Understanding Sustainable Wealth Management
摘要
This chapter explores the concept of sustainable wealth management, highlighting its integration of ethical and socially responsible principles with traditional wealth strategies. It examines the shift from profit-driven approaches to a “wealth with purpose” mindset, emphasizing long-term financial returns, ethical considerations, and positive societal impact. The chapter distinguishes between asset management and wealth management, outlining various frameworks for sustainable investing such as ESG, SRI, and impact investing. Key facts include the growing influence of women in wealth management, with women controlling 32% of global wealth as of 2019, and their tendency to prioritize sustainable and socially responsible investments. The chapter concludes that sustainable wealth management is reshaping the financial industry, driven by a growing awareness of global challenges and the desire to align investments with personal values. This transformation, led significantly by women, is creating a more inclusive and forward-looking approach to wealth management that balances financial success with positive social and environmental impact.