Lessons in Legacy, Chapter One: The Legacy landscape - Flipbook - Page 17
G
iven the wider societal conversation around ESG, it is perhaps not
surprising that respondents confirmed that the issue is also firmly
on the agenda for many UHNW and HNW individuals and their
families.
TWO THIRDS OF RESPONDENTS SPECIFIED THAT AROUND A THIRD
OF THEIR CLIENTS WERE CONCERNED WITH ESG WHEN IT COMES TO
FUTURE PLANNING
SURVEY FINDINGS
However, despite its increasing importance, it appears these discussions do not
always coagulate into concrete action.
Our survey results show that more clients want to critically assess whether the
ways in which they invest their money is truly contributing towards a greater and
more sustainable future. However, knowing where to begin, who to trust and
how to measure true impact can be real barriers to achieving change. Cynicism
and scepticism still prevent many from embarking on
meaningful change.
Feedback from the market though, demonstrates that
HNW and UHNW clients are at least engaged and
are educating themselves on how to develop their
investment strategy and leadership of their business to
better take account of ESG.
LESSONS IN LEGACY