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The Wealth & Investment Management Hub is where finance meets impact. Taking place at Excel London on 23-24 June 2026 as part of Reset Connect London, this hub brings together fund managers, financial advisers, family offices and other investment professionals to explore the latest trends in environmental and social investing, impact-led portfolio strategies and regulatory changes shaping the future of responsible wealth management.
As investor expectations evolve, regulations shift and demand grows for impact-led strategies, wealth managers must balance financial performance with measurable social and environmental outcomes. This hub explores how to integrate sustainability into investment decisions, leverage innovative financial products and tools, and deliver long-term value for clients and society.
Here’s what you can expect:
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Understand how impact investing and environmental and social factors are reshaping strategies and driving long-term value
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Future-proof portfolios by integrating sustainability, risk management and innovative solutions across client offerings
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Navigate regulatory changes, compliance requirements and government initiatives influencing responsible finance
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Explore the role of philanthropy in financial planning and why it is becoming central to client conversations
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Discover how fintech, AI and data-driven tools are transforming wealth management and sustainable investing
Across two days of high-level discussions and interactive sessions, you will gain practical insight into integrating sustainability into investment strategies, managing risk and unlocking opportunities across markets and sectors.
Wealth & Investment Management Hub
Day 1
10:00
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While sustainability is widely recognised as a significant business risk, translating that risk into measurable, strategic action remains a complex hurdle for organisations. This session moves beyond …
11:30
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This session will aim to give newcomers to the area a basic introduction – with plenty of time to ask questions This session will be in two parts – we will start by introducing the basics, such as pur …
12:30
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As advisers look for attractive long-term opportunities for clients, climate innovation is an increasingly important area that aligns with major economic shifts shaping the global economy. This sessio …
14:00
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Ty Murphy LLM is an estate planning lawyer, author, and Editor of Family Office Magazine. He advises on trusts, succession and wealth protection, with a focus on helping families and business owners n …
14:30
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Raising investment doesn’t have to feel like guesswork. In this session, Anthony Rose breaks down how to get truly investment-ready, attract the right investors and run a funding process that builds r …
15:30
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SMEs underpin global supply chains and investment portfolios yet remain poorly understood, creating hidden risks and missed opportunities. Limited data obscures their emissions, resilience and financi …
Day 2
11:00
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The premise of this session is that whilst investors cannot be held responsible for everything that happens in the world, they are none the less important – and the retail investment and advisory comm …
11:30
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In this session, Lisa Ashford, CEO of Ethex, and Ray Coyle, CEO of Energise Africa, will explore how they have helped tens of thousands of UK investors to use their capital to fund real-world projects …
13:00
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This session will explore the retail sustainable, responsible and ethical investment landscape in 2026. We will be discussing the different options that are available to clients, who they are designe …
14:00