TL4
Virtual

Next Gen Wealth: Sustaining ESG Investments

17 Sep 2020

Location: 12.00pm - 1.30pm Virtual Event (Zoom)
Members: FREE - Book by 17 Sep

Next Gen Wealth: Sustaining ESG Investments

Highlights

ESG investing continues to be a pressing concern. And one that is amplified in recent times. What is latest key issues to watch out for and how are advisors developing their approaches? 

We will be looking at the current issues in a quickfire format from across the spectrum of private client practitioners 

Michelle Tring
Trust Director
Affinity Private Wealth

Michelle Tring
Michelle Tring Trust Director
Affinity Private Wealth
John de Salis
Executive Director and member of the Group Investment Committee
Mirabaud (Switzerland)

John de Salis
John de Salis Executive Director and member of the Group Investment Committee
Mirabaud (Switzerland)
Joanne Morse
Director, Family Office Services
Summit Trust International (Switzerland)

Joanne Morse
Joanne Morse Director, Family Office Services
Summit Trust International (Switzerland)
Joe Donohoe
Director
ARC (Jersey)

Joe Donohoe
Joe Donohoe Director
ARC (Jersey)
Alice Killingbeck
Director, Head of Private Client Legal
KPMG

Alice Killingbeck
Alice Killingbeck Director, Head of Private Client Legal
KPMG
Chris Moorcroft
Partner
Harbottle & Lewis

Chris Moorcroft advises individuals and families on wealth planning and succession matters. This includes the use of estate planning vehicles such as companies, trusts and foundations to manage the passing of wealth and family businesses to younger generations, to protect wealth from unexpected events like death and incapacity, to protect wealth from adverse third parties and to manage complex cross-border tax problems involving multiple jurisdictions.

He advises on will planning and probate involving assets spread across jurisdictions, including the application of the EU Succession Regulation. He frequently deals with wills and probates which involve more than one jurisdiction and acts as executor and administrator of estates, as well as the trustee of a charitable trust.

He represents wealthy individuals and families from around the world, with a particular focus on US-connected clients and individuals from the Middle East and Africa. In addition, he also represents professional trust companies and other fiduciaries on issues relating to the design and management of structures, risk mitigation (including fiduciary risk), data protection and tax.

A significant element of his expertise involves advising UK and international high net worth individuals who are resident, investing or spending time in UK on how to structure their assets, including advice relating to the remittance basis regime and the structuring of UK residential property.


Chris Moorcroft
Chris Moorcroft Partner
Harbottle & Lewis
Robert Dobbyn
Partner
Walkers (Jersey)

Robert Dobbyn
Robert Dobbyn Partner
Walkers (Jersey)
Marco Evans
Senior Client Portfolio Manager
Aberdeen Standard Capital

Marco Evans
Marco Evans Senior Client Portfolio Manager
Aberdeen Standard Capital

Agenda

11.55am
Audience Logon
12.00pm
Chair's Opening Remarks
Speakers:
Joanne Morse - Director, Family Office Services - Summit Trust International (Switzerland)
Michelle Tring - Trust Director - Affinity Private Wealth
12.10pm
Sustaining ESG Investments
Speakers:
Chris Moorcroft - Partner - Harbottle & Lewis
Robert Dobbyn - Partner - Walkers (Jersey)
John de Salis - Executive Director and member of the Group Investment Committee - Mirabaud (Switzerland)
Joe Donohoe - Director - ARC (Jersey)
Alice Killingbeck - Director, Head of Private Client Legal - KPMG
Marco Evans - Senior Client Portfolio Manager - Aberdeen Standard Capital
12.45pm
Panel Q&A
1.15pm
Chair's Summation & Close of Event

Partnership

Partnering on an event or indeed the community as a whole will increase your company’s profile and brand awareness.

We can provide bespoke value adding partnerships. We will work in partnership with you to develop a bespoke marketing solution to meet your objectives across varying events and thought leadership content. We will ensure that you gain value through the right medium, focused on your desired audience, with a true partnership that delivers value to your marketing needs. Want to know more?

Please contact Chris on 0207 101 4151 or email chris@thoughtleaders4.com

Contact Us

If you are interested in this event and would like some more information before making your decision to attend please contact Paul on +44 2071 014155 or email paul@thoughtleaders4.com