Exploring good practice in sustainable investment advice and wealth management

23 Jun 2026
Wealth & Investment Management Hub
Finance & Investment

All companies that offer financial advice and wealth management services can offer sustainable and ethical options to their clients -  yet their approaches vary dramatically. 

This session will explore why it is good to talk about sustainability when seeking financial advice, what good practice looks like and some questions you might like to keep in mind when perusing websites or meeting an adviser.

Speakers
Julia Dreblow
Julia Dreblow, Founder & CEO - SRI Services
Julian Parrott
Julian Parrott, Ambassador - Origen Ethical Futures