Skip to content
Episode details

Investing with your head and your heart. This sums up the work of Geoff Wilson and his team of investment fund managers at Wilson Asset Management (WAM).

With over 37 years’ experience in the investment market industry, Geoff Wilson pioneered Australia’s first ever listed philanthropic wealth creation vehicles (Future Generation Investment Company & Future Generation Global Investment Company) and has crafted a philosophy that benefits shareholders and investors and uses this as a driver to give back to the community by donating a percentage of investment returns to Australian and International charities.

Geoff brings the what’s, the how’s and the why’s of philanthropic investing by exploring some key elements including:

  • The major benefits offered to investors including access to top performing fund managers and the opportunity to be involved in the philanthropic process
  • The best types of clients suited to this style of investing
  • The benefits of investing in a system with increased job fulfilment, high fund manager retention and positive brand awareness
  • The abilities of top tier fund managers to pinpoint undervalued assets and investment mispricing opportunities to generate significant returns for shareholders and in turn charities
  • The benefits of having a scalable business model that produces positive philanthropic returns
  • The benefits of a Listed Investment Company (LIC) as opposed to other trusts

Geoff believes that as we move up the Maslow hierarchy of needs, there comes a time when we should ask ourselves how we can give back to the community we operate in.

“We all have a responsibility and a right to give back, and we are simply providing the funnel or the structure for this to happen” – Geoff Wilson. 

You’re going to love this one!

More from the Ensombl Advice Australia Podcast

The latest