Julie Wynne | AIJA Wealth Lab | 13 October 2023
Julie Wynne, partner, will be speaking on Friday 13 October 2023 in Zurich at the next AIJA Wealth Lab.
She will participate to the panel “Can ESG and the wealth advisory come along? Discussing the good practices, challenges and the points of focus” along with Oliver Piper, Farrer & Co (moderator), Urs Landolt, a founding partner of Globalance Bank (CH), Shawntel Randi, an Associate at Nixon Peabody (USA), Andrew Douglas, Center for Sustainable Finance and Private Wealth at the University of Zurich (CH) and John Plassard, Senior Investment Analyst at Mirabaud Group (CH).
The panel will discuss whether ESG just a must-have marketing tool for savvy advisors or an actual need of the clients and exchange experiences about ESG and their perspective as to how to approach it and tackle the challenge not only when advising clients but also when clients apply ESG standards to choose their advisors.
More information here.