Investor's Guide to Impact Wealth Management

Wealth managers are increasingly integrating social and environmental impact considerations across many of the products and services they offer, moving beyond treating impact as merely a niche offering for their clients. This shift is fueled by evolving client expectations, generational transitions, and the understanding that conventional wealth management approaches often fail to address the needs of impact-focused wealth holders.

Drawing on research, interviews, and lived experience, the Investor's Guide to Impact Wealth Management clarifies key concepts and essential capabilities within impact-focused wealth management. The guide features real-world examples from 13 wealth management organizations and offers concrete steps for wealth holders to define their objectives, evaluate wealth manager services, and fully realize the impact potential of their assets.

This research builds on the “Sustainable Investing Capabilities of Private Banks” series first published by CSP, aiming to simplify the process for wealth holders to find appropriate managers by enhancing transparency on the capabilities and services available in the industry.