Skip to main content

Wealth & Investment Management 2024

Rest Connect

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
Richard Gillham, Wealth Planner - Progeny