Sustainable Finance Week

Family offices and private wealth financing sustainability
Wednesday 09 June 2021

Sustainable Finance Week - Wednesday

Welcome & Introduction

Barnaby Molloy

Director - Guernsey Finance

Barnaby joined Guernsey Finance in October 2016, focused on delivering a marketing strategy which can successfully promote and connect Guernsey as the leading finance sector in its chosen markets. Barnaby joins with over 10 years of international marketing experience across Digital and TV, having most recently worked as Head of Marketing in the UK for the world’s largest casino company.

Session One - Keynote

Oliver Gregson

Head of UK & Ireland Private Bank - J.P. Morgan

Oliver Gregson is the Head of the Private Bank for the United Kingdom and Ireland at JP Morgan. He is responsible for managing JP Morgan’s overall wealth management business in these markets and sits on the Private Bank’s Europe, Middle East and Africa Management Committee as well as the UK Philanthropy Governance Committee of the JP Morgan Corporate Foundation which focuses on Jobs and Skills, Financial Health and Small Business.

Oliver sits on the Sustainable Markets Council which was created by HRH The Prince of Wales and the World Economic Forum. Oliver is a member of the Private Strategic Advisory Committee for UK Finance. He is a Trustee for Blue Ventures Marine Conservation and Help for Heroes. Oliver is also a Freeman of the Worshipful Company of International Bankers.

Prior to joining JP Morgan, Oliver was head of HSBC’s Private Bank Investment Group for the U.K. and Channel Islands. Oliver has also served in various leadership positions at Barclays, Citigroup and UBS Wealth Management.

Oliver holds a Bachelor of Applied Science from Nottingham University.

Session Two

Oliver Gregson

Head of UK & Ireland Private Bank - J.P. Morgan

Oliver Gregson is the Head of the Private Bank for the United Kingdom and Ireland at JP Morgan. He is responsible for managing JP Morgan’s overall wealth management business in these markets and sits on the Private Bank’s Europe, Middle East and Africa Management Committee as well as the UK Philanthropy Governance Committee of the JP Morgan Corporate Foundation which focuses on Jobs and Skills, Financial Health and Small Business.

Oliver sits on the Sustainable Markets Council which was created by HRH The Prince of Wales and the World Economic Forum. Oliver is a member of the Private Strategic Advisory Committee for UK Finance. He is a Trustee for Blue Ventures Marine Conservation and Help for Heroes. Oliver is also a Freeman of the Worshipful Company of International Bankers.

Prior to joining JP Morgan, Oliver was head of HSBC’s Private Bank Investment Group for the U.K. and Channel Islands. Oliver has also served in various leadership positions at Barclays, Citigroup and UBS Wealth Management.

Oliver holds a Bachelor of Applied Science from Nottingham University.

Marisa Drew

Chief Sustainability Officer & Global Head Sustainability Strategy, Advisory and Finance - Credit Suisse

Marisa is Chief Sustainability Officer & Global Head Sustainability Strategy, Advisory and Finance (SSAF) at Credit Suisse. She is responsible for setting the sustainable strategy and ambition for the bank and for creating and facilitating sustainable investments on behalf of Credit Suisse's wealth management, institutional and corporate clients.

Ms Drew has been with Credit Suisse for 18 years and in the investment banking industry for more than 30 years. Prior to this, she was the Co-Head of the Investment Banking and Capital Markets Division, EMEA. In terms of external roles, Ms Drew was appointed in 2020 as a Non-Executive Director of the Swiss telecoms provider, Sunrise Communications AG. She also serves on the advisory boards of numerous leadership, sustainability, humanitarian, environmental and civil society organizations.

Giles Neville

Chief Executive Officer Channel Islands - Cazenove Capital

Giles moved to Guernsey in July 2019 and and is now the Chief Executive Officer at Schroders (C.I.) Limited. He joined Schroders in 1987 as a research analyst, initially in the UK and subsequently in Australia.

From 1992, Giles managed a number of global emerging market funds, subsequently becoming the Product Manager for this area in 1999. In 2005 he was appointed as Head of Investment Product Development and in 2008 became the Head of Charities.

Fabio Sofia

President - Sustainable Finance Geneva

Fabio has been a member of SFG since 2012, becoming President in 2016 after previously serving roles as Treasurer and Vice-President.

He has expertise in digital finance, microfinance and impact investing, and has dedicated his career to sustainable investing. He co-created Symbiotics in 2005, now a world-leader in microfinance investment, and went on to join WeCan Group, a fintech specializing in digital financing solutions and blockchain. In 2020, Fabio joined Asteria Investment Managers, a start-up aimed at providing impact investing solutions across all asset classes.

Tim Hames (Moderator)

Former Director-General - BVCA

Tim Hames was the Director General of the British Private Equity and Venture Capital Association (BVCA) from 2013-2019, having previously been its Head of Public Affairs, Communications and Campaigns.

Tim started his career as a lecturer in Politics at Oxford University (1989-1996) where he specialised in US and UK Government. He moved to The Times newspaper (1996-2008) where he became Assistant Editor, Chief Leader Writer and a columnist, and regularly edited the newspaper from 2006-2008. He also served in a part-time, personal, capacity, as Special Adviser to the Speaker of the House of Commons (2009-2019), giving him a unique Whitehall and Westminster network.

Tim has continued to write for academic publications and has extensive links with the university sector, multiple independent research institutions and an array of think tanks and lobby groups.

Session Three

Jon Moulton

Venture Capitalist and Private Investor - -

Jon Moulton is a Corporate Financier and a fellow of the Institute for Turnaround Professionals. He has vast experience of turnarounds, having invested in them for 30 years with considerable success. Jon is currently a member of the board of the Corporate Finance Faculty of the Institute of Chartered Accountants, Chairman of FinnCap, the major AIM broker, The International Stock Exchange and Anti-Microbial Research Limited. He also chairs the Better Capital funds and Greensphere, an alternative energy infrastructure fund.

Jon is a very active private investor with a large and diverse portfolio and has been working in private equity since 1979. He regularly writes, broadcasts and speaks on corporate finance and financial matters. He is a director of the think tank, The Centre for Policy Studies. Jon is also an honorary fellow of University College London and a trustee of the UK Stem Cell Foundation and of his own medical research charity, which funds clinical trials.

Former Managing Partner of Alchemy, Jon’s career has also included spells running Permira, CVC UK and the buy-out group of Apax, as well as being a director of numerous public and private companies including Ashmore PLC. He was also a member of the board of the £3.8 billion UK Government Regional Growth Fund.

Rennie Hoare

Partner & Head of Philanthropy - C. Hoare & Co.

Rennie joined C. Hoare & Co. in 2016 and was invited to join the partnership in 2018. The six partners are all 11th generation descendants of the bank’s founder and carry unlimited liability.

Rennie is also Head of Philanthropy, leading all that is done by the family, the bank, and customers to support charitable giving and social impact projects. This includes the bank’s donor-advised fund, The Master Charitable Trust, and the Chair of Messrs Hoare Trustees.

Rennie came to C. Hoare & Co. from T. Rowe Price where he was responsible for relationships with institutional investment consultants in the UK and Europe. Before that, he spent time at Threadneedle and at Guinness Asset Management. He graduated from the University of York with a BA Hons in Politics and holds the Investment Management Certificate.

In 2020, Rennie was appointed Chairman of Philanthropy Impact. Rennie is also a Trustee at the David Nott Foundation and particularly enjoys his mentoring of the next generation of philanthropists.

David Bain (Moderator)

Founder and Editor - Family Capital Publishing

David has more than 20 years’ experience as a financial/business journalist, economist and entrepreneur, having worked for a number of prominent businesses including the Economist Group, Schroders, Dow Jones and Financial News. He has an intimate knowledge of family businesses, having edited CampdenFB and Campden FO, magazines for the global family enterprise community, and the EY Family Business Year Book. He also founded Wealth Bulletin, a website which he sold to Dow Jones. He is a graduate of London School of Economics and the School of Oriental & African Studies.

In 2015, he founded Family Capital (famcap.com), an online news, news analysis, and research publication that covers the global family enterprise world, with a particular focus on family offices. Family Capital is read by more than 20,000 readers weekly, with at least 1,000 of those readers senior managers at single-family offices.

Session Four

Rebecca Booth

Client Director - Carey

Rebecca Booth, Client Director at Guernsey-based administration firm Carey, is a professional governance adviser, who over the past 15 years has worked with fund and listed company boards in European and offshore locations worldwide to apply best practice on issues such as ESG and migration.

Rebecca, a member of the Guernsey Green Finance working group, has a Master’s Degree in Corporate Governance, and has presented her research to academic peers at the International Corporate Governance Society conference in Rome and the British Academy of Management in the UK.

Ida Levine

Board Member - Impact Investing Institute

Ida Levine is a Principal of Two Rivers Associates Limited, consulting on policy, strategy and governance. She serves on the Board of Directors of the Impact Investing Institute leading on Policy and Regulation.

She was a founder Director of the UK Investor Forum and is on the Board of Management of the PRIME Finance Foundation. Ida is a member of the UK Financial Markets Law Committee (founded by the Bank of England) and chairs the International Securities Regulation Committee of the International Law Association.

Ida also serves on the Advisory Board of the UCLA Carbon Management Institute. Previously Ida was Senior Vice-President and Senior Counsel for the Capital Group/American Funds (CG) based in London and founded Capital Group’s European Public Affairs function. Before CG, Ida was European Counsel for JP Morgan Investment Management and a Partner at the international law firm Jones Day (London and New York).

Damian Payiatakis

Head of Sustainable and Impact Investing - Barclays

Damian leads Barclays' efforts to guide individuals, families, and charities on how to invest to protect and grow their assets and to make a positive contribution to our world. He also leads Barclays' sponsorship of the launch of Impact Agora, a new global institutional investing platform which enables deal sharing between accelerators, fund managers, investor networks, corporates, family offices, foundations and wealth managers.

His team advises the firm’s private and public market specialists on how to incorporate ethical, responsible and impact approaches into their products, portfolios, and services.

His team’s work has been recognised by the UK Cabinet Office and Investment Week’s Sustainable Investment Awards, as well as the UK National Advisory Board on Impact Investing.

Justin Sykes

Founder - Innovest Advisory

Justin is a social investment specialist with 20 years experience in supporting the deployment of private capital to create more and better jobs for vulnerable populations, often in fragile contexts. These investments have positively impacted hundreds of thousands of lives across a diverse range of countries in Africa and the Middle East. His wide-spanning career history has included working for Youth Business International (patron HRH Prince of Wales) the United Nations Youth Employment Network (Chair UN Sec. Gen Kofi Annan) and Silatech Foundation (Chair former First Lady of Qatar and mother of the current Emir). He serves as a board member and adviser to a number of microfinance institutions and international charities engaged in supporting the livelihoods of low income communities. He is a non-executive director on the Guernsey domiciled $210 million impact investment fund, Partners Group Impact Investments. (PGII)

Paul Hodgson (moderator)

Chair - Guernsey International Business Association (GIBA)

Paul is Deputy Group Head of Trust at Butterfield Trust (Guernsey). He a Chartered Accountant, a Trust and Estate Practitioner and Fellow of the Chartered Institute for Securities and Investment. He joined Butterfield Trust in Guernsey in 1998 after 10 years working with KPMG in Australia, London and Hong Kong. Paul was Managing Director at BTGL from 2003 until January 2020 when he assumed the new created role of Deputy Group Head of Trust.

Since 2009 Paul has been named in the Top 20 Leading Trustees in the Citywealth Leaders List and received the STEP Founders Award in 2016. He has also been identified as a Global Thought Leader by Who’s Who Legal and was recognised in Legal Week’s Private Client Global Elite 2020 directory as a top practitioner. He was most recently named as one of eprivateclient’s 50 Most Influential and Citywealth’s ‘Trustee of the Year - Guernsey’ in 2020.

Paul is a regular speaker and chairman at industry conferences on wealth structuring and fiduciary services. He is a former chairman of the Guernsey Association of Trustees (GAT) and remains on the committee. His most recent appointment is Chairman of GIBA.

Session Five - Keynote

Sarah Gordon

Chief Executive - Impact Investing Institute

Sarah Gordon is Chief Executive of the Impact Investing Institute, which launched in November 2019. The Institute exists to accelerate the growth and improve the effectiveness of the impact investment market in the UK and internationally. Previously, she spent 18 years at the Financial Times, where she was Business Editor and ran the paper's corporate coverage during the financial crisis. Before going into journalism, she worked in fund management in the UK and the US, and at the UN Conference for Trade and Development in Geneva. She is a Non-Executive Director of Social Finance, a Companion of the Chartered Management Institute and a visiting professor at Kings College London.

Justin Sykes (Moderator)

Founder - Innovest Advisory

Justin is a social investment specialist with 20 years experience in supporting the deployment of private capital to create more and better jobs for vulnerable populations, often in fragile contexts. These investments have positively impacted hundreds of thousands of lives across a diverse range of countries in Africa and the Middle East. His wide-spanning career history has included working for Youth Business International (patron HRH Prince of Wales) the United Nations Youth Employment Network (Chair UN Sec. Gen Kofi Annan) and Silatech Foundation (Chair former First Lady of Qatar and mother of the current Emir). He serves as a board member and adviser to a number of microfinance institutions and international charities engaged in supporting the livelihoods of low income communities. He is a non-executive director on the Guernsey domiciled $210 million impact investment fund, Partners Group Impact Investments. (PGII)

Closing Remarks with Cazenove Capital

Giles Neville

Chief Executive Officer Channel Islands - Cazenove Capital

Giles moved to Guernsey in July 2019 and and is now the Chief Executive Officer at Schroders (C.I.) Limited. He joined Schroders in 1987 as a research analyst, initially in the UK and subsequently in Australia.

From 1992, Giles managed a number of global emerging market funds, subsequently becoming the Product Manager for this area in 1999. In 2005 he was appointed as Head of Investment Product Development and in 2008 became the Head of Charities.