In our trainings and research with wealth owners, advisors and banks, we learned that advisors to private wealth owners lack opportunities to learn and practice integrating sustainable investing in their work. This lack of knowledge and practice can hold advisors back from more actively engaging with their clients on sustainable investing.
Therefore, the Sustainable Investing in Wealth Management program was launched as a hands-on executive education training program for client advisors and staff at private banks and family offices.
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