2020 Vision
The next decade of wealth
As the world evolves at pace, what does that mean for you?
This new decade has brought some of the biggest changes and challenges the world has seen in recent years. As we navigate this new reality, individuals and families are faced with decisions and choices that will affect their legacy, and the future…for years to come. Join us as we share insights on the topics of legacy and wealth transfer, impact investing and philanthropy.



Philanthropy
An increasing number of people are looking for ways to better support causes and charities important to them. For many, it’s not just about donating money. Your philanthropic endeavors and how you go about them are as unique as you. Learn how to get started in philanthropy, the things to consider before you do and how some of the UK’s most impactful philanthropists have shaped their journeys—including some of the challenges and failures they’ve faced.
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Investing for impact
Social inequalities and universal environmental threats have caused many to reevaluate how they invest for change and the future. Learn more about why environmental, social and governance (ESG) factors are among the most talked about investment criteria, how your peers are balancing purpose with profits and how industry leaders are reimagining solutions that will help solve pressing global concerns.
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Legacy
Thinking about the future of your family and the protection of your assets can be daunting. Being prepared and well informed can help bring peace of mind amidst uncertainty. Understand what it means to define a legacy, what your peers are prioritising and how the needs and wants of the next generation are shaping the future for us all.
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“One of the most fulfilling things to do is to set out and help people and see that your money, your counsel, your time has actually made a difference.”
Sir Tom HunterEntrepreneur & Hunter Foundation founder

“We are in a new era where sustainability is a must-do. If we want to care about the future, it requires each and every one of us to play our part.”
Steve HowardIKEA’s former chief sustainability officer

“Gen Z are digital natives who've grown up with the world's network, market and knowledge in their pocket…But these digital natives also value face-to-face contact more than any other cohort.”
Dr. Eliza FilbyAuthor and generational expert
2020 Vision articles
Collaborative philanthropy: How the next generation is teaming up to create lasting change
A new generation of passionate changemakers are hoping to take on collaborative philanthropy. Here are some tips to making a greater impact.
Five things to think about when giving away wealth
Anyone who has the desire to give away their time, or their money, should ask themselves some important questions.
How to measure impact investing and the growth of green bonds
Is there a way to ensure that your investments have a positive impact on the world? How do you measure impact?
Transferring wealth: Customising a plan for modern families and the next generation
With changing social attitudes, wealth transfer plans should be personalised to meet the new needs of the next generation.