Your responsibility wealth management journey starts with what matters to you. Responsible wealth management is about protecting, growing and passing on wealth to the next generation while addressing global challenges. In essence, responsible wealth management comes down to you and your core values.
In our #WealthInsights video, we explore the 3 approaches of responsible wealth management: sustainable investing, impact investing, and philanthropy.
Download our Earth Matters Report
We are at a critical juncture when it comes to investing in Planet Earth. This special report looks at addressing the overuse of natural resources, one of the key focuses of Julius Baer’s impact investing approach, and shares the experiences, knowledge, and expertise of industry leaders.
To download the Earth Matters Special Report, please enter your e-mail address below and you will receive a download link via e-mail.
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Our monthly Wealth Insights series focuses on the most important moments in life – whether it is starting a business, building up a fortune, moving abroad, preparing for retirement or transferring wealth to the next generation. We ask the relevant questions and provide answers from a wealth management perspective.