Wealth managers philanthropy: The transition to an impact economy

Wealth managers philanthropy: How banks and wealth managers can support the transition to an impact economy

Banks and wealth managers are ideally placed to help their customers use their wealth for good. So why are relatively few talking to their customers about philanthropy and impact investing? And when they do talk about it, are they providing the best quality advice? Is this about wealth managers philanthropy?

Time for a new financial advise

Recent research suggests it’s time to rewire the system of financial advice to create a true impact marketplace where banks compete to help their customers do good for society.

This sessions brings experts together to explore what it takes to do just that.

Expert panel

• Maya Ziswiler (moderator), CEO, UBS Optimus Foundation
• Sir Partha Sarathi Dasgupta, Indian-British Economist, Former Frank Ramsey Professor of Economics, University of Cambridge
• Nicole Sykes, Director of Policy and Communications, Pro Bono Economics
• Alejandro Litovsky, Founder & CEO, Earth Security

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International philanthropy in Empresa y Sociedad

• Empresa y Sociedad chairs Transnational Giving Europe in 2023
• International Philanthropy, one of the key priorities of Fundación Empresa y Sociedad
• See other Empresa y Sociedad events and activities