WEBINAR – ESG: The next source of growth for wealth management?

With substantial pressure on asset values and the prospect of further extreme market volatility, wealth managers will be searching for any areas that can assist them with driving growth going forward. One such area could be ESG (Environmental, Social & Governance) investments – a hot topic within the sector and one in which an increasing number of firms are expanding their offering.

During Compeer’s upcoming webinar, we will evaluate the commercial opportunities for wealth management firms that embrace ESG as part of their service offering, as well as investigating what demand there is from investors for ESG portfolios and what investors understand by ESG.

We hope you can join us on 15th September, when Compeer will present the views on ESG of end investors and will be joined by decision-makers from within the industry as well as other guest speakers with expertise in this area.

Please use the form below to register your interest in attending this webinar. A member of the Compeer team will then be in touch shortly.

There is no charge for this webinar for representatives of wealth management firms and private banks. A charge of £100 + VAT applies for service providers.

CPD certificates will be issued shortly after the webinar.

Event Information

16:00 – 16:05           James Brown, Compeer – “Welcome & Investors’ view of ESG”

16:05 – 16.15           Crealogix

16:15 – 16.30           Daryl Roxburgh, BitaRisk

16:30 – 16.45           Robert Rubinstein, TBLI Group – “ESG – Breakdown or Breakthrough?”

16:45 – 17:05           Panel Discussion

Ben Palmer (Brooks Macdonald), Ian Aylward (Barclays Wealth), Daryl Roxburgh (BitaRisk)

Please complete the form below to register your interest in this webinar. If you are experiencing any problems viewing the form please email events@compeer.co.uk and a member of our team will get back to you.

We may share your data with third parties in order to provide certain services, for example webinars. We contract with such third parties regarding personal data in compliance with GDPR. Included in this contract is the obligation to not share personal data with anyone else. We will use the data you provide on this form to contact you with information about the webinar, registration details and any post-event communications. We will also use your information to send you invitations to our future events and details about our services: because Compeer focuses exclusively on the UK wealth management industry, we consider that such use of your data falls within our legitimate interest. You are free to unsubscribe from any such contact at any time by using the links in our communications, responding directly to an email we have sent you or by sending an email to events@compeer.co.uk.

For full details of how we process the data you submit here, please see our Privacy Notice.

James Brown, Head of Client Services – Compeer

James joined Compeer in October 2006 as an analyst following his graduation from The University of Warwick, where he studied Mathematics, Operational Research, Statistics and Economics.  Today he manages Compeer’s team of analysts. He has widely presented key trends in the UK Wealth Management Industry, with in-depth experience of providing statistical analysis of firms’ business performance. He regularly provides recommendations during presentations to Executive boards, and is actively involved in bespoke research projects.

Ben Palmer, Investment Director, Head of Responsible Investment – Brooks Macdonald

Ben joined Brooks Macdonald in 2011 and is Head of Responsible Investment, overseeing both the Responsible Investment Service and the company’s wider integration of Environmental, Social and Governance (ESG) analysis.

Ben holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the CISI Investment Advice Diploma (IAD). He is also a Chartered Fellow of the CISI.

Robert Rubinstein, Chairman & Founding Partner – TBLI Group

Mr. Rubinstein is the Chairman and Founding Partner of TBLI Group Holdings B.V. with headquarters in The Netherlands. The Company was founded in 1998 with the mission of integrating ESG and TBLI into the culture and strategy of international corporate business and investment companies. Mr. Rubinstein has been instrumental in championing Sustainable and IMPACT investment dedicated to solving social issues.

Prior to TBLI, Mr. Rubinstein had an extensive career in publishing. He founded the first bicycle magazine in The Netherlands, FIETS in 1981, and Source magazine in 1995, a publication focused on integrating “profits and principles” as a message to the business community. FIETS and Source were based in Amsterdam, The Netherlands. FIETS was sold to VNU Magazines and it is still in circulation today.

Mr. Rubinstein taught courses in Sustainable Finance at the Rotterdam School of Management from 2003–2006 and in his career has delivered many lectures at international business schools and universities.

Mr. Rubinstein has served on various profit and nonprofit boards, and advises various organizations; i.e. International Center for Corporate Accountability, WETV editorial advisory board, IMSA (International Sustainability Consultancy), Chairman Swift Prize of the King Boudewijn Foundation, 3IG-International Interfaith Investment Group, Fortis Investments SRI fund., ICCA Advisory Board, and the Developments Alternatives Advisory Council. He was also a board member of the ASN Foundation, for nearly 10 years. At present, he is on Advisory Board of Project X Global.

Rubinstein is a tenacious public speaker on both TBLI and ESG at global conferences and has been asked to speak at numerous engagements including the Global Reporting Initiative, the inaugural Impact Investing Israel Summit and World Pension Council in Singapore. TBLI was asked to organize a session at COP21, Paris in December 2015 and more recently, Mr. Rubinstein was invited at the request of Natural Step, a leading advisor on Sustainability for the Swedish corporate sector attended by King Carl XVI Gustaf of Sweden.

Ian Aylward, Head of Manager & Fund Selection – Barclays Wealth & Investment Management

Ian joined Barclays in 2016 as Head of Manager and Fund Selection. He leads a team of twelve covering long only equity and fixed income managers in addition to liquid alternatives managers.

The team oversees mandates with over 50 third party fund managers and a universe of approved external funds comprising almost 100 UCITS. The team also manages a wide range of multi-asset class and single-asset class multi-manager portfolios. In total they are responsible for selecting over £15bn in assets with external managers.

Ian started his career as a UK equity fund manager with the CIS and then Rothschild Asset Management before moving into the manager analysis industry. He spent almost a decade with Old Mutual Wealth where he covered a range of asset classes over time, most latterly alternatives, and managed several top performing fund-of-funds. He then moved to Aviva Investors six years before joining Barclays. At Aviva Investors, Ian led the manager research team, delivering recommendations for the group globally as well as managing a number of successful multi-manager products. Other industry positions over the recent years have included being a member of the Investment Association’s Sector Classification Committee and a Trustee Director of the Aviva Staff Pension Scheme.

Ian has worked overseas on several occasions including a year in each of the Channel Islands and Australia. He has an MSc from Warwick University in Economics and Finance and a degree in Economics. He is also a member of both the CFA Institute and the CAIA.

Research Partner

Sponsors

Other upcoming events

WEBINAR: Making a Success of Outsourcing in the Current Climate

Thursday 15th October 2020
16:00 - 17:00

Despite the advantages promised by outsourcing providers to wealth management firms, very few currently go down this route. However, is this set to change as a result of significant changes to working cultures in a post-lockdown environment? For example, will those firms burdened by legacy systems and their lack of flexibility, take this opportunity to embrace outsourcing agreements going forward?