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