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.


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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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wind turbine
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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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Expert viewpoints

“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 Hunter
Entrepreneur & Hunter Foundation founder
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Expert viewpoints

“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 Howard
IKEA’s former chief sustainability officer
Eliza filby talking
Expert viewpoints

“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 Filby
Author and generational expert

2020 Vision articles

Charitable giving

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.

5 minute read
Charitable giving

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.

3 minute read
Investing

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?

3 minute read
Wealth planning

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.

4 minute read