- Jersey Finance
- |14/5/25
ESG, NextGen and the Next 10 Years
Listen to this in-depth podcast episode produced by Jersey Finance in association with Reports Legal discussing the NextGen of wealth owners and views on impact and profit, investment strategies and philanthropic trends in ESG.
25 November 2021
Page Contents
Speakers
Dominic Carman (Podcast Host)Editor, Reports Legal
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 HowePartner, Ogier
Josephine HowePartner, 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 FinchInvestment Consultant, Enhance Group
Simon FinchInvestment 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
Chapter 2: ESG-focussed investment strategies
Chapter 3: Philanthropy
Key takeaways
Useful resources
Virtuous Circles: Sustainable Family Governance Models in an Evolving Environment >
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 >
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.
Jersey: The Clear Choice for Family Offices >
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.
