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