Speakers
Dominic Carman (Podcast Host) Editor, Reports Legal
Dominic is the publisher and editor of www.reportslegal.com. A contributor to legal media and the national press, he also executes bespoke projects for international law firms – from thought leadership, white papers and report writing to digital content, ghost-writing and speechwriting. His clients include magic circle and Am Law 100 firms, as well as leading independent firms, such as the European best friends of Slaughter and May. Dominic’s clients say that they improve their results when they improve their communication skills. This is what he helps them to do.
Josephine Howe Partner, Ogier
As a partner in Ogier Jersey's private wealth team Josephine Howe advises professional trustees, high net worth families and family offices on all issues concerning family wealth structures; including advising on the establishment, ongoing administration and restructuring of complex trust structures, foundations, family offices and private trust companies, together with related fiduciary duties, regulatory and corporate law issues.
Simon Finch Investment Consultant, Enhance Group
In Simon’s role as an Investment Consultant with Enhance Group, he provides independent investment advice to a variety of global clients. Simon’s passion for the environment has aligned with the increasing client demand for sustainable investment solutions, that provide financial returns, as well as positive outcomes for various stakeholders.
Robert Moore › Director – UK, Jersey Finance
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Born in Dublin, Robert has over 13 years’ financial service experience in Jersey. Robert has extensive experience within the private wealth, real estate and private equity sectors and has held executive director roles on a number of complex portfolios with varied administrative and regulatory requirements.
Chapter 1: Client decision-making
In this clip, Dominic Carman asks the speakers about their own views on how ESG, not profit, is guiding client decision-making today. Are advisers, lawyers, law firms and family offices themselves, adapting to this change?
Chapter 2: ESG-focussed investment strategies
The group discuss their client’s ESG-focussed investment strategies, the need for trustees to adapt and integrate ESG and sustainable thinking – while considering their duties as fiduciaries.
Chapter 3: Philanthropy
Reflecting on findings from a recent ESG and family governance research report, ‘Virtuous Circles‘, the group discuss the interconnectedness between philanthropy and impact investing among wealthy families, what structures are facilitating clients’ philanthropic aspiration, and the group’s reactions to COP26 and whether these debates influenced the wealthy community, globally.
Key Takeaways
Final thoughts from each speaker on how they see the shift towards more ESG or sustainable investments influencing advisors, including trustees and investment consultants, as well as Jersey as an IFC.
Useful Resources
If the topics discussed in this podcast are of interest, you may wish to also view these materials on ESG, private wealth and investment
Produced in partnership with WealthBriefing, our ‘Virtuous Circles’ research report surveyed and interviewed family governance experts internationally to discover how sustainability and ESG priorities are playing out in the UHNW space.
Jersey for Good – A Sustainable Future outlines our long-term strategy and vision, as well as an initial wo-year plan to accelerate our journey towards a sustainable future.
To help us better understand the mindset of today’s family office, we worked closely with some local family offices to listen to their personal experiences and to understand their rationale behind establishing their businesses in Jersey as a leading international finance centre.