ESG and Private Clients - Opportunities and Challenges

Join us for a discussion on the latest trends in ESG & Sustainable investing for professionals advising HNW clients. Full biographies for our speakers will appear here shortly.

We are delighted to be joined by the panelists below:

Chris Moorcroft - Partner, Harbottle & Lewis, London. Chris advises individuals and families on wealth structuring and succession matters. This includes the use of vehicles such as companies, trusts and foundations to hold assets and pass wealth and family businesses to younger generations, to protect wealth from third parties and to manage cross-border tax problems involving multiple jurisdictions.

He has a particular interest in the 'next gen' of wealth owners and speaks extensively on the topic of transitioning wealth to millennials and Gen Z. He has expertise in ESG and social impact investing, and advises trustees on associated issues of fiduciary risk.

Melanie Griffiths - Head of Client Solutions, Private Wealth, Equiom, London. Melanie started her career at Deloitte on a graduate program before joining J.P. Morgan & Chase where she built a career in Private Wealth over 15 years, advising Private Clients on both sides of their balance sheet and engaging with clients & their advisors on wider wealth considerations such as estate planning and philanthropy. As Head of Client Solutions for Private Wealth at Equiom she acts as a strategic liaison between families and their professional advisors, working at the intersection of Private Client Lawyers, Investment Managers and other professional advisors.

Melanie holds the Financial Planning Certificate (FPC- I II, III) , the Investment Management Certificate (IMC) and the Private Client Investment Advice & Management qualification (PCIAM). She holds a first class BSc Honours degree from Manchester School of Management and an MSc in Technology Management from Manchester Business School. Melanie is a native French speaker. In her free time she is a Trustee and Director of the Consumer Association, better known as "Which?". She is an avid amateur photographer and mother of three children.

Kristina Church - Head of Sustainable Solutions, Lombard Odier Investment Managers, London. Kristina is Head of Sustainable Solutions at Lombard Odier Investment Managers (LOIM) and Client Portfolio Manager for Sustainability. She joined LOIM in 2019 as a senior investment strategist in the sustainable investment research team.

She focuses on the integration of sustainability cross-asset and client engagement on sustainability. Her research covers topics including the Climate Transition, Circular Economy, Natural Capital and Biodiversity, Digitalisation, Smart Cities and Sustainable Mobility. She is LOIM's representative on the Observers Group of the TNFD and also a representative on the Global Responsible Investor Committee for AIMA (Alternative Investment Management Association).

Kristina joined Lombard Odier in November 2019 from Barclays where she was Head of the European automotive equity research from 2009 to 2018 and Global Head of future mobility & industrials thematic research from 2018, focusing on electrification of transport, micromobility, Smart Cities, autonomous driving, mobility-as-a-service, industry 4.0 and the electric vehicle supply chain.

Michael Strachan - Managing Director and Founder, IAM Advisory, Guernsey. Michael is the founder of IAM Advisory and has over 45 years investment experience. He developed the approach used by IAM Advisory whilst one of the original senior investment managers in the Abu Dhabi Investment Authority (ADIA) and subsequently as advisor to the State General Reserve Fund for the Government of Oman's two major Sovereign Wealth Funds. ADIA was unique at the time in its development of a structure that combined both externally-managed specialists and internal investment managers - a situation that required a rigorous framework for developing investment strategy of the total portfolio and subsequent monitoring. This background underlies IAM Advisory's own development of flexible unconstrained guidelines which allow fund managers to manage money actively whilst controlling risk centrally.

Before working for ADIA and Government of Oman Michael worked as an investment manager with Guardian Royal Exchange in London.

Roderick Balfour - Global Fiduciary Consultant, President, Equiom Trust (South Dakota) LLC, London. Roderick has been steeped in the trust business for 30 years having started with a global mandate at a leading investment bank. This educated him at an evolutionary stage in the world of wealth planning about all the different cultural and fiscal considerations in setting up succession and asset protection structures. In particular he foresaw the widening dichotomy between the approach of the USA versus the OECD and this led him to co-found Equiom's South Dakota trust business many years ahead of others.

Roderick came into the trust business from a varied investment background including private client and bond and derivative trading. This experience has been invaluable in working with beneficiaries on their investment strategy and screening the providers.

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).