Evolution of Wealth Management: Horizontal

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THE EVOLUTION OF WEALTH MANAGEMENT Sustainable Portfolio Regenerates the planet The Global Returns Fund Symbiotic Investors Invest and receive financial returns Minimises adverse effects Allocate a small amount Yields Global Returns, aiding sustainable portfolio Sustainable Portfolio Invest and receive financial returns Minimises adverse effects, but ignores critical regenerative needs and only delays the erosion of value SYMBIOTIC SUSTAINABLE Investors + Old-Fashioned Portfolio Invest and receive financial returns Degenerates the planet, threatening the very basis of value creation OLD-FASHIONED Investors Updated 28/10/21

Transcript of Evolution of Wealth Management: Horizontal

THE EVOLUTION OF WEALTH MANAGEMENT

SustainablePortfolio

Regeneratesthe planet

The Global Returns Fund

Symbiotic Investors

Invest and receive financial

returns

Minimisesadverse effects

Allocate a smallamount

Yields Global Returns,aiding sustainable

portfolio

SustainablePortfolio

Invest and receive financial returns

Minimises adverse effects, but ignores critical regenerative needs and only

delays the erosion of value

SYMBIOTICSUSTAINABLE

Investors

+Old-FashionedPortfolio

Invest and receive financial returns

Degenerates the planet, threatening the verybasis of value creation

OLD-FASHIONED

Investors

Updated 28/10/21