Our team has worked with private banks, wealth managers and HNWIs in Europe, North America and Latin America on developing sustainable and responsible investment products and services. Project examples include:
. Assessment of a French multi-family office internal beliefs and perceptions with regards to responsible investment (including client advisors, management and sustainable finance staff). Analysis of collected data to identify patterns and differences within the perception of key stakeholders
. Development of new services and products and identification of opportunities for a Swiss private bank. Project included also the refinement of internal structures (e.g., remuneration, budgeting, appraisal, training and education structures).