Investing for a better future

Our speakers will be Portfolio Director, Jennifer Perry and Sustainable Investment Specialist, Emilie Shaw. They will discuss the measurable positive changes their portfolios are delivering and the rise of ESG within the investment world. They will also touch on how Cazenove Capital won gold at the 2020 ESG Investment Olympics. Jennifer joined Cazenove Capital in July 2019 as a Portfolio Director working directly with private clients in addition to providing investment solutions to Multi Family Offices. She originally trained as an Investment Manager at Brewin Dolphin and subsequently moved to UBS Edinburgh as a Client Advisor managing high net worth and ultra-high net worth private client assets. Jenny is a Member of the Chartered Institute for Securities & Investment and holds the Investment Advice Diploma (IAD) and Masters in Wealth Management. Emilie joined Schroders in 2011 and is a Portfolio Director within the Charities team and a Sustainability Lead. Emilie is responsible for managing both segregated and pooled portfolios under discretionary and advisory mandates. Alongside managing client portfolios, Emilie specialises in sustainable investment and co-chairs the Sustainability Investment Committee and manages Cazenoves core sustainability models. Emilie holds the CISI Chartered Wealth Manager Diploma and the CISI IAD Securities and IMC qualifications.