"Does Wealth Management care enough about Climate Change?"
Event will feature a panel of experts to explore the relevant issues relating to wealth management and climate change.
They will seek to address the priority that advisers and clients place on this topic, in context of the wider sustainability and impact agenda.
We shall critique the level of activity within wealth management in context of other market segments (e.g. sovereign wealth funds, pensions) by considering the investment and reporting options available and the portfolio implications of adopting different approaches, such as fossil fuel divestment.
The discussion will consider climate change in context of an adviser's fiduciary and legal responsibilities, and well as industry policy developments.
The event will be of interest to PCD members whose clients interests dovetail with contemporary concerns such as how to manage portfolios with both non-financial and financial returns in mind, and who wish to stay current with relevant research, policy, opportunities and risks.
Tom Rutherford, LOTUC Consulting (Chair):
Paula diPerna, Special Adviser, CDP North America
Marc Hassler, Sustainable Investment Analyst, Schroders
Jonathan Brinsden, Partner, BDB Pitmans
08.00 - Arrival at 1 London Wall Place (directions here)
08.30 - Welcome by David Bell, PCD
08.35 - Panel discussion with expert panel
09.30 - Networking over coffee
10.00 - Departure
Members & invited guests can register below or email at firstname.lastname@example.org.
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