Sustainable Investing and Offshore
Resilience Asset Management specialises in helping professionals assess the sustainability preferences of their clients.
Our Core Resilience and Regenerative Growth strategies are built on 15 years of sustainable investment knowledge and experience. Our purpose is to protect and grow the wealth of our clients, making a positive impact on the environment and society.
Our event will explore the changing nature of fiduciary duty, assessing the future pathways for practitioners in a world beset with climate, biodiversity, social, economic, and geo-political risks.
We will also showcase the Isle of Man’s Sustainable Finance Roadmap and explore how the island’s unique UNESCO Biosphere status can benefit international clients looking to meet their climate and biodiversity commitments.
Following a successful MBO in May 2024 Resilience provides services to international clients that want to futureproof their portfolios for current and future generations.
About the Speakers:
Greg has held senior investment management roles for over 20 years, with MitonOptimal, Capital International and as MD of Ravenscroft Isle of Man.
Greg is recognised as a leader of sustainable investment business, in 2023 he received the Isle of Man Institute of Directors Sustainable Director of the Year Award.
He is CFA Level 4 qualified, holds the Diploma in ESG Investment Management, the CFA Certificate in Climate & Investing and the STEP Certificate in International Trust Management with Distinction. He is a member of the CFA Society United Kingdom, a member of STEP and sits on the STEP Isle of Man Education Committee.
Core Resilience: In 2022, Greg completed the 85-mile Parish Walk in a time of 22hrs 10 minutes.
Kim was born and educated in South Africa and moved to the Isle of Man in 2003 where her career in financial services began. Developing strong relationships is key to the success of her 19 years of experience, which she has gained working for a major retail bank, a private bank and a large financial services group. Kim has undertaken a variety of roles including relationship management and business development of personal, corporate and fiduciary clients; focusing on their specific banking, lending and investment-related requirements.
Kim is a Chartered Member of CISI and Associate member of the Institute of Directors and holds the Investment Advice Diploma and CeMap qualifications.
Core Resilience: Kim loves the outdoors and likes to take part in the various charity walks across the beautiful island. Kim’s favourite place is the Kruger National Park in South Africa where her and her family regularly visit.
Ruben is a Partner and specialist family lawyer. He also leads JMW Signature – the firm’s cross practice offering for ultra-high net worth (UHNW) families, family offices and family businesses domestically and internationally. Prior to joining JMW in Manchester, he spent most of his career in top ranked family teams at leading City and international law firms in both London and Hong Kong.
Thomas joined JMW in 2013 and has assisted in the significant growth of JMW’s Real Estate offering whilst continuing to build his reputation and client base. He heads the Real Estate Commercial department and is a Board member of JMW.
He is a firm believer in the power of making worthwhile connections and seeking to understand how best to link these people to create new opportunities for both established clients, contacts and referrers alike
Interested In The Event?
If you’re interested in attending, you can book online here.
