Investor's Guide to Impact Wealth Management | In-person launch

Datum
25.11.2025
Zeit
6:00pm - 7:15pm, followed by Apéro
Ort
Kantonsschulstrasse 3, 8001 Zurich, Floor G, Room G-01 (opposite of the Kunsthaus)

Join the event for an engaging discussion and the launch of the upcoming publication by CSP and The ImPact, Investor’s Guide to Impact Wealth Management (available on cspglobal.org from November 17th). 

They will explore critical insights from their comprehensive research profiling 13 leading wealth managers and their approaches to sustainable and impact investing. This guide offers practical tools, market insights, and comparative analysis to help you identify, evaluate, mandate or switch to an impact-oriented wealth manager.

 

Agenda :

18:00 – 18:10 | Welcome 

Dr. Falko Paetzold, Founder, CSP and Managing Director, CCSP-HSG

Claudia Coppenolle, Director Europe, The ImPact

 

18:10 – 19:15 | Discussion: Key insights from the Investor’s Guide to Impact Wealth Management

Navigating wealth manager discovery, client onboarding, portfolio implementation and ongoing relationship management

Andrew Douglas CFA, Senior Fellow, CSP

Claudia Coppenolle, Director Europe, The ImPact

Dr. Falko Paetzold, Founder, CSP and Managing Director, CCSP-HSG

 

 19:15 – 20:30 | Apéro & networking

 

To confirm your attendance, please log in to the website and register before November 13th, 2025.

Another online launch event is available for registration here