Next Gen Wealth: Sustaining ESG Investments
17 Sep 2020
Location: 12.00pm - 1.30pm Virtual Event (Zoom) Members: FREE - Book by 17 Sep
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
Trust Director
Affinity Private Wealth
Affinity Private Wealth
Co-Founder
Spring Equity Partners (Switzerland)
John co-founded Spring Equity Partners after a 12-year career at Mirabaud Group, where he served as Executive Director.
Committed to ensuring that his clients’ portfolios are managed by people who think like principals, not agents. John is a seasoned investor, having been a member of the Mirabaud Group’s Investment committee for many years. He led the investment offering for the UK Market and headed the Geneva-based UK Desk. Prior to joining Mirabaud, he worked for an alternative investment firm in New York focusing on distressed and macro strategies.
A passionate philosopher, John obtained an MA in Classics from Cambridge and read Philosophy at the Sorbonne (Paris-I). He lives in Geneva with his wife and two children.
Spring Equity Partners (Switzerland)
Deputy CEO
Summit Trust International (Switzerland)
Jo qualified as a solicitor of England and Wales in 2008, working as a private client solicitor in the UK before beginning her trust career at Summit Trust International SA in Geneva in 2011. Jo has a wide range of experience in trust and company management, providing bespoke private client trusteeship to ultra-high value, complex international trust structures, within which an array of real assets are managed, including fine art, vintage cars, shipping fleets, yachts, private equity, operating businesses and commercial and residential property. Jo is a member of the Society of Trust and Estate Practitioners (STEP). In 2018 and 2020, Jo won Trustee of the Year at the Citywealth Magic Circle Awards. Jo speaks English and French.
Summit Trust International (Switzerland)
Consultant
Joe has over 30 years’ experience in the finance industry, most of it as a professional trustee. His own experience has given him unique insight into the workings of trust companies and their clients.
Director, Head of Private Client Legal
KPMG
KPMG
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.
Harbottle & Lewis
Partner
Walkers (Jersey)
Walkers (Jersey)
Senior Client Portfolio Manager
Aberdeen Standard Capital
Aberdeen Standard Capital
Agenda
Speakers:
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)
Michelle Tring - Trust Director - Affinity Private Wealth
Speakers:
Chris Moorcroft - Partner - Harbottle & Lewis
Robert Dobbyn - Partner - Walkers (Jersey)
John de Salis - Co-Founder - Spring Equity Partners (Switzerland)
Joe Donohoe - Consultant -
Alice Killingbeck - Director, Head of Private Client Legal - KPMG
Marco Evans - Senior Client Portfolio Manager - Aberdeen Standard Capital
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