ESG Integration in Wealth Management - A Deep Dive

Presented by

Dana Hanby, Robert Howard, Emma Foden-Pattinson

About this talk

The conversation about Environmental, Social and Governance (ESG) issues is getting louder. The pressure on companies, no matter what their size, to tune in to this global conversation is coming from many directions - media, investors, regulators, and is leading to a growing understanding that proactive commitment to ESG is more effective than reactive compliance. For individuals within family-owned or privately owned businesses, who by their nature have a unique position and visibility to the public eye, this situation creates an opportunity to make meaningful contributions to critical debates. However it also poses a risk of being accused of a green-washing or a cause-washing if what they say and do lacks authenticity. • How should Wealth Managers position themselves? • What are the solutions that allow a balance of investors’ goals and their willingness and capacity to take risk? • Does ESG feature among these values? • Is SFDR helpful for Wealth Managers? These and many more questions we will discuss with Charles Stanley’s: Robert Howard – Regulatory Policy & Compliance Manager Emma Foden-Pattinson - Chartered Investment Manager Moderated by Dana Hanby – Managing director – ESG Nexus About Charles Stanley & Co: Charles Stanley is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice at every stage of your financial journey. Their focus on clients has endured for over 200 years since 1792. Working with individuals, charities, institutions and professional advisers, they have created financial security for many tens of thousands of people.

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