London United Kingdom
2022
The Progress Advisors’ Movement was launched in 2022 to help drive progressive reform within the private client industry. It is made up of individuals within the industry working together in an interdisciplinary, anti-competitive way towards this aim. It is based on the belief that the private wealth industry can and should play a more active role in supporting the just transition – and that practitioners within industry are best placed to identify those opportunities for change. We recognize that this work will not be popular with all workplaces or indeed all clients. As such, all those involved are able to remain anonymous. Our processes are anchored in sharing insight, ideas and challenges as a Movement, rather than relying on individual professionals to act as spokespeople in their firms, networks or to their clients. We work at a sector-level rather than within individual firms or client interactions. The Movement is currently being hosted/incubated by the Good Ancestor Movement.
