Sustainable Investing in Wealth Management - Heading

Sustainable Investing in Wealth Management

Impact and Sustainable investing in wealth management is a training course for financial professionals who need a foundational understanding of sustainable finance to better serve their clients. 

This two day training is designed for professionals from private banks and family offices who advise clients, develop wealth management solutions and products as well as those responsible for moving forward wealth management divisions in the area of sustainable finance. 

The course draws on CSP’s learnings from 7 years of helping ultra high net worth individuals develop and implement sophisticated sustainable investment strategies with impact at their center. 

The training is a combination of theory and practice, with high levels of interactivity and deep-dives to topics such as:

  1. What is sustainable and impact investing and how to understand the different sustainable investing approaches used to create sustainable funds and products
  2. Understand the sustainable investing landscape to have better conversations around sustainable investing with clients and understand their needs better
  3. How different investments fit different client profiles and can be built up into portfolios
  4. Be able to interpret ESG and impact measurement data to be able to respond to client questions as well as build better sustainable investment capabilities 

We offer this training online, with the opportunity to meet online in the afternoon of the second day. We offer alumni meet ups for cohort participants twice per year. 

CERTIFICATION

All participants will receive a certificate of completion.
For client advisors, the program is part of the SAQ Swiss Association for Quality program and 16 hours can be added towards recertification of advisors.

MORE INFO

Are you interested in the training or do you have questions regarding timelines or content? If so, please contact program manager Francesca Spoerry at francesca.spoerry@bf.uzh.ch

TARGET AUDIENCE

Professionals from private banks and family offices who advise clients, develop wealth management solutions and products as well as those responsible for moving forward wealth management divisions that need to consider sustainable investing.

LECTURERS AND SPEAKERS

This program combines academic and practical insights to give participants a well rounded view of the Impact Investment

Past and current speakers include:

    Dr. Falko Paetzold, Managing Director, CSP 
    Andrew Douglas, Head of Institutions Programs, CSP 
    Harald Walkate, CEO Finding Ways Ahead
    Dr. James Gifford, Founder of the Principles of Responsible Investment
    Amandine Favier, Head Sustainable Finance, WWF Switzerland
    Antoine Predour, Head Debt Energy, ResponsAbility
    Peter Wüthrich, CIO, VALUEworks

We also engage principals engaging in the client conversation sessions. Previous programs included: Antonis Schwarz, Felix Schmidheiny, Flora Keller, Rudolf Hilti, and Paolo Fresia.

UPCOMING TRAININGS: Feb 2 and 3, 2023

 

WM Training Brochure Cover

 


TRAINING BROCHURE

February 2022 Training (PDF, 1 MB)
A 2-day training bringing wealth managers together online for a deep dive into sustainable finance.

Note that this is the brochure for the 2022 program, the updated brochure for 2023 will be listed in August 2022.