ESG 2023: Enhancing your ESG profile

Recent Compeer surveys with end investors have shown that brand and reputation is now the most important criterion investors use when selecting a wealth management firm, surpassing investment performance and fees. These fees also show a continued increase in the demand for ESG investments.

It is therefore vital to have a strong brand to win business in the ESG space.

For our upcoming ESG conference, Compeer will be investigating the ESG offerings in the UK wealth industry to see what firms are doing to differentiate themselves from the crowd and to boost their brand awareness. We will combine this with results from our end investor research to show the benefits that can be obtained by having a leading ESG offering. Join us on 20th September to hear these results, plus see presentations from experts in this area and a panel of ESG professionals from the UK wealth firms



Event Information

15:00 – 15:30           Networking

15:30 – 15:35           Bruce Weatherill – Welcome & Introduction

15:35 – 15:50           George Littlejohn, CISI

15:50 – 16:05          Deepa Venkateswaran, Bernstein

16:05 – 16:20          James Brown, Compeer

16:20 – 17:00           Wealth Management Panel Discussion

(Patrick Thomas – Canaccord Genuity Wealth Management, AJ Singh – Quintet Private Bank, Louisiana Salge – EQ Investors)

17:00 – 18:00           Networking

Bruce Weatherill, Master of Ceremonies

Bruce is a Chartered Accountant with over 35 years’ financial services industry experience around the world. He was a partner in PwC for 20 years and is now a non-executive director of Compeer as well as other companies.

James Brown – Director 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.

George Littlejohn – Senior Adviser, CISI

George Littlejohn qualified as a chartered accountant with PwC in London before becoming a journalist with The Economist, specialising in financial and economic matters. He is now Senior Adviser at the Chartered Institute for Securities & Investment, having conducted advisory work in financial centres across Europe, the Middle East and Asia over the past two decades. He is a graduate of the University of Edinburgh, in development economics.

His main focus over the past decade has been on sustainability and resilience, particularly in relation to the climate challenge and the other UN Sustainable Development Goals, notably biodiversity. He is editor of the CISI’s Review of Financial Markets magazine, and The International Banker, the journal of the Worshipful Company of International Bankers.

He is currently leading on the 695th Lord Mayor’s Ethical AI Initiative, developing an educational programme for AI professionals and with a specific focus on using AI to improve our understanding and harnessing of sustainable finance.

He is a trustee and head of the development board of Black Mountains College near Hay-on-Wye, a new institution which is dedicated to sustainability.

Deepa Venkateswaran – Senior Analyst, Bernstein

Deepa Venkateswaran is the Senior Analyst at Bernstein covering European Utilities and Clean Energy. Prior to joining Bernstein in 2013, Deepa was a Junior Partner in the London office of McKinsey & Company serving clients in the European power and utilities sector, and a member of the leadership team in McKinsey’s Utilities & Regulatory practices. She has deep knowledge of the entire power and gas value chain built up during the course of serving leading players for over seven years on topics of strategy & growth, corporate finance, and regulation. In the last few years, she focused significantly on regulation of power markets across Europe, supporting players and think tanks on the optimal regulatory posture and reform required in the face of the evolving dynamics in the European power sector. Deepa has an MBA with Distinction and a concentration in Finance from London Business School. She also qualified as a Chartered Accountant with Arthur Andersen. Since 2017, Deepa has been named to Institutional Investor’s All-Europe Research Team; she’s currently ranked Runner-Up in her sector.

Patrick Thomas – Investment Director, Head of ESG Portfolio Management, Canaccord Genuity Wealth Management

Patrick set up and is responsible for our range of environmental, social and governance (ESG) portfolios. Patrick chairs the ESG Committee. He also sits on the firm’s Portfolio Construction Committee, Fund Selection Committee and Alternatives Committee. He specialises in managing investment portfolios for intermediaries, trusts, charities and pension funds, specialising in discretionary mandates.

Patrick is a chartered Wealth Manager and a Chartered Fellow of the CISI.

AJ Singh – Head of ESG & Sustainable Investing, Quintet Private Bank

AJ Singh serves as the head of ESG & Sustainable Investing at Quintet Private Bank. Quintet is privately held and operates out of over 50 cities across Europe.

AJ has several years’ experience in multi asset investing, focusing on sustainability, having worked for top tier financial institutions in the City of London.

AJ graduated from University College London (UCL), where he read a BSc in Mathematics, and has a CFA certificate in ESG investing.

Louisiana Salge – Head of Sustainability, EQ Investors

Louisiana joined EQ in October 2018 after completing a masters in sustainable business at Imperial College London.

She is now responsible for innovating EQ’s approach to sustainable investing. Louisiana oversees EQ’s ESG and impact integration strategy across all assets, EQ’s stewardship efforts and sustainability data reporting.

Previously, Louisiana graduated from UCL with a BSc in Geography and spent a year working for a Cleantech innovation research company before starting her masters. She now also holds the CFA IMC and CFA ESG Investing qualification.

Outside of her career, Louisiana loves travelling and discovering new places, cooking with friends and spending time outdoors.

Research Partner


Other upcoming events

Wealth Management Yearly Review 2024

Wednesday 26th June 2024
14.30 - 18.00

Sharing results from our in-depth annual benchmarking survey, Compeer will outline the key business performance trends for the UK wealth management industry.

ESG 2024: Is client demand being served effectively?

Wednesday 25th September 2024
15.00 - 18.00

Demand for ESG services continues to rise among high net worth investors. Wealth management firms are adapting their services, but is this enough? Compeer will review the comparisons between what is being offered and what clients wish to receive in the ESG space.

How To Achieve Profitable Growth

Tuesday 1st October 2024
15.00 - 18.30

Compeer, who have benchmarked the UK wealth management industry for over 30 years, have highlighted that just under 40% of wealth management firms currently make a loss or return less than 10% net margin. The average net margin for the wealth management industry, as a whole for 2022, is 23%, which appears healthy.

This event will examine why so many firms are poorly performing and the practical measures they can take to improve their performance.