2020 Vision

The next decade of wealth

As the world evolves at pace, what does that mean for you?

The start of this new decade has brought some of the biggest changes and challenges the world has ever seen. 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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wind turbine
family playing on beach near wind turbines

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 in 2020, 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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mom and daughter on tablet
mom and daughter hugging

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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steve howard speaking into mic
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

Investing

The growth of impact investing: Building wealth with positive outcomes

We explain what impact investing is and what types of investments fall within it.

6 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
Business owners

Succession-planning tips for your family business

Knowing when to start succession planning is one of the biggest challenges. Lay the groundwork now to help plot a transition to the next generation.

5 minute read