INCLUSIVE GROWTH 5 Commitment and Leadership Supporting Inclusive Wealth As diverse populations continue to grow across the world, the face of wealth also continues to change. We see a significant opportunity to help our clients achieve their personal financial goals. Private Wealth Management In the Lead was launched in 2021 to help ultra-high net Inclusive Wealth Initiative worth women take the lead in their wealth, philanthropy, legacy, and beyond through a streamlined collection of We have made a conscious effort to ensure we have insights, resources, advice, and an exclusive community of accessible and relevant resources for women, the women who build upon each other’s experiences. We will be LGBTQ+ community, and ethnically diverse clients, and expanding our efforts to include resources specific to the we are proud to be considered a best-in-class wealth Black community in 2022. manager for these populations. Sustainability Report 2021 Inclusive Growth | Defining and Executing on Our Strategy 73