The Second Annual WealthBriefing Wealth For Good Awards 2023

Peter is Partner at Social Impact Capital, an early-stage impact venture capital firm based in New York and Silicon Valley. Prior to SIC, Peter was former Head of Business Development at RCI, an investment technology and lending startup backed by Soros Fund Management and 8VC. Based in San Francisco, Peter began his career in the valley by creating an early-stage AI VC firm, as well as a specialist strategy and management consultancy for institutional investors, Kalytix Partners. He has also led research on impact finance and strategic investment at Stanford and Oxford University, collaborating with UNW families. Peter has an MPhil in Business Administration and Finance from the Judge Business School, University of Cambridge, and a first-class honors BA from Queen Mary, University of London.

Dermot Corrigan is CEO of smartKYC, and draws upon his background in geopolitical and violent risk intelligence, reputational risk monitoring and deep web and media search technology to offer a unique perspective on how organisations can adopt an intelligence-led approach to identifying and responding to ESG risks. Having served in senior executive roles with market analysis firm Frost & Sullivan and corporate news distributor PR Newswire, he went on to create and launch the world’s first adverse media search engine for third party screening while leading the news and business information arm of LexisNexis (RELX PLC). He served as CEO of an Anglo-Australian visual search and facial recognition technology company (part of INM PLC) and has led two businesses to be successfully acquired, the political risk intelligence firm Exclusive Analysis (now Standard & Poors) and social media monitoring specialist Gorkana Group (now Cision).

Paul is the Founder and Managing Director of ProFundCom.  Starting the business in 2003, Paul wanted to fulfil a vision to provide digital engagement analytics that would directly benefit sales and marketing processes in financial institutions. This has led to ProFundCom being totally focused on helping the financial services industry use digital marketing to raise AuM. Almost twenty years later, Paul and his team have successfully built the leading digital marketing platform for finance that brings all elements of digital activity – email, web and social media – into one place. Paul has an excellent pedigree in software from working at AT&T, Microsoft and Apple, and holds a first-class degree in Electronic Systems Engineering from Kingston University.

Sabila is CEO and Founder of Din Consultants, HQ in London and is an accomplished global business management, marketing and gender specialist. She works with global private banks, elite family offices and entrepreneurs - delivering propositions for growth. She works extensively with World Bank/IFC across EMEA, building financial capacity to drive female SME growth and gender financial inclusion. In addition to her consultancy, she also runs a ‘property private client office’. Prior to setting up her businesses, she held senior roles at ABN AMRO, Asia, JWT HK and was an Associate, IBM e-business fs consultant, EMEA.

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.

Karen joined Coutts in 2018 and is responsible for the incorporation of ESG considerations in Coutts’ investment process and products. Since joining the Responsible Investing team, she has focused on developing the climate change strategy for the Asset Management business, which includes portfolio carbon footprinting and committing to Net Zero investments by 2050. She holds an MSc in Investment & Wealth Management from Imperial College Business School and an MSc and BSc in Business Administration from the University of Leuven.

Sianne Haldane is Chief Impact Officer at Maanch. Maanch is a London-based B Corp providing integrated technology and advisory solutions to measure, manage and report ESG & Sustainability data. Sianne works closely with Maanch's clients on all impact related strategies, from embedding sustainability across their businesses, to developing philanthropic goals and using Maanch’s tech solutions to continuously improve their impact and share their successes. She is a strong advocate and active member of sector-wide initiatives and thought leadership and is a natural "connector", creating communities that are mutually beneficial to enable impact. A dual qualified lawyer in the UK and in her native South Africa, she has had a career that has spanned more than 15 years across the Governance, Sustainability, Impact, CSR and Private Client space. As a South African, Sianne’s passions are biodiversity and nature and human rights. Sianne is also a Trustee of both Mosaik Education and Save the Rhino International. She is an Advisory Board Member of the UBP Biodiversity Impact Fund, sits on the Executive Committee of the South African Chamber of Commerce and is a committee member of the STEP Global Philanthropy Advisors Special Interest Group.

Elise is Chief Operating Officer and Head of Investor Relations at Earth Capital Ltd, as well as a Board Director. Elise's responsibilities include leading on brand and communication across marketing and investor relations, overseeing the day-to-day function of the operational team and working closely with the sustainability team on the Earth Dividend™. Under Elise's leadership, the company has developed significant recognition across private wealth and sustainable finance. With over a decade of experience in the finance sector, she has worked at KKR and Edge VC in Operational and Investor Relations roles. In 2016, Elise relocated to India, working with NGOs focused on water, sanitation, and hygiene (WASH) where amongst other duties she handled relations between the various projects and donors. Elise has received a BA from Middlesex University, a Foundation Certificate in Environmental Management from the Institute of Environmental Management & Assessment and attended The Chartered Institute of Marketing. She is also a Member of the Institute of Directors.

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.

I am a co-founder and CEO of Accuro Group. In 2017 I led the management buyout that galvanized Accuro as the independent, values-driven and award-winning business it is today. I drive our international strategy, mission and vision. I am also advising clients on estate planning, taxation, philanthropy and trusts, with the objectives of protecting their families and their wealth whilst supporting their positive contribution to the world. I am the treasurer of the Swiss Philanthropy Foundation, an independent hosting foundation based in Switzerland encouraging charitable giving by creating and managing philanthropic funds. I also sit on the board of the Fondation Pacifique, a Swiss foundation whose missions are to promote greater understanding of human impact on the oceans and to raise awareness of related issues concerning sustainable development. My qualifications include a master’s degree in Law from Catholic University of Louvain (Belgium), Magna Cum Laude. I was awarded a European Community Scholarship at University Complutense of Madrid (Spain). I am also a Member of the Society of Trust and Estate Practitioners (TEP) and a former Vice-President of the Swiss Association of Trust Companies. I am an enthusiastic knight of the “Confrérie des Chevaliers du Tastevin” in Burgundy, a keen skier and
love to spend time in the Swiss mountains with my family. I speak French, English, Spanish and Dutch.

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’.

Stephen Metcalf is Head of Sustainable Investing for RBC Wealth Management in the British Isles and Asia. He oversees the integration of sustainability issues into decision making across discretionary and advisory investment offerings. Additionally he produces thought leadership pieces on ESG topics and is responsible for the research and selection asset managers in the ESG space. Stephen joined RBC Wealth Management in 2018 as an Analyst in the discretionary team before moving in to the Global Manager Research team, commencing his present role at the start of 2021. Prior to joining RBC, Stephen graduated from the London School of Economics with a degree in Economics.

Rebecca guides family enterprises as they navigate the complexities of intergenerational ownership and planning for transitions. With the benefit of a systems perspective, she helps family enterprises address the need for evolving governance while enhancing leadership and collaboration skills among family members. This work enables families to embrace the gifts and talents of all family members to help ensure a sustainable enterprise. A key part of her focus is preparing next generation family members to take on new roles. Prior to joining Relative Solutions, Rebecca spent over 15 years as a business leader working in and with family offices, advising families on governance, communication, and family learning. She also wrote a guidebook for social impact investors as part of the Center for High Impact Philanthropy at the University of Pennsylvania. Rebecca enjoys contributing to industry publications and speaking at conferences. Her focus is exploring practical approaches to helping enterprising families address the challenges that arise from sharing financial resources. Rebecca earned her BA from the University of Pennsylvania and her MBA from the University of Maryland. She trained at the Bowen Center for the Study of the Family in Washington, DC, is a 21/64 Certified Advisor, and a member of the Family Firm Institute (FFI).

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.

James is the head of private wealth at the international law firm Stephenson Harwood and he 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. His practice is truly international, working closely with Stephenson Harwood's  private wealth practices in Hong Kong, Singapore, Dubai and Paris. 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) and most recently  appeared as an expert witness on Radio 4's "The Moral Maze" to discuss the morality of taxation. James writes and lectures widely on tax policy. 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.

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 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. He 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.

Susan is Principal and Co-founder of Strategic Philanthropy, Ltd. Since 2000, Strategic Philanthropy, Ltd., has provided customized support to high net worth individuals, families and closely held companies to help them effectively maximize the impact of their charitable gifts. Susan has authored, or co-authored, numerous articles for publications such as Family Wealth Report, PAM (Private Asset Management), Alliance and STEP (Society of Trust and Estate Practitioners). She is Chair of the Social Impact and Philanthropy Domain for The Ultra High Net Worth Institute and on the Advisory Board for Family Wealth Report as well as a judge for the Family Wealth Report Awards.