The Worthstone Academy brings together the people and firms leading sustainable investing in the wealth management and financial adviser sector.
Now in its 13th year, the Worthstone Academy welcomes top-tier delegates, expert panellists and keynote speakers.
A one-day event for financial planners, fund selectors and investment leaders interested in sustainable investing.
Why attend?
It is an opportunity to step back from the everyday, hear from global voices, and learn and collaborate with like-minded peers who face the same questions.
Each year more than 200 professionals gather for a conference that blends big-picture thinking with practical tools. Attendees say the Academy feels less like a lecture and more like a working session — a chance to test ideas, share openly and leave with answers that build confidence and relevance.
Outcomes that matter:
- Clarity: sessions that strip away jargon and replace it with real-world answers.
- Confidence: frameworks and examples you can apply the very next day.
- Continuity: strategies to keep the next generation of clients as well as the current one.
Together we’ll address the current challenges – no smoke, no mirrors. Just open debate, real data and practical takeaways, from people who live this every day.
Each session is built to provoke thought and prompt action. You’ll hear from some of the most inspirational and influential thinkers in the sector. But dialogue is also important – whether in the sessions or the corridor conversations – with experts or like-minded peers – we encourage and learn from one another.
Join this unmissable event and uncover new opportunities to help develop your knowledge, proposition and influence in this progressive area.
What people say
“The go to event for impact investors.”
Daniel Babington, Portfolio Manager, TAM Asset Management
“I would absolutely recommend to anyone with an interest in Sustainability or looking to broaden their horizons and their clients.”
Helena Bogdanovski, Director of Private Wealth, Foster Denovo
Headline speakers and expert panel will be announced soon.
Ticket launch and details are coming soon, watch this space!
Highlights from the Worthstone Academy 2025
Some of the key issues the investment community face:
- Dr Linda Yueh CBE (Fellow in Economics, St Edmund Hall, Oxford University and Adjunct Professor of Economics, London Business School) discussed how changing international policy will affect the future of sustainable investment.
- Dr James Corah (Head of Sustainability, CCLA) explained as ESG evolves it’s time to move beyond the clique, reflect on our purpose, and build a more inclusive and forward-looking future.
- Mark Hauser (Applied Behavioural Scientist, The Team) revealed simple strategies to win hearts, minds, and assets in sustainable investing.
- Phil Spyropoulos (Partner, Eversheds Sutherland) Take 2.0 – What’s in store for SFDR?