At the Wealth & Investment Management Hub, you can explore the latest trends in environmental and social investing, impact-led portfolio strategies and regulatory changes shaping the future of responsible wealth management.
Engage with experts to understand how shifting client expectations, emerging financial risks and sustainability-focused investment opportunities are redefining long-term wealth creation. Gain insights into innovative financial products, green finance strategies and the tools you need to future-proof your investment portfolios. Discussions range from managing clients investment preferences to the added values of a robust suitability framework within financial planning practices when addressing client investment requirements.
Key focus areas:
- The rise of impact investing: Explore how environmental and social factors are reshaping investment strategies and driving long-term value
- Future-proofing investment portfolios: Learn how to integrate sustainability and risk management to safeguard wealth in a rapidly changing financial landscape
- Navigating regulatory changes: Understand the latest policies, compliance requirements and government initiatives influencing sustainable finance
- Why Philanthropy within financial planning is now becoming a very important aspect for clients and why this is now an area that should be in the conversation within the private and corporate client sector
- Technology and innovation in wealth management: Explore how fintech, AI and data-driven solutions are revolutionising sustainable investing
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