family portfolios. Our thematic strategies target five key segments. This approach allows family offices to benefit from the ongoing digitization and tokenization. Across every segment, advancements driven by artificial intelligence and blockchain are enabling companies to deliver enhanced products. We help family offices access these high-growth innovators.
Navigating Market Bifurcation
As we look forward, we see a distinct bifurcation in market risks. While high-yield bonds face headwinds from deteriorating fundamentals, other global opportunities offer a more constructive path. Fueled by robust earnings, and AI-driven productivity gains, stocks are uniquely positioned to outperform credit. We actively tilt family office portfolios toward these opportunities, favoring markets that benefit from fiscal stimulus and technological innovation, ensuring family office capital captures the upside.
Wealth Preservation Through Climate Action
Family office legacies are often intertwined with sustainable stewardship. We offer bespoke solutions that combine financial goals with net zero objectives. By utilizing proprietary tools, we identify corporate leaders in the climate transition. This enables us to construct portfolios with low tracking error that score highly on alignment with the Paris Agreement. We empower family offices to exercise active ownership, engaging with portfolio companies to drive real-world decarbonization while preserving long-term capital.
Co-Creating Innovation
We understand that successful family office investing is a collaborative partnership, not a transaction. SCGX Capital operates as a client-driven partner, listening intently to family offices’ specific needs to co-create tailored global equity strategies. Whether family offices are targeting a specific risk profile, a multi-thematic focus for younger generations, or a steady income stream, our Investment team works with them. We leverage our institutional scale and investment professionals to deliver bespoke innovation that meets family offices distinct objectives.