Wealth Management Industry

Co-chairs:
Greg Chipman greg.chipman@cjcglobaladvisors.com.
Matt Christensen christe80@yahoo.com

Objective: to develop policy proposals on
- structural, operational and regulatory flaws in the global wealth management market
- facilitating greater market transparency
- generating “bottom up” accountability pressure across the wealth management chain – including for institutional investors
- solutions to barriers that impede the flow of investment to sustainable enterprise

The Working Party has published a major report on “Wealth Management in a Post-GFC World – Promoting best practice, innovation & sustainable outcomes for industry, consumers & society”.