Event details

Join us for this discussion on the latest trends in ESG Investing, kindly sponsored by Waverton Investment Management.

2020 has been a turbulent year for people across the world as well as for investment markets. In this session we are going to explore what effect the global pandemic has had on people's views on ESG investing. We will also be discussing which ESG themes currently matter most to investors and how we can demonstrate to our clients that we are taking ESG factors seriously.

We are delighted to be joined by:

James Painter - Director, Concentric, Jersey. James is a co-founder of Concentric and a Director of the business, heading up our strategic partnership with the Managed Portfolio Indices where he is a Director. James was previously a co-founder and CEO of Enhance Group in 2005, following senior roles in trust, investment management and private banking. James remains a shareholder within Enhance Group, and sits on their Board as a Non-Executive Director.

At Enhance James was an early adopter of FinTech to optimise efficient and cost-effective investment reporting services to the fiduciary sector. Through the use of proprietary software, Enhance created a portfolio monitoring process which enabled Trustees to discharge their regulatory responsibilities with regard to portfolio monitoring and drive much higher standards from their investment service providers. Enhance Group has now become a global business, offering investment reporting, investment consultancy and treasury services to corporate trustees, fund managers, charities and private clients across the world, and we are pleased to have them as a strategic partner. James is a Chartered Fellow of the Chartered Institute for Securities and Investment, and has extensive experience within the financial services industry.

Grant Wilson - Chief Investment Officer, Asset Risk Consultants, Guernsey. Grant joined ARC in 2015 as Chief Investment Officer. He has worked in International Finance for more than thirty years, initially as an investment manager and executive director of a number of fund management companies, including Martin Currie Investment Management Limited and Gartmore Investment Trust Management Limited. For the last ten years Grant has worked as an Investment Consultant based in Guernsey. Grant has served as a Trustee or Director on a number boards of charities, private and public companies.

Grant is an Associate of The CFA Society of the UK (ASIP), a Member of the Chartered Institute of Securities and Investment (MCSI) and an Associate of the Chartered Governance Institute (ACG). He has a degree in Business Administration from Strathclyde University.

Cuthbert Hopkinson - Portfolio Manager, Waverton Investment Management, London. Cuthbert joined Waverton in August 2017 as a Portfolio Manager and takes care of a wide range of private client, pension and trust portfolios. In addition, he has a special interest in looking after clients with bespoke responsible investment (ESG and ethical) requirements through investing in direct stocks and appropriate funds. Cuthbert started his investment management career at JM Finn & Co where he managed private client portfolios as well as being an integral part of their fund research process. Cuthbert graduated from Edinburgh University in 2010 with a degree in History. He holds the CISI Masters in Wealth Management and is a CFA Charterholder.

If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the webinar will be closed via website).