FINDINGS FROM WEALTH MANAGEMENT & PRIVATE BANKING - JUNE 2015

The Findings

• Intergenerational Wealth Planning

  Many reasons such as DB transfers, property and longer life expectancy, mean that £5.5 trillion* will move hands in the UK between now and 2055. Savvy advisers need to start thinking today about how this shift in assets will affect their clients and their bottom line.

• INVESTOR PROTECTION - WHERE DO YOU DRAW THE LINE?

• Is ESG investing a case of “Fifty Shades of Green?” As we race to judge a company, are we impacting the World balance? It is a big question?

  Investors continue to increase their allocations to ESG – however, due to a lack of criteria and an industry-wide framework to measure ESG, it remains unclear what sustainable investing stands for. Different interpretations of ESG are widespread across the asset management world which increases the risk of greenwashing.

• Is everything ‘brand news?’ What steps must you take to protect your company’s hard earned reputation?

• IS EVERYTHING “BRAND NEWS”? PROTECTING YOUR BUSINESS REPUTATION