Name: Going beyond the portfolio to demonstrate real change to clients
Start: 2023-06-14T08:15:00+00:00
End: 2023-05-27T16:20:00+00:00
Location: London

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Going beyond the portfolio to demonstrate real change to clients

June 14, 2023 @ 8:15 am - May 27, 2023 @ 4:20 pm

Sustainable Investment Festival

David Macdonald from Path Financial

London 155 Bishopsgate - etc.venues Liverpool Street London EC2M 3YD

Day 1 at 13:30-14:00. Path’s David Macdonald joins a panel discussion on why advisers need to move beyond the portfolio and be able to demonstrate to clients that their investment is achieving real positive change.

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Going beyond the portfolio to demonstrate real change to clients

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