The Wealth For Good Awards 2022

At VALUEworks, Amer coaches NextGens on wealth related topics, with a special focus on family businesses, impact and sustainability, and he advises business families in strategic, investment and governance matters. With over twenty years in the financial industry, Amer’s experience covers Private Equity, M&A and Merchant Banking in London, before moving to Zurich to join Rothschild Bank, where he served entrepreneurs and global families. Amer is on the Board of Philanthropy Impact in Zurich and a lecturer and mentor on Impact Investing for the Anant Fellowship for Climate Action in India where he has endowed the Ikigai Scholarship.

Bill Stoddart is president/founder of NorthFork Financial, a fiduciary planning and advisory firm that integrates wealth and purpose and 45North Partners, a private wealth advisory firm that focuses on helping clients make direct impact investments. He is also co-founder of HomeStake Venture Partners, an investment firm which promotes community resilience by localizing wealth creation opportunities in direct collaboration with its portfolio companies. Bill also participated in the inaugural cohort of the Just Economy Institute, where he worked with fellow financial activists to design a variety of initiatives to further social justice and environmental sustainability.

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.

Christine is the CEO of the Private Banking division of InvestCloud (previously Finantix) following a career of successfully building businesses in Europe and Asia. In addition she is on the Board of Barclays Private Bank Switzerland and advisor to Fusion, a Swiss-based incubator. Previously, Christine was Senior Partner and CEO Switzerland at Capco, an international management consultancy, and part of the APAC Management Team, where she launched and led the global wealth and investment management practice and offices in Switzerland and Singapore. Christine started her career at J.P. Morgan where she worked for both the investment and private bank in New York, London, Geneva and Hong Kong. Christine holds an M.B.A. from the Walter A. Haas School of Business at the University of California, Berkeley and an Economics and Accounting degree from Claremont McKenna College.

David works with clients, partners and networks providing impact solutions, advisory, and thought leadership. With experience as a CEO and Commercial Director of major City, legal and consulting organisations, his passion is working across the social finance spectrum to help organisations increase their impact aligned to more responsible capitalism. Before Maanch, he was Executive Director of Philanthropy & Development at Charities Aid Foundation, working with major donors and companies to generate around £400m of new donations and impact investing each year and managing over £1bn of philanthropic capital. In addition to an MBA from IESE and a BSc (Hons) from Cass, David has qualifications from Harvard (Sustainable Business Leadership) and Oxford (Social Finance). He is a Board Trustee for the Royal Commonwealth Society and IESE Foundation, and Board Adviser to the European Social Catalyst Fund.

Delphine Di Pizio-Tiger began her career in 1996 as a Trader at Indosuez Carr Futures, before joining the Crédit Agricole Group in 1998 where she worked as a Fixed Income Derivative Trader-Dealer for Crédit Lyonnais Asset Management. In 2004, she took over as Fixed Income Portfolio Manager at Crédit Agricole Asset Management. From 2008 to 2016, she was Deputy and then Head of Multi Assets for Employee Savings and Pensions at Amundi. From 2017, within the Multi-Asset division, she was Head of Employee Savings and Retirement Management as well as Impact Investing at Amundi, and also co-managed the Amundi Patrimoine fund. In 2019, Delphine Di Pizio-Tiger became CEO of Indosuez Gestion, a dedicated subsidiary of CA Indosuez. Delphine Di Pizio-Tiger holds a Master's degree in Banking and Finance and a postgraduate diploma in Banking and Financial Engineerging from the University of Assas Paris II.

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).

Gary Dugan is CEO of The Global CIO Office and of Asset Manager, Purple Asset Management based in Singapore. Gary Dugan is a seasoned investment professional with 37 years’ experience working in Managing Director roles at some of the world’s leading Banks and Wealth Managers. For the past twenty years he has held Chief Investment Officer roles manging money for institutions such as sovereign wealth funds through to Ultra- High Net Worth clients. For the core of Gary’s career (1993-2004) he worked at JPMorgan. Subsequently he held CIO roles at Barclays, Merrill Lynch in Europe, and Emirates NBD and NBAD in the Middle East. Gary is well-known in the industry for his outspoken but often-timely call on financial markets. He has a track record of calling the markets crashes of 1987 and 2007 and the tech wreck of 2000. But he also saw the upside in markets advising clients at Merrill Lynch to buy equities on March 17th, 2009 within two days of the market low. More recently he was advising extreme caution on markets in early February 2020. His views are widely featured on TV and quoted in the financial media. He regularly speaks at investment conferences throughout, the Middle East and Asia. In 2015, he was awarded GCC Private Banker of the year by Wealth Briefing. He has a degree in Economics from Salford University. He is an ASIP in the CFA Institute.

Gordon is Chief Investment Officer and Co-Founder of Earth Capital. Established in 2008, Earth Capital is a global private equity investment group managing $1.7bn which is deployed into sustainable technology businesses across the energy, food and water industries. Gordon has made 256 investments over his 35 years in private equity, generating an IRR of 28.5%. This included 33 investments in sustainable technology across areas such as forestry, plastic recycling, eco-friendly building materials and brand packaging. Gordon is also Director and Investment Committee member at Berkeley Energy Ltd (BEL) and a Director of Sustainable Development Capital Ltd (SDCL), as well as several portfolio companies.

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.

Jay Lipman is President, Co-founder and CCO of Ethic, a tech-driven sustainable asset manager. Ethic’s platform aggregates financial and sustainability data and empowers advisors to have conversations with their clients regarding nineteen different areas of sustainability. Jay has been ranked among the InvestmentNews 40under40, Forbes 30 Under 30: Social Entrepreneurs, and in 2020 Ethic was named by Investment News as one of the 13 Innovative Firms that is changing the way that advice is created, delivered, and used by clients.

Jeanne joined KBI Global Investors in 2014, and is responsible for implementing the firm’s approach to responsible investing and sustainability, which achieved the maximum possible rating of A+ in every module, in the PRI’s annual assessment. She works on ESG, climate and impact analytics; engagement and voting; and screening and reporting. She also works with the Global Equity team to engage with companies to promote sustainable business practices, and represents the firm on the lead engagement group of Climate Action 100+, engaging with three companies on carbon emissions reductions and targets, climate-related financial disclosures and governance on climate change. Jeanne is a Chartered Alternative Investment Analyst (CAIA) charterholder, and has an MSc in Capital Markets, Regulation and Compliance from the University of Reading.

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.

Jen leads the firm’s HNW team at Ballentine which caters to clients with $3.5 million to $25 million of investable assets. The team provides a fully integrated approach to financial planning and investment management. Prior to joining the firm, Jen worked for 15 years at Pathstone/Federal Street, where she served in many different roles over those years including President, COO, and CMO and was a member of the Executive Committee. Prior to that, Jen worked for the Moriah Fund. Jen earned her MBA from Simmons University School of Management and a BA in sociology and international relations from Houghton College.

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.

Laurent started his career at Rothschild & Co in 2011 as head of the Geneva office. He was later appointed as head of private clients Swiss onshore & Iberia and was made chief executive officer of Rothschild & Co Bank on 1 June 2016. He became global partner of Rothschild & Co in 2017.

Laurent joined Rothschild from Investec Bank, Geneva where he was senior private banker and head of the Geneva office successfully building a new business that provided tailored solutions to private clients. Prior to Investec, Laurent was executive director at Goldman Sachs, Geneva where he focussed primarily on entrepreneurs in technology and financial services.

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.

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.

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.

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’.

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.

Dr Paul Jourdan co-founded Amati Global Investors following the management buyout of Noble Fund Managers from Noble Group in January 2010, having joined Noble in 2007 as Head of Equities. His fund management career began in 1998 with Stewart Ivory, where he gained experience in UK, emerging market, and global equities. In 2000, Stewart Ivory was taken over by First State and Paul became manager of what is now TB Amati UK Smaller Companies Fund. In 2004, he was appointed Head of UK Equities at First State. In early 2005, he launched Amati VCT plc and he also manages Amati VCT 2 after the investment management contract moved to Amati Global Investors in 2010 (In 2018 Amati VCT merged into Amati VCT 2 which was then renamed Amati AIM VCT). Prior to 1998, Paul worked as a professional violinist, including a four-year period with the City of Birmingham Symphony Orchestra. He serves as a trustee of Clean Trade, a charity registered in England and Wales.

Penny has more than 20 years experience advising private clients, families and charities and joined Sanlam to develop their high net worth and family office offering in September 2017. Prior to this she held various executive roles in wealth management. At Close Brothers she was head of private client and responsible for marketing and distribution across the various business channels. Before that she was managing director at Rothschild. Penny was also head of business development and marketing at Fleming Family & Partners where she also covered philanthropy and financial education. Penny also sits on the boards of Pennies, The Digital Charity Box, Prism the Gift Fund and the development board for Park Theatre.

Peter is Founder & General Partner at Kalytix Ventures, and Global President at Strong Room AI.

Before Kalytix, Peter was Partner at Social Impact Capital, a global impact-focused VC firm based in New York City. A top-decile fund producing competitive venture returns, SIC invests in the “Best Ideas in Impact” by deploying an “Impact Arbitrage” strategy across geographies, sectors, and challenge domains. SIC is backed by legacy VCs including Marc Andreessen & Chris Dixon, Peter Thiel, Phil Black, David Sacks, Rob Hayes, Matt Ocko & Zachary Bogue, along with family offices, RIAs, and fund-of-funds. Prior to joining the firm Peter was Head of Business Development at Real Capital Innovation (acquired by Addepar), an investment technology platform backed by 8VC and Soros Fund Management. Peter started his career in Silicon Valley by creating an early-stage venture capital firm focused on high-impact areas of AI application, and institutional investor strategy consultancy, Kalytix Partners (acquired). A leading theorist on private market impact investments, Peter has led research over the last decade on impact finance, collaborating with Oxford University, Stanford University, Planet Heritage, and White Sand Investor Group (Donnelley family). His publications include Impact investments: a call for (re)orientation (2021), widely endorsed by organizations such as the SEC and G7, and Sovereign Development Funds: The Governance and Management of Strategic Investment Institutions (2018), which was published in The Oxford Handbook of Sovereign Wealth Funds. In addition to his work, Peter is a volunteering Ambassador to the Rockefeller family’s BankFWD initiative, which is focused on climate justice in global banking, and a Counsel Member of the Saïd family’s (Saïd Business School) Toucan Project, which cultivates future leaders from across the world. He is also a member of Rebalance VC, Impact Capital Managers, TTI and GBx.

Peter joined Coutts as Chief Executive in March 2016 and, under his leadership, the iconic private bank has undergone a significant transformation across all of the Bank’s key performance targets: Return on Equity has grown from 4% to over 16% in less than 4 years and his focus on simplification has seen a 20% improvement in the cost to income ratio of the 327 year old business. In addition, Peter’s passion for innovation across banking, lending and wealth management and raising the bar on service standards has led to a market-leading net promoter score from Coutts’ clients. He has revived Coutts’ branding and image to be more warm and modern, whilst taking pride in its history, encouraging clients to recognise that Coutts is ‘more than a bank’.

Peter has over 30 years of experience in financial services across Asia, Europe, the Americas, the Middle East and Africa. Prior to joining Coutts, Peter was the CEO of J.P. Morgan Private Wealth Management in Asia Pacific based in Singapore. Peter also spent nine years with Standard Chartered in Asia and founded their global Private Bank in 2006.

Peter is vice Chair of Trustees of the Duke of Edinburgh Commonwealth Study Conference and a member of the Philanthropy Advisory Committee of the Royal Albert Hall.

Peter was born in Australia and has degrees in Law and Economics from the University of Adelaide and initially practised law as a barrister and solicitor. He has also attended the advanced management programmes at Harvard Business School, University of Oxford and Singularity University.

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).

Rosalyn Breedy, is a Corporate, Funds and Financial Services lawyer and Managing Director of Breedy Henderson. She has 30 years of experience working in private practice, investment banking and at a multi-family office. Rosalyn has a particular interest in financial regulation, and financial policy work alongside ESG, diversity and inclusion and she regularly writes and speaks on these matters.

Rosalyn is a non-executive director of Abdrn Smaller Companies Income Trust plc, Artorius Wealth Ltd,   Lanware Ltd  and Greengage Global Holding ltd. Chairman of the Milltrust International Advisory Council, sponsor of the Climate Impact Asia fund. Additionally, she is a member of the Chartered Institute of Securities and Investment Integrity and Ethics Committee, a member of the Advisory Council to Black Women in Asset Management and an Associate fellow Said Business School, Oxford University.

Ruben Vardanyan is an evolutionary visionary who, for over 30 years, has brought together people with different backgrounds, experiences and capabilities to implement partnership projects that transform the socio-economic environment. He and his family, together with a diverse group of partners around the world, have made more than $1.5 billion in commercial and philanthropic investments in global education, healthcare, the Sustainable Development Goals (SDGs), humanitarian issues, succession and philanthropy. Ruben’s track record includes many projects that have brought together a wide range of participants and have had a tangible social and economic impact at the local and global levels.

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.

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.

Steve is an innovator and thought leader in the global financial services industry. He has built leading MFOs and asset management firms and has advised industry leaders and UHNW families and family offices for over 30 years. Prior to PKFOD, Steve was the Head of Family Wealth Advisors, the first global MFO in the U.S. and a division of Bank of the West | BNP Paribas, where he served on the Bank’s Senior Management Committee. He is also the founder of The UHNW Institute. Steve previously served as the CEO of Silver Bridge, President of Atlantic Trust, President of Chase Global Asset Management and he also held senior positions with Fleet, Mellon Bank, and KPMG.

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.

Wade Balliet brings 23 years of experience in the investment and trust business. As Executive Vice President, and Chief Investment and Fiduciary Officer for the Bank of the West Wealth Management Group, Wade oversees the Global Investment Management & Fiduciary Solutions (GIFS), and is a member of the International Asset Allocation Committee and the BNP Paribas Equity Committee. He is also a voting member of the Investment Strategy & Advisory team, and chairs the Risk & Asset Management Committee, and oversees all fiduciary activities including risk, compliance, and legal, for GIF.  He has a Chartered Financial Analyst (CFA) designation and is a member of the Colorado CFA Society, and obtained his bachelor’s degree in financial management from the University of North Dakota.

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 speak French, English, Spanish and Dutch.