Making A Positive Impact

Registration is still open for this event and you can register here.

Over the past decade, there’s been a revolution in finance. Investments into environmental, social and governance principles which have expanded to reach tens of billions of dollars.

More investors are getting involved in this future-focussed agenda to make a positive impact. The finance industry is realising that it cannot ignore this trend towards sustainable finance and ‘green’ investments.

Alongside this, a new generation of ‘woke’, tech-savvy, issues-focussed wealth owners and philanthropists is set to inherit trillions of dollars from their predecessors.

At the ‘Making A Positive Impact’ private wealth conference, expert speakers will discuss sustainable finance trends, impact investing, philanthropy and how international finance centres such as Jersey support these agendas – through our expertise, connectivity and relationships around the globe.

The half-day attracts a broad range of practitioners including lawyers, wealth managers and other private wealth professionals, and provides excellent networking opportunities.

By registering for this conference, you are agreeing to your information being shared with our sponsors. Full details of our privacy policy can be viewed here. Should you not wish for your information to be shared, please email our events team.

For more information, please contact a member of the events team.

Speakers

With a career in financial services spanning four decades, Joe has a strong commitment to the future success of the industry in Jersey.

Joe commenced his professional life in the banking sector, rising to the position of CEO of Jersey and the Isle of Man for a major bank, which included responsibilities for trusts and investments. In recent years, he expanded his focus as Director of Financial Services within the Government of Jersey, where he worked closely with industry and regulator to ensure the island’s position as a leading international finance centre. Before joining Jersey Finance in February 2019, Joe was working to establish high-reputation regulatory frameworks and business models for IFCs in the Middle East and Africa.

 The Rt Hon the Lord Hague of Richmond

The Rt Hon the Lord Hague of Richmond

William Hague was born and brought up in Yorkshire. After attending a local comprehensive (and causing a media sensation as a schoolboy speaker at the Conservative Party Conference), he studied at Oxford and INSEAD, and worked in management consultancy. He then served as Member of Parliament for Richmond for 26 years. William has been a prominent political leader for more than 20 years, serving as Leader of the Conservative Party and as Foreign Secretary. After announcing his intention to step down, he concluded his political career as First Secretary of State and Leader of the House of Commons. In four years as Foreign Secretary, William dealt with a turbulent period encompassing wars in Libya and Syria, withdrawal from Afghanistan, the Ukraine crisis, the struggle against terrorism and relations with Europe. He expanded Britain's diplomatic network and placed a renewed emphasis on export success.

Ruby Wax, OBE

Ruby Wax, OBE

Ruby Wax has been an unconventional interviewer, a comedian, writer, actor and campaigner. She has provided the cartoon voice of The Pope, written for Absolutely Fabulous, and interviewed Donald Trump. More recently she’s become a best-selling memoirist and mental health expert. Having studied psychology in her native US, she took the unusual move to then study acting in the UK. She joined the Royal Shakespeare Company and formed a writing and directing partnership with Alan Rickman before moving to TV and film. She found her niche in comedy, working with the likes of Tracey Ullman and French & Saunders. She then took on a series of interview shows where she had revealing, entertaining, and sometimes awkward confrontations with the likes of Madonna, Imelda Marcos and Richard Branson. Ruby struggled with depression for many years and having suffered in silence, she worked hard to encourage media, business and society to understand mental illness and remove the stigma.

Alison Cambray

Alison Cambray Sustainability and Climate Change, PwC

Ali Cambray is the PwC Channel Islands sustainability and climate change specialist, based in Jersey. An environmental scientist by training, she has 20 years' experience working with businesses and governments around the world on sustainable development strategy, policy, planning and financing. She is passionate about mobilising finance for the urgently needed global transformation to a low carbon economy and, within the field of ESG investing, is particularly interested in climate risk and opportunity.

Andrew Mitchell

Andrew Mitchell Founder, Equilibrium Futures

Andrew W. Mitchell is an international thought leader on natural capital finance and tropical forests. Founder of Equilibrium Futures, he provides strategic advice on natural capital to the finance sector; he is also Senior Adviser to Oxford think tank, Global Canopy, which he founded in 2001. As Founder and Senior Adviser to the Natural Capital Finance Alliance, he helps to design natural capital tools for banks, investors and insurers and is Senior Adviser to Mirova Natural Capital, a global impact investment fund.

Darshita Gillies

Darshita Gillies Founder and Chief Executive Officer, Maanch

Listed among the 100 Most Influential in UK - India Relationships, Darshita is Founder and CEO of Maanch - a multi-award winning global impact platform connecting high impact organisations around the world with philanthropic and impact capital providers and linking global progress on SDGs. Her aim is to leverage the power of emerging technologies to address the complex business and societal challenges we face in a more sustainable, conscious and strategic way. Her experience builds on and blends three facets: 'Finance', 'Technology' and 'Planetary Sustainability’. With a professional background as Chartered Accountant, Investment Banker, Executive Coach, Impact Investing and FinTech/ Blockchain Specialist, Darshita also serves on Boards of 'For Profit' and 'Non-Profit' organisations.

Fergus Drake

Fergus Drake Chief Executive, Crown Agents

Fergus Drake is Chief Executive of Crown Agents, a not-for-profit international development company, established in 1833. Crown Agents' work reaches over 120 million people in 50 countries, with expertise in public sector transformation, humanitarian & stabilisation, procurement reform, last mile supply chain, health system strengthening and training & professional development. Prior to Crown Agents, Fergus was Executive Director of Global Programmes at Save the Children UK from 2009 to 2017. Prior to Save the Children, he worked at the centre of government, including roles with HM Treasury in the UK, Deloitte in their public sector practice, and was embedded in the Government of Rwanda with Tony Blair’s Africa Governance Initiative.

John David

John David Head of Rathbone Greenbank Investments, Rathbones

John David is Head of Rathbone Greenbank Investments, the specialist ethical, sustainable, impact investment unit of Rathbone Investment Management. John has specialised in this field for nearly 20 years and leads a team of 30 managing £1.6 billion for private clients, charities and trusts with wide-ranging environmental, social and governance interests and impact objectives. A graduate of Exeter University, John is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI).

Kurt A. Morriesen

Kurt A. Morriesen Head of Sustainable Investments in Europe, United Nations SDG Innovative Finance

Kurt is the Head of Sustainable Investments in Europe for the United Nations SDG - Innovative Finance. He is an experienced impact investor with 15 years of experience in integrating SDGs and ESG factors in portfolios and investment strategies. Kurt leads engagements with family offices and investors that want to align their investments with the SDGs in emerging economies. He has worked for the World Bank, the Inter-American Development Bank, and the IFC, as well as for impact investing organisations. Kurt is the author of the Impact Investing Market Map (PRI), an investment framework to assist investors in identifying SDG opportunities in the listed equity market.

Richard Joynt

Richard Joynt Executive Director - Private Client, Ocorian

Richard is a key member of Ocorian's family office practice and specialises in the provision of services for ultra-high net worth families. He qualified as a Chartered Accountant working in Jersey, Australia and New Zealand prior to founding and managing a high profile, full-service single family office for over a decade. During that time, Richard also completed his MBA through the Warwick Business School. Richard merged that single-family office with Ocorian (previously Bedell Trust) in 2013. Since that time the Ocorian family office practice has grown substantially and now includes a number of ultra-high net worth families of various nationalities with assets held globally. He has over 20 years' experience in setting up and managing high value and complex intergenerational wealth structures, including Private Trust Companies, trusts, foundations and companies as well as being closely involved in his clients' worldwide philanthropic affairs.

Rod Christie-Miller

Rod Christie-Miller Chief Executive and Partner, Schillings

Rod specialises in safeguarding the privacy and reputations of corporations, brands and public figures, particularly in the world of international business and politics. Much of his focus is international in nature, and whilst many of the matters he works on have a media element, he often advises on threats to reputation and privacy that emanate from non-media sources such as malicious insiders, disgruntled business partners, or simply those with an axe to grind. In every instance, the ability to offer practical legal advice at speed is vital. Rod is ranked as a leader in his field in Chambers & Partners, the Spear's 500, the Spear's Reputation Management index and the Private Client Global Elite index.

Sarah Gordon

Sarah Gordon Chief Executive, Impact Investing Institute

Sarah Gordon took over as Chief Executive of the Impact Investing Institute in September 2019. Previously, she spent 18 years at the Financial Times, where she ran the paper's corporate coverage during the financial crisis, and was most recently business editor. Before journalism, she worked in fund management in the UK and the US, and at the UN Conference for Trade and Development in Geneva. She was a panel member of the recent independent inquiry into the future of civil society, led by Julia Unwin CBE, and was formerly a trustee of CSV, one of the UK’s largest volunteering charities. She is a non-executive director of Social Finance and a visiting professor at Kings College London.

Tessa Clarke

Tessa Clarke Co-founder, OLIO

After a 15 year corporate career, Tessa Co-founded OLIO, the world's only neighbour-to-neighbour food sharing app, which is solving the problem of household food waste at scale. OLIO has grown to over 2 million users in just four years and its impact has been widely recognised, most notably by the United Nations who highlighted OLIO as a "beacon" for the world, and by Vivatech who awarded OLIO 'Next European Unicorn'. Tessa is passionate about the sharing economy as a solution for a sustainable world, and about ‘profit with purpose’ as the next business paradigm.

Dr. Emiko Caerlewy-Smith

Dr. Emiko Caerlewy-Smith Founder and Chief Executive Officer, KIT Consulting

Dr. Emiko Caerlewy-Smith is Founder and CEO of KIT Consulting, a Jersey-based financial services strategy, research and management consultancy with a global client base. KIT Consulting incorporates KIT Sustainability which helps clients to build sustainable businesses, products and services; practice corporate social responsibility; and, leverage the competitive advantage of ESG integration. Emiko is lead capital markets advisor to HRH The Prince of Wales’ Accounting for Sustainability Project (A4S), working across global capital markets to integrate ESG. Prior to founding KIT, Emiko held senior roles with the UK Pensions Regulator, PwC and Lloyds Banking Group, and was Chief Operating Officer for Barclays in the Channel Islands. She has a BA (Hons) degree in Environmental Management and Oxford DPhil (PhD) in Behavioural Finance.

Gwyn Garfield-Bennett

Gwyn Garfield-Bennett Freelance Writer

Gwyn is a highly experienced writer, interviewer and broadcaster who has worked in international and UK national TV for the BBC and ITN. She has also presented local radio in Jersey and written for major UK and Channel Island newspapers and magazines. Gwyn’s career includes financial journalism and business, as well as digital and technology roles. She is a published author, currently writing novels while juggling a PR/digital marketing consultancy.

Sponsors

Carey Olsen is a leading offshore law firm. We advise on Bermuda, British Virgin Islands, Cayman Islands, Guernsey and Jersey law across a global network of nine international offices.

We are a full service law firm working across banking and finance, corporate and M&A, investment funds and private equity, trusts and private wealth, dispute resolution, insolvency and property law.

Carey Olsen has one of the largest trusts and private wealth teams in the offshore world. Our global reach, scale and experience mean that we are perfectly positioned to assist and advise on the most demanding and complex cases concerning wealth planning and asset protection as well as the more straightforward day-to-day instructions.

Affinity is an independent wealth management company. We provide advice, structuring and investment solutions; helping individuals and families preserve and enhance their assets for themselves and across generations.

Privately owned, our interests are wholly aligned with clients. Our ethics and values are at the core of everything we do. We were the first UN Global Compact participant in Jersey, consistent with Affinity’s commitment to sustainability.

Our primary focus is to understand our client’s requirements and aspirations, relating these to their finances. Our goal is to provide relevant advice, founded on a relationship of trust, with clear and timely communication.

Our award-winning, independent Multi Family Office is strategically positioned to service the needs of high-net worth individuals and families, cross border, to deliver value and commercial advantage.

As a leader in management, protection, and administration of family wealth, we take pride in the inherent dynamism of this sector. Aqua people believe that being able to offer clients and their advisors clear, commercial expertise connected to relevant experience and management of risk adds value.

Aqua understands that our families require a wide range of services, beyond what may be offered by more traditional financial service providers.

Equiom is a global professional services provider supporting clients with a range of bespoke end-to-end wealth protection and support services to enable them to achieve their ambitions.

Established 40 years ago, it has evolved from a traditional ‘asset protection business’ to an international enablement business with an extensive suite of professional and business support services and a strong presence across Europe, Asia, the Middle East and the Americas.

Equiom Jersey offers a wealth of experience relating to the setting up and administration of trusts and companies, along with specialist skillsets including aviation and real estate.

LGL Group is an experienced provider of alternative asset and corporate administration, financial reporting, funds and family office solutions. Our highly-experienced team works closely with clients, drawing on extensive skills and knowledge as we adapt to their evolving needs.

LGL’s strength lies in our people. Experienced, independent, and highly skilled, we are trusted leaders in administration, and valued partners in business.

We pride ourselves on consistently excellent service and long-lasting client relationships. We are qualified legal, trust and secretarial professionals, bringing valuable expertise to our clients’ businesses. Uniquely independent and free from conflict, LGL have the flexibility to evolve according to our clients’ changing needs.

Melville Douglas is the boutique investment management arm of Standard Bank Group and manages investments on behalf of endowments, charitable trusts, retirement funds, institutional and private client mandates. Since 1983, Melville Douglas has delivered superior investment returns, across a wide range of asset classes.

We offer a range of managed funds that allow investors to access domestic and offshore markets in line with their needs and risk profiles, while our portfolio management service provides high net worth and institutional investors with the opportunity to establish bespoke portfolios.

Through our close collaboration with Standard Bank we also offer a global investment management service to investors from and into the African continent.

Expert tailored service: how and where it’s needed.

Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets.

We’re where our clients need us  …

Our global network is designed to put us exactly where our clients need us to maximise the potential of their business and investments.

… and we work the way they want to work.

Our approach is personal, professional and flexible. We take the time to understand our clients’ ambitions and work with them to deliver customised, scalable solutions.

  • Offices worldwide
  • Expert teams
  • Flexible platforms and processes
  • Robust risk management

Established in 1982, VG is one of Jersey’s largest, independent and privately owned providers of fiduciary and administration solutions.

We have supported families globally for over 35 years, some into their third generation, by offering continuity, consistency and excellence.

Our Private Wealth teams focus on what really matters to our clients: whether it is protecting wealth, structuring investments to grow capital, or creating efficient structures to help transfer wealth to the next generation.

We specialise in the establishment and administration of trusts, companies, foundations, PTCs and are recognised for our award-winning expertise in Islamic finance.

With a laser focus on minimising risk and enhancing efficiencies, Vistra provides expert advisory and administrative support to Fund, Corporate, Capital Market and Private Wealth clients; helping capital flow, protecting investors and safeguarding assets across multiple industries. Vistra is present in 46 jurisdictions and employs over 4,600 professionals. For more information, please visit www.vistra.com

Media Partners

The Financial Times is one of the world’s leading news organisations, recognised internationally for its authority, integrity and accuracy. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.

eprivateclient is the leading website and news service for private client practitioners, including lawyers, accountants, trustees and fee-based IFAs.

eprivateclient is also the only place to see the annual rankings of eprivateclient’s Top Law Firms, Top Family Law Firms, Top Accountancy Firms, Top Trust Companies, Top 35 Under 35 and 50 Most Influential.

In addition, subscribers also receive eprivateclient’s annual jurisdictional reports, covering the world’s leading offshore financial centres.

IFC Media is the leading publishing house for the global wealth management industry. The company provides a comprehensive archive of expert commentary, analysis and technical articles.

IFC Media publications include the flagship IFC Review which is produced once a year, the biannual IFC Economic Report and regional reviews such as the annual IFC Caribbean.

We also publish a range of supplements including, Invest Africa, and Asia Pacific Review, as well as a range of bespoke jurisdiction guides such as IFC Guernsey.

Philanthropy Impact’s vision is to move towards a world where individuals and families engage in philanthropy and social investment, supported by their professional advisers.

Our mission is to develop the skills and knowledge of professional advisers about philanthropy and social impact investment to prepare them to meet the emerging needs of their clients who want their advisers to support them on their philanthropic and social impact investment journey.

We are a knowledge hub and centre of excellence providing training, resources, bespoke events and platforms to support the development of the advisers, whilst also providing voluntary standards and sector and government liaison.

Agenda
Agenda
Programme:

Programme:

12.00 pm

Registration and networking

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CEO welcome:

  • Joe Moynihan, CEO, Jersey Finance
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12.30 pm
12.50 pm

Discussion session: Green Investments and the Future of Sustainable Finance

  • Moderator: Dr Emiko Caerlewy-Smith, Founder and Chief Executive Officer, KIT Consulting
  • Andrew Mitchell, Founder, Equilibrium Futures
  • John David, Head of Rathbone Green Bank Investments, Rathbones
  • Alison Cambray, Sustainability and Climate Change Specialist, PwC
  • Kurt Morriesen, Head of Sustainable Investments in Europe, United Nations SDG Innovative Finance
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Networking break

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1.35 pm
2.05 pm

Keynote speaker:

  • The Rt Hon the Lord Hague of Richmond
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Discussion session: The Evolution and Future of Philanthropy

  • Moderator: Gwyn Garfield-Bennett, Freelance Writer
  • Richard Joynt, Executive Director – Private Client, Ocorian
  • Sarah Gordon, Chief Executive, Impact Investing Institute
  • Darshita Gillies, Founder and Chief Executive Officer, Maanch
  • Fergus Drake, Chief Executive, Crown Agents
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2.40 pm
3.20 pm

Networking break

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Fireside chat: Making A Difference

  • Moderator: Rod Christie-Miller, Chief Executive and Partner, Schillings
  • Tessa Clarke, Co-founder, OLIO
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3.55 pm
4.30 pm

Closing remarks:

  • Joe Moynihan, CEO, Jersey Finance
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Closing address:

  • Ruby Wax, OBE
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4.35 pm
5.05 pm

Networking on platform

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Platform closes

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5.45 pm
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