From Wealth Holder Intent to Real-World Impact: Raising the Bar in Wealth Management
Wealth managers are often gatekeepers to capital. As demand for impact grows, many wealth holders are frustrated by the mismatch between their ambitions and what their advisors can deliver. In this session we:
– explore this mismatch through breakouts and a panel discussion
– shine a light, backed by recent research, on how wealth managers are adopting impact investing and impact considerations across their business models
– reveal what wealth holders should look for, when selecting a wealth manager
The session is based on new research by the Center for Sustainable Finance and Private Wealth (CSP): the “Investor’s Guide to Impact Wealth Management” which will launch soon.
Framing this topic
This short section provides context for the event to ensure all participants, regardless of prior knowledge, are equipped to engage with the discussion.
There is a tremendous opportunity for private wealth to flow toward impact, when wealth holders and -managers have a shared understanding of how to define impact and truly partner in every step through the wealth management lifecycle stages.
This starts by finding the right wealth manager, or from a different perspective: being the right wealth manager. Wealth holders regularly cite advisor selection as a key barrier to moving from ambition to action. CSP’s Investor’s Guide to Impact Wealth Management offers a structured framework for evaluating wealth manager capabilities across the full client journey and helps advisors see what good looks like.
Whether you are a wealth holder or a wealth manager, this session will provide you with takeaways that you can start implementing tomorrow.
