The Fourth WealthBriefing Wealth For Good Awards 2025

Jennifer co-leads AlTi’s impact investing strategy globally and directly oversees the firm’s Inclusive Innovation strategy, which is aimed at building thriving and equitable communities through investments that improve access and affordability, and that activate equitable capital flows toward diverse ownership models and fund managers. Gender and racial equity are central to AlTi’s thematic work.

Jennifer works with clients seeking to align capital with their personal sets of values, and has an established practice advising female investors. Her past experience as a wealth manager and investor includes positions at Wetherby Asset Management, Venture Investment Associates and Wilmington Trust in New York.

A regular speaker at industry events, Jennifer is a member of the Investment Committee at United Religions Initiative, a nonprofit that fosters cooperation among different cultural and religious groups in communities around the world.

Rachel is Head of Partnerships at the Global Returns Project (GRP), a charity that makes it easy for individuals and corporates to donate to best-in-class climate and nature charities. Advised by world-class scientists, GRP selects and assesses a portfolio of the most effective global climate and nature charities. GRP runs regular events and provides six-monthly impact reports for donors.

Rachel works with advisory firms and industry bodies to embed new approaches to philanthropy and has developed an accredited CPD training programme in climate, nature and philanthropy for financial advisers.

Rachel started her career as a strategy consultant, working with global FMCG brands. After having a family, she moved into the charity sector and co-chaired a charity working with local and national government to improve outcomes for disabled children in two London boroughs. She is a school governor at a local specialist school. Rachel gained an MSc in Sustainable Development prior to moving into the environmental sector.

Cath Dovey is a co-founder of the Beacon Collaborative, a collective impact movement aimed at increasing giving and social investment among the UK’s wealthy population. Beacon forges collaboration among organisations that work with wealthy donors through a range of activities covering peer influence, public awareness, research and measurement, professional advice and political engagement. She was formerly a co-founder of Scorpio Partnership, the global wealth management strategy and research firm. She chairs Rosa, the UK fund for women and girls. She is a trustee of Philanthropy Impact and First Star UK. She is a member of the technical panel of the Law Family Commission on Civil Society.

Boon Consulting was founded by Sianne Haldane. Sianne is a STEP qualified lawyer with over twenty years experience working and consulting in the third sector as well as advising private clients. Sianne was formerly Chief Impact Officer at Maanch, an ESG tech consulting firm where she worked with large corporate to embed sustainability programmes. Before then, Sianne was Head of Planned Giving Philanthropy at Cancer Research UK, the UK's largest charity, where she brought in their three largest ever individual gifts, totalling over $100M.

Sianne is Chair of the STEP Global Philanthropy Advisers Special Interest Group. She sits is on the Advisory Committee of the UN Global Compact UK and acts as an advisor on UBP's Biodiversity Restoration Impact Fund. She regularly gives keynote talks at philanthropy and private client conferences and events. She is also a Trustee of both Save the Rhino and Mosaik Education a charity helping refugees access tertiary education. She also works with corporates on their sustainability and CSR strategies.

Elise is Communications Director of the Ocean Risk and Resilience Action Alliance (ORRAA), the only multi-sector collaboration connecting international finance and insurance sectors, governments, non-profits and stakeholders from coastal communities to pioneer finance products that incentivise investment into coastal and ocean Nature-based Solutions.

She previously served as COO, Head of Investor Relations and Board Director at a London-based impact fund, investing across the UK and Europe in clean technology solutions within the energy, food and water sectors.

With over a decade of experience in communications, finance and sustainability, she has also worked in various roles across global private equity and European venture capital. Elise relocated to India for over two years, working with NGOs focused on water, sanitation and hygiene (WASH) and biodiversity where amongst other duties she handled communications, relations between the various projects and their donors and event management.

She has a Certificate in ESG Investing from the CFA Institute, in Environmental Management from IEMA and attended The Chartered Institute of Marketing.

Mark Hussein is the UK CEO of HSBC Life and Head of UK Insurance at HSBC. Mark has spent more than two decades in a variety of financial services roles, with the majority working for HSBC Group. He was appointed CEO, HSBC Life (UK), and Head of UK Insurance in November 2015. He is responsible for the Life manufacturing business and General Insurance Partnerships across HSBC, First Direct and M&S Bank.

Between two tenures at HSBC, Mark spent three years with Kleinwort Benson as Head of Private Wealth Management UK and the Channel Islands. This gave him responsibility for both Private Banking and Private Fiduciary Services in the UK, Channel Islands and Internationally. He was a member of the Kleinwort Benson group regional executive committee and sat on the board of Kleinwort Benson Trustees.

Since 1974 Nigel has created, built and scaled social enterprises and investment. Joining The Big Issue Group (TBIG) in 1994, he subsequently  became CEO, and then Group Chair. In 2004 Nigel and Lord Bird launched Big Issue Invest which has directly invested in over 400 UK social enterprises. TBIG currently manage or advise on over US$500m of private and public impact funds. Nigel and his team devised and then partnered to develop two public market funds. In 2013 with Columbia Threadneedle, the UK Social Bond Fund and then with Aberdeen Standard Investment, the Multi-Asset Climate Solutions Fund. He also co-founded The Big Exchange, the largest impact-only online supermarket incorporating 50 rated funds with a combined Assets Under Management of over US$70bn. Nigel trained as a lithographic printer and also worked as a systems analyst, project manager and trade union official. He has founded three printing and publishing social enterprises and is a Social Enterprise UK ‘Champion of Champions’.

Keith has been a partner advising financial services firms for over 35 years, leading businesses for EY, CapGemini and Capco.  He led EY’s Wealth Management and Private Banking business for over 10 years and continues to advise organisations in this sector.  He is currently advising a range of fintechs and other start/scale ups on strategy, distribution, partnerships and funding.  He is also a trustee and adviser to several philanthropic and charity bodies.

Recently recognised as "tax & trusts lawyer of the year" (Spears' Wealth Management Awards 2022), James is the head of our private wealth team. James is widely regarded  as one of the leading practitioners in the UK and is described in the Chambers HNW Guide (2019) as “very much a figurehead of the industry…… he carries a lot of experience”.

James has a wide ranging practice, advising on UK and international taxation, residency and domicile, offshore pensions and trusts, asset protection, succession planning and HMRC disputes.

James is one of the most prominent private client lawyers in the UK and frequently appears in the press and broadcast media (Sky News, BBC TV News, BBC Radios 2 / 3 / 4 / 5, Bloomberg TV and the BBC World Service). He writes and lectures widely on tax policy. The private client publication "e-private client" names James, for the last 8 years running, as a "Top 50 Most Influential' in the private client industry.

As well as being a solicitor, regulated by the SRA, he is a Registered Tax Technician, regulated by the Association of Tax Technicians (ATT). He is an active member of STEP and a contributing editor for Lexis/Nexis.

Hugo Smith is the Head of Broadfield’s private wealth team.  Hugo specialises in estate and tax planning.  He acts principally for UK families and their trustees and family offices, often owning private family businesses or landed estates and heritage property. He helps his clients preserve and protect their assets, to enable them to be handed down to future generations.  Hugo has wide experience of identifying and structuring appropriate assets holding vehicles, such as trusts or family investment companies, to enable family wealth to be managed and preserved.  Hugo has a particular interest in advising on inheritance tax planning and structuring for rural estates and family businesses, to maximise the availability of agricultural and business property reliefs.

Combining both an in-depth knowledge of marketing strategy and business development, Matthew has sat on senior management teams and led significant business growth. His deep experience with HNW/UHNW clients, knowledge of wealth management and expertise in marketing strategy to improve brand awareness, client experience and business development are extensive. Until recently he was Managing Director, Head of Business Development & Marketing at Close Brothers Asset Management having previously held senior management positions at Deutsche Bank, Coutts and Credit Suisse.

Maryann Umoren Selfe is a seasoned investment professional, writer, and executive with over two decades of experience in Private Banking and Wealth Management. She currently serves as Managing Director at Banque International à Luxembourg, Suisse, leading the Investment Solutions division. Before this, Maryann spent 17 years at Credit Suisse in senior leadership roles, focusing on European clients and advising Family Offices in the UK and Nordic regions as part of Credit Suisse’s Ultra High Net Worth Clients Group.

Passionate about impact investing, Maryann is dedicated to channelling capital toward ventures that address social and environmental challenges and sits on the board and investment committees of foundations that focus on these issues. A British and Swiss national, Maryann holds an MBA from Cardiff University and is a fellow of the Association of Chartered Certified Accountants. She is married with two children, lives in Zurich, Switzerland and loves alpine sports and teaching yoga in her spare time.

Phil is a recognised as a Wealth Management visionary, and leader who has expertly navigated the intersection of investments and technology.

With over 25 years financial experience, Phil Watson has played a pivotal role shaping global investment strategies for ultra-high-net-worth investors.
His experience spans several MD leadership roles at a Fortune 50 company.

Phil has been instrumental in bringing innovation to the industry, founding the Global Investment Lab at a leading wealth management firm, where he
provided bespoke portfolio analytics to over 1,000 family offices.

Today, Phil serves as Chief Investment Officer for a family office, managing the end-to-end investment process, from platform & strategy development
to client engagement.

And as Founder and CEO of Lightbox Wealth, he continues to push the boundaries of wealth management, offering smarter, more efficient solutions
tailored to family office needs.

His pioneering use of technology and big data has established him as a forward-thinking leader and he was named Best Global Digital Leader by
Financial Times PWM in 2021.

Outside of work, Phil enjoys spending time with his family, as well as pursuing his interests in sports, music, and travel.

Alison Whatnall is a founding partner and Group Chief Operating Officer at GSB, leading the company’s growth strategy and driving its impact initiatives. With a 15-year background in oil and gas, Alison held leadership roles in major corporations, where she focused on strategic development and business sustainability. She has been living and working in the UAE for over a decade. In addition to her extensive industry expertise, Alison holds several accounting qualifications, including AGMA, ACMA, and MACostE.

Melvyn is the Founder of Singapore-based, TRIREC, which is the leading investment firm incorporated in 2015 with the aim of making a meaningful impact on addressing climate change through a disciplined investment approach by supporting entrepreneurs and companies that share our belief in a sustainable future. TRIREC’s investment mandate is focused on the decarbonization theme and invests in early-stage startups globally. Melvyn started his career in Goldman Sachs and was with the firm for more than a decade. He was the Co-Founder of Thirdrock Group which was the leading Asian independent asset manager that was acquired by UK-listed Schroders plc in 2019. Melvyn was the Deputy CEO of Schroders Wealth Management Asia till 2021 and he also chaired the Asia Investment Committee and co-Chaired the Private Assets Investment Committee for Schroders Wealth Management globally during his tenure.