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Wealth & Investment Management 2024

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Bringing Sustainable Investing to Life for Clients - An Adviser's View

25 Jun 2024
Wealth & Investment Management Hub
Reset Connect London 2024
  1. Sustainable investing – a paradigm shift both for advisers and their clients
  2. How can advisers build on the new regulatory framework to improve their sustainability conversations?
  3. Common client objections - performance; diversification; political risk
  4. Bringing sustainable investing to life - the importance of storytelling
  5. Upskilling in sustainability - next steps
Speakers
Richard Gillham, Wealth Planner - Progeny