Speakers
Dominic Carman (Podcast Host)

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

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

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.

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