2025 Assessment of Wealth Managers’ Impact Offerings – from Behemoths to Specialists

Brief description

CSP and The ImPact assessed what the level of best practices is at large platforms like UBS, wealth managers like Alti Tiedemann or Cape Capital, and boutiques like Baseline and Abacus, in regard to sustainability and impact services for private wealth holders. We will present and discuss the findings of the 2025 assessment of 13 wealth managers. Where are the key gaps and opportunities in the market?

Speakers : 

• Dr. Falko Paetzold, CSP, Universität Zürich
• Andrew Douglas, CFA, CSP, Universität Zürich 
   

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