• 08 Nov

Tuesday 8th November

10:00 AM CET - 11:15 AM CET

Affluent banking and ESG: Wealth for good – a new paradigm in wealth management

Sustainability & Regulation

Private wealth management arena is changing. Increasingly, private banking clients realize that ESG criteria cannot be ignored and that it is not about green washing but about making sense of it and its way of building a more sustainable world for the future generations. 

Together with our guest speakers, we will have a look at the following:

  • What is your ESG ambition for Affluent banking and where do you see the main challenges in achieving it?
  • Where do you see performance of ESG investments heading and what is the perception of your Affluent customers? How about the risk side?
  • How do you measure the ESG effectiveness of your investment products?
  • What are your views on the emerging inconsistencies around external ESG data on investment products / issuers?
  • What do you see as main ESG trends shaping the Affluent banking during the next 3-5 years? 

Building on its more than 50-years experience in creating opportunities for meaningful exchange of insights, Qorus is bringing a new gathering format that will facilitate best practice sharing in a safe environment. 

The Coffee on Affluent & Private Banking together with The Sustainability & Regulation Community will inspire change and growth by bringing you conrete case studies, experts' views based on the latest research, keynote speeches, open discussions to amplify learning for all, and the possibility to engage with peers and develop your network of contacts!


Event replays are only accessible to members.

Please log in or create an account if that is your case. Otherwise you can learn more about membership here .


profile picture of Guillermo Hermida Lazcano Guillermo Hermida Lazcano CaixaBank ESG Specialist (Caixabank Private Banking)
profile picture of Laura Comas Laura Comas CaixaBank Private and Premier Business Development Director
profile picture of Tim Rooney Tim Rooney MeDirect CEO
profile picture of João Forjaz Trigueiros João Forjaz Trigueiros MILLENNIUM BCP Head of Affluent Segment Strategy
profile picture of Silvia Cunill Silvia Cunill Qorus Regional director
profile picture of Eva Palmborg Eva Palmborg NORDEA GROUP Head of Sustainable Investments
profile picture of Peter Plochan Peter Plochan Qorus Senior Community Advisor
profile picture of Bartosz Pawlowski Bartosz Pawlowski mBank Chief Investment Officer


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