The WealthBriefing WFG Awards Acclaim 2023

ACCLAIM RECOGNISING LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY THROUGH THE WealthBriefing AWARDS PROGRAMME

The Second Annual WealthBriefing Wealth For Good Awards Winners 2023

July 2023

RECENT RESEARCH OUTPUT Why Wealth Managers are the Ultimate Private Market Matchmakers (in partnership with Hywin Wealth & VP Bank) This report tackles both the supply and demand for private market opportunities in both the Asia-Pacific region and globally, a topic which will continue to be hugely important for the wealth management industry as H/UHNWs seek enhanced returns and diversification in a challenging investment environment and billions of “dry powder” await deployment.

External Asset Managers in Asia - New Directions for Rapidly-Expanding Sector (in partnership with UBS) Our second annual report examining the growth of Asia’s EAM sector, covering both the powerhouses of Singapore and Hong Kong, and emerging markets like Thailand and the Philippines. This study looks at the growth prospects for independent advisors in the round as they seek to tap the region’s booming wealth and growing client acceptance of the EAM model.

Family Office Focus: An Update of the Industry's Efficiency in Accounting and Investment Analysis (in partnership with FundCount) A deep dive into the key technological and operational challenges facing family offices in their accounting and investment analysis activities. Based on surveys and interviews among family offices managing over $72

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billion in assets, this is an invaluable benchmarking tool for the sector which presents fascinating insights into future developments from a range of industry experts.

highly attractive target client group. Yet, they remain an underserved one in many senses in spite of their growing financial power and pronounced need for professional advice. Our second report examining women’s specific needs presents truly actionable insights drawn from interviews with H/UHNWIs and their advisors right across the region.

Applying Artificial Intelligence in Wealth Management - Compelling Use Cases Across the Client Life Cycle (in partnership with Finantix & EY) This comprehensive report identifies elements of the institution and advisor’s workloads that are ripe for AI amelioration, and points the way for firms seeking to maximise the competitive advantages offered by new technologies. AI experts and senior industry executives enrich each chapter, answering crucial questions on risk, KYC/AML, compliance, portfolio management and more.

Technology & Operations Trends in Wealth Management 2022 (in partnership with SS&C Advent) This succinct yet wide-ranging report shines a light on both macro and micro trends, beginning with industry growth sentiment and ending on operating model evolution, taking in every key area of development in between. It brings together datapoints and candid comments senior executives at leading consultancies across the world’s major wealth markets to create an invaluable peer benchmarking tool.

Virtuous Circles: Sustainable Family Governance Models in an Evolving Environment (in partnership with Jersey Finance) Essential reading for UHNWs and their advisors, this report unites the findings of a global survey of practitioners and the views of a panel of experts drawn from leading firms, but perhaps most interestingly of all, the paper features a wealth of real-world examples illustrating what forward-thinking families are doing to create lasting legacies.

Technology Traps Wealth Managers Must Avoid 2022 (in partnership with EY) With EY providing the overview, this report draws on the front-line experience of many of the technology sector’s biggest names, in recognition of the fact that they are the ones going in to solve wealth managers’ most pressing problems and have typically seen the ramifications of firms’ choices play out numerous times – not to mention in various contexts globally.

Winning Women in Asia-Pacific (in partnership with VP Bank & Hywin Wealth) Asia-Pacific’s wealthy women represent a

WHY WEALTH MANAGERS ARE THE ULTIMATE PRIVATE MARKET MATCHMAKERS

2022 FAMILY OFFICE FOCUS:

An Update on the Industry’s Efficiency in Accounting and Investment Analysis

WHY WEALTH MANAGERS ARE THE ULTIMATE PRIVATE MARKET MATCHMAKERS

APPLYING ARTIFICIAL INTELLIGENCE IN WEALTH MANAGEMENT:

EXTERNAL ASSET MANAGERS IN ASIA

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COMPELLING USE CASES ACROSS THE CLIENT LIFE CYCLE

NEW DIRECTIONS FOR A RAPIDLY-EXPANDING SECTOR

WINNING WOMEN IN ASIA-PACIFIC Insights for wealth managers direct from female clients

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2022

3rd EDITION

TECH & OPS TRENDS IN WEALTH MANAGEMENT

KEY DEVELOPMENTS EXPLAINED BY TOP INDUSTRY EXPERTS

Now in its Tenth Annual Edition

Expert guidance on strategy, selecting solutions and implementation

Virtuous Circles:

Sustainable Family Governance Models in an Evolving Environment Sponsored by

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Foreword TOM BURROUGHES Group Editor, WealthBriefing The WealthBriefing Wealth For Good Awards, now an established part of our programme of global awards, highlights the striving for excellence in how the industry seeks to put clients’ values into action. In turbulent times, the focus on sustainability, impact, and philanthropy remains sharp. These awards draw attention to the outstanding individuals and teams in this space.

The way that HNW individuals and their advisors can deploy capital, ideas and energy to try to solve some of the world’s problems isn’t always sufficiently recognised.

But these awards attempt to ensure this changes.

Contents WEALTHBRIEFING WEALTH FOR GOOD AWARDS JUDGING PANEL ....................................................................................

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In a business that is ultimately about people, we know reputations, trust and commitment are important. The awards are a great way for industry figures to give an example of how their work is recognised and respected; they’re also valuable marketing and branding tools.

And awards are also important for morale, helping to motivate people who work hard to turn ideals into reality.

INTERVIEWS: BNP Paribas Wealth Management ..................................................... 7 Earth Capital Ltd ................................................................................ 9 Finfox ................................................................................................. 11 Foundation Source ............................................................................. 13 Indosuez Wealth Management ......................................................... 15 Investec .............................................................................................. 17 Itriom Limited ................................................................................... 19 LGT Private Banking ........................................................................... 21 Prism the Gift Fund ............................................................................ 23 Raymond James Investment Services ................................................ 25 REYL Intesa Sanpaolo ........................................................................ 27 SG Kleinwort Hambros ...................................................................... 29 Societe Generale Private Banking ...................................................... 31 Stewardship ....................................................................................... 33 Sugi ..................................................................................................... 35 TRIREC ................................................................................................ 37 Veris Wealth Partners ........................................................................ 39

And it is people – their quality, passion and focus – that makes the business of using wealth for good happen.

WEALTHBRIEFING WEALTH FOR GOOD AWARDS WINNERS IN FULL ................................................................................. 41

At the core of the awards are our judges, and we thank them for their diligence, professionalism and passion for the subject in drawing up a list of winners. We also thank those who enter the awards, take the trouble to explain their approaches and philosophy, and to those who organise these awards and bring them to fruition.

OVERVIEW OF THE PHILANTHROPY, IMPACT AND ESG SECTOR Whatever the vagaries of financial markets and the difficulties caused by war in the Ukraine, geopolitics and aftermath of a pandemic, there’s little doubt that using wealth to improve the state of the world has never been more important.

In the area of environmental, social and governance (ESG) investment, this field continues to grow, although arguably the “easy” part – getting awareness up – has been done, and the harder stage of delivering results becomes more important.

According to Bloomberg, global ESG assets are on track to exceed $53 trillion by 2025, which is more than a third of the $140.5 trillion in projected total assets under management.

A large chunk of ESG investing is about excluding sectors deemed out of bounds, such as fossil fuels, weapons and use of child labour. This sector is evolving: some investors prefer to engage with companies to change behaviour rather than put them on a blacklist.

ESG has had challenges with some banks and asset managers berated by regulators for “greenwashing” investments by making them out to be more environmentally “good” than reality. Another challenge is that in 2022 energy sectors, including oil and gas, outperformed some ESG portfolios as energy prices rose. In the US, there’s legal pushback against ESG mandates. Even so, high-profile business problems, bank failures and governance failings give ESG traction. There appears little significant drop in appetite for ESG funds.

On the philanthropy side, activity remains busy, although some fund-raising was constrained as markets fell in 2022 and demands for help mounted. The role of advisors is challenging, particularly in guiding donors in being realistic about what they can achieve, handling issues such as changing tax, and adjusting to different priorities of younger HNW clients. And in the field of impact investing, it remains busy.

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The Judging Panel The 2023 WealthBriefing Wealth For Good Awards programme was focused around three main category groupings: experts (individuals and teams), products and services for wealth managers and clients, and institutions of all sizes and types in the global market.

Independence, integrity and genuine insight are the watchwords of the judging process with the judging panels made up of some of the industry’s top trusted advisors and bankers.

JENNIFER AYER Principal and Managing Director, Co-Lead of Impact Strategy Tiedemann Advisors

PETER BRUCE-CLARK Founder & General Partner Kalytix Ventures

DERMOT CORRIGAN CEO smartKYC

PAUL DAS CTO ProFundCom

ROOPALEE DAVE Associate Partner EY

SABILA DIN CEO & Founder Din Consultants

CATH DOVEY Co-Founder Beacon Collaborative

KAREN ERMEL Associate Director, Responsible Investing Coutts

SIANNE HALDANE Chief Impact Officer Maanch

ELISE HOCKLEY Chief Operating Officer, Head of Investor Relations Earth Capital

MARK HUSSEIN CEO, HSBC Life (UK) and Head of UK Insurance HSBC Bank

XAVIER ISAAC CEO Accuro

NIGEL KERSHAW OBE Chair The Big Issue Group

STEPHEN METCALF Head of Sustainable Investing, BI & Asia RBC Wealth Management

REBECCA MEYER Consultant Relative Solutions

MATTHEW SPENCER Advisor Various

JAMES QUARMBY Partner Stephenson Harwood LLP

MELVYN YEO Co-Founder and Director TRIREC

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ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Clever Clover Rating To Gauge Sustainability Level

Winner • Best Bank CSR Engagement (Global Reach) • Best Bank NextGen ESG Initiative or Offering (Global Reach) • Best Bank Impact Offering (Global Reach) • Best Bank SRI Offering (Global Reach) • Best Bank Sustainability Offering (Investments) (MENA) • Best Bank ESG Internal Training (APAC) • Best Bank for ESG Portfolio (Methodology) (APAC) • Best Bank for ESG Portfolio (Performance) (APAC)

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NP Paribas Wealth Management is a leading global private bank and the largest private bank in the Eurozone with 410 bn Euros of AuM (as at 30 June). 6,800 professionals support U/HNW individuals, entrepreneurs and families, in protecting, growing and passing on their wealth. Our clients benefit from an integrated and diversified business model across the entire bank. Responsible investing is at the heart of our model and at the heart of our clients’ concerns and plays a crucial role in the transition of our economies to a more sustainable model. We remain committed to support and advise our clients, entrepreneurs, and multi-generational families in this process, combining our expertise with our clients’ influence and their desire to tackle sustainable development challenges.

Tell us how your firm advances causes such as ESG and sustainability and what sets it apart?

We are thrilled to have won these awards recognizing our impact and SRI offerings, not only worldwide, but also in key regions such as APAC and in MENA. We prioritise our clients, entrepreneurs and multi-generational families, and we focus on their expectations, leveraging our expertise across the entire BNP Paribas Group to serve their personal and professional financial needs. To advise and support our clients in their responsible investing choices, we have developed the “Clover Methodology” which rates the sustainability level of our investment offering on a scale from zero to ten clovers, regardless of the asset management company or asset class.

What steps are you taking to stay ahead of competition?

Facilitating the integration of sustainability in our business is key to our purpose at BNP Paribas Wealth Management. We have a

Eleonore Bedel Chief Sustainability Officer BNP Paribas Wealth Management

long standing commitment to the environment and society. Since 2006, we have expanded our product range, from ESG integration to impact investing and we have designed a comprehensive client journey which embeds sustainability: • In step 1 we identify our client’s ESG preferences.

• In step 2, clients define their objectives (in terms of risk, return, and impact) with their relationship manager and our sustainability experts.

• In step 3, clients can choose the level of sustainability in their investments and they can also select philanthropy solutions (ready-to-use or custom-made).

• In step 4, we propose investment solutions matching our clients’ objectives.

We will continue to adapt our offering in line with the growing consideration of sustainable development challenges in the economy, the transition of the financial sector towards sustainable finance, and related regulations.

How will this award affect your business and the views of prospective clients?

At the Second Annual WealthBriefing Wealth For Good Awards 2023, BNP Paribas Wealth Management has won seven awards including 'Best bank impact offering', 'Best bank SRI offering', and 'Best bank CSR engagement', all at global level. Our main strength is the incredible dedication to our clients that our teams have shown to address sustainability challenges. These awards reflect our commitment in driving impact and sustainability measures in all aspects of our business and in our investment strategies. These recognitions encourage us to go further.

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ESG To Become Mainstream Investment Approach Elise Hockley - COO & Head of Investor Relations Avent Bezuidenhoudt - CEO Kay Nelson - Financial Controller Earth Capital Ltd

Winner • Women in Wealth For Good (Europe)

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arth Capital Limited (ECL) is a female-led UK-based early-stage growth equity investment manager. ECL invests in UK and European cleantech companies that either mitigate the effects of climate change or accelerate the transition to net zero. Our investment approach is underpinned by the need to navigate a social and ecological transformation to a just, sustainable, and prosperous society.

With a diverse team of experienced professionals and gender equity at board level, we manage a growing portfolio of assets in the energy, food and water sectors and have a pipeline of exceptional impact investment opportunities.

Please tell us how your firm advances causes such as ESG and sustainability and what sets it apart?

By selecting sustainable development as our investment theme, we not only protect and enhance value but also address environmental and societal changes. We firmly believe that these efforts can deliver superior financial returns, and our impressive revenue growth across our portfolio attests to this success.

One key factor that sets us apart is our approach to investing.

We integrate a performance-focused philosophy that includes ESG metrics throughout our investment process and the entire business cycle. This ensures that we consider environmental and social impact alongside financial performance, making holistic investment decisions. Our proprietary Earth Dividend™ tool allows us to measure the comprehensive impact of potential investments. It helps us to identify areas for further sustainability improvements and provides us with valuable insights that guide our decision-making.

Importantly, we believe that the "S" (social) aspect of ESG is equally significant and so evaluate companies' employee policies,

community engagement, and broader societal impact.

Please describe the challenges you needed to surmount to reach your standard.

Shifting industry mindsets toward sustainable investing has been a hurdle, requiring education for both our team and investors. Measuring environmental and social impact demanded research and expertise, and led to the development of our Earth Dividend™ tool.

Despite the growing recognition of ESG factors, some stakeholders still hold scepticism towards sustainable investing.

Overcoming these preconceptions and demonstrating the financial viability and positive impact of our approach has required effective communication and thought leadership. Our success reflects the team’s resilience and unwavering commitment to our core principles.

Looking ahead, how do you see the investment trends develop over the next 5-10 years?

Looking ahead, we anticipate that the trend of sustainable investing and ESG-focused investment will continue to gain momentum and evolve significantly over the next 5-10 years.

Sustainable investing will continue its trajectory towards becoming a mainstream investment approach as more investors incorporate ESG factors into their investment decisions as awareness of the financial materiality of ESG risks and opportunities continues to grow. There will be a significant emphasis on investing in climate solutions and the transition to a low-carbon economy. We expect social impact considerations to also continue to grow, with investors increasingly focused on diversity, equity, inclusion, and social inequalities.

Finfox. The award-winning software solution for hybrid investment advice.

The wealth management of the future is both personal and digital.

In other words: hybrid. Automated and standardized for the bank, yet perceived as individualized by the client. Supporting client engagement at all touchpoints, effectively conveying the value-add to the client.

Welcome to Finfox. Investment advice redefined.

Find out more

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Embracing Sustainable Investment Practices With Finfox Please tell us how Finfox advances causes such as ESG and sustainability and what sets it apart?

Finfox is a software for hybrid investment advice, developed in Switzerland. Our solutions are a digital transformation enabler for banks, advisors and their clients and advance ESG and sustainability in an impactful way. We offer a comprehensive integration of ESG principles into products, services and underlying advisory processes, empowering banks to implement their ESG philosophy throughout their offerings.

Andreas Borg CEO Finfox

Finfox efficiently adheres to regulatory requirements, thus providing bank advisors with the flexibility to focus on personalized investment advice. As a result, investment clients benefit from tailored solutions that precisely meet their preferences, values, and requirements. What sets Finfox apart is the effortless and seamless integration and promotion of ESG in the advisory process and investment decisions.

What steps are you taking to stay ahead of competition?

The cornerstones of our philosophy include a close collaboration with our client banks through co-creation processes, fostering a strong relationship and ensuring that our solutions align with their specific needs.

User testing plays a crucial role in Finfox's approach, allowing for a client-centric focus by gathering feedback and refining products and services accordingly.

Winner • Best ESG Reporting Solution (Switzerland & Liechtenstein) • Best Technology Enabled ESG Service (Switzerland & Liechtenstein) • Best Implementation of an ESG Solution (Switzerland & Liechtenstein)

Additionally, Finfox maintains a vigilant watch on market developments and is frequently sought after as a trusted advisor to conduct gap analyses, refine concepts, and provide expert insights.

Describe how Finfox has managed to encourage users to support and drive forward its initiatives in the ESG space?

Firstly, our platform effortlessly adheres to regulatory requirements, whether in Switzerland and Liechtenstein or at the EU level, enabling advisors to focus on

what really counts – personalized investment proposals with an impact.

By incorporating ESG as a differentiating factor, Finfox allows sustainability to permeate all aspects of the advisory process, empowering banks to integrate it seamlessly as part of their value proposition and offering.

The flexibility of Finfox enables users to consider different dimensions of sustainability in their investments, going beyond avoiding negative impacts to achieving true positive impact through sustainable investment strategies and solutions, continuous monitoring, and transparency across all channels.

Finfox considers customer understanding and their respective preferences – especially in the context of ESG – as a key pillar to deliver personalized investment solutions. Through these aspects, Finfox encourages users to actively participate and embrace sustainable investment practices that have a positive environmental and social impact.

What challenges around ESG topics are you most focused on?

Finfox is primarily focused on addressing challenges related to the seamless integration of ESG into the advisory process and providing transparency on all ESG related aspects of investors’ investment decisions. One key challenge for our client banks is the availability and quality of ESG data (e.g. EU Taxonomy data).

Finfox tackles this challenge by accommodating different data sources, leading reporting solutions, and sustainability dimensions within the tool.

By addressing these challenges, Finfox aims to empower both advisors and their clients to navigate the complexities of ESG investing effectively.

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Changing The World Through Foundations And Charitable Assets Gillian Howell Head of Client Advisory Solutions Foundation Source

Winner • Best Innovative Solution (Americas)

Please tell us how your firm advances causes such as sustainability, racial equity, DEI and more?

It’s pretty much built into everything we do. We serve foundations, which is another way to say we’re in the business of making the world a better place through philanthropy.

We’ve been at it for more than 20 years, and today Foundation Source is the nation’s largest provider of a host of services and expertise to private foundations. With that comes an enormous amount of institutional knowledge.

All in, we support more than 2,000 foundations of all sizes representing more than $22 billion in charitable assets. Our clients’ grant-making has a tangible social impact across wide-ranging issues, such as sustainability, racial equity and DEI. Furthermore, it’s making a difference on the front lines in Ukraine, in our schools and communities. It’s improving our health, supporting our cultural centers and so much more.

When philanthropic and financial plans are coordinated, it enables more thoughtful and strategic decisions. Private foundations are an effective way to get there and are appealing to many clients because of the flexibility they offer – from the types of assets they can hold to how those assets can be invested and ultimately deployed.

What makes you stand out among your peers?

Like many other industries, technology is changing the giving landscape in exciting and powerful ways. We’re proud to be trailblazing this area with purpose-built software applications, especially with our end-to-end digital solutions for the charitable part of a family’s portfolio.

That means we can provide tailored solutions to foundations of all sizes, whether they’re just getting started or well-established.

What role does philanthropy play in the area of wealth management?

Through the combination of technology and personalised support, we support our clients with all aspects of their philanthropic journeys including forming a strategy, the execution, compliance, and tax solutions.

Quite candidly, we feel it has traditionally been underserviced. But we’re on a mission to change that by making it easier to give.

Describe how you have managed to encourage colleagues to support and drive forward what you do?

Ninety percent of affluent households are active in charitable giving. It’s one of the most demonstrative ways they express their values, effect change in the world, and build their legacies. We work with the wealth management community to see philanthropy as a core part of a balanced wealth management strategy, and we make it simple to set up and operate a private foundation.

Every company aspires to have a strong culture. At Foundation Source, we have worked hard to achieve this. Leadership plays an important part. Another is the excitement that comes with growth and success. But the bedrock of our culture is that we believe we’re doing important work, in partnership with our clients; that we’re making a difference; that we are genuinely changing the world.

WE FOCUS ON RESPONSIBLE FINANCE SO YOU CAN FOCUS ON SUSTAINABLE WEALTH.

Shaped by more than 145 years of experience supporting families and entrepreneurs around the world, Indosuez Wealth Management offers in Switzerland via its Swiss entities a tailor-made approach that allows their clients to build, manage, protect and pass on their wealth according to their goals and ambitions. In coordination with the Crédit Agricole group, their employees are committed to addressing environmental, social, and governance issues to pursue consistent progress and ceaseless value creation. Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole group and is present in Switzerland via CA Indosuez (Switzerland) SA and CA Indosuez Finanziara SA. As a whole, the Indosuez Wealth Management group is present in 10 locations and counts more than 3’000 employees.

CA Indosuez (Switzerland) SA 4, Quai Général Guisan - P.O. Box 5260 - CH-1211 Geneva 11 ca-indosuez.ch

CA Indosuez Finanziaria SA 3, Via Ferruccio Pelli - CH-6901 Lugano

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Enacting Positive Change In Wealth Management Industry Marc-André Poirier Chief Executive Officer Indosuez Wealth Management

Winner • Best Bank CSR Engagement (APAC) • Best Bank Diversity and Inclusion Programme (Switzerland)

Whom do you look to in terms of ideas and inspiration?

CSR has been at the heart of Crédit Agricole’s mission for over 20 years. Since 2019, CSR has been integrated into the Group’s entire strategy of “Working every day in the interest of our clients and society”, embodied in its Ambitions 2025 project.

with additional expertise, allowing colleagues to further promote responsible and impact-based finance and philanthropy to clients.

Indosuez also acts to preserve and promote culture in Switzerland, partnering with the prestigious Ballet du Grand Théâtre de Genève and the Association Art-en-Vieille-Ville, a collaboration between fifteen renowned art galleries and cultural institutions in Geneva.

Within Indosuez, we have very clear objectives which aim to support our clients in their environmental and social commitments beyond a purely financial approach and aid in the green transition. To achieve this, we have integrated ESG criteria into all our processes and created a full range of responsible investment solutions for our clients.

Some of Indosuez’s charitable initiatives are long term, while others are organised in response to emergencies. For example, in March 2022 the bank engaged in a project to collect much needed basic provisions for those fleeing the war in Ukraine and assisted a number of other charitable associations committed to helping refugees.

What are the main contributions do you think you bring to the wealth management industry?

You told us about your Societal Projects but can you tell us which kind of diversity programmes your firm supports within the Human Project?

Our Societal Project is at the forefront of enacting positive change within the wealth management industry and is an essential component of our corporate strategy. To achieve its ambitions, we have set up a dedicated global business line and built a comprehensive and innovative sustainable development offering.

The aim is to strengthen the product dimension of our Societal Project and to support volunteer- or foundation-led solidarity initiatives.

Since 2012, the Indosuez Foundation has financed 30 environmental projects with a high economic and social impact for vulnerable communities in Switzerland and around the world.

Through its corporate volunteering programme, Citizen Days, the bank also allows employees to volunteer for one day each year at selected charities instead of working at Indosuez. In 2022, nearly 300 employees took part in this programme.

These initiatives are catalysts for personal and professional development, and are a way to reinforce the bank’s culture of philanthropy and social impact. In addition, they provide Indosuez

Diversity is at the heart of our Human Project and is enshrined in our Equal Opportunities Charter. We have initiatives to raise awareness of the importance of gender diversity in management bodies, and a leadership mentoring programme, which is set to be renewed in 2023. Our female employees benefit from a comprehensive training plan, and since 2021 we have set up a development programme for early-career women. At the end of December 2021, 30% of Indosuez’s senior management were women, evidencing the relevance and effectiveness of its proactive gender strategy.

What position would you like your firm to hold in its sector in five years’ time?

Our goal is to become the preferred socially responsible employer in the wealth management industry. To that end, we are making every effort to provide our employees with a working environment where high standards and performance go hand in hand with trust, development and respect.

Know where life can take you Investec is proud to be recognised as the winners of the Best Bank Diversity and Inclusion Programme category at the Wealth For Good Awards 2023.

With our hands-on approach to financial planning and tailor-made investment solutions we can ensure you have the freedom to fulfil your goals.

With investment your capital is at risk.

investecwin.co.uk national Clients Member firm of the London Stock Exchange. Authorised and regulated by the Financial Conduct Authority. Investec Wealth & Investment Limited is registered in England.

Registered No. 2122340. Registered Office: 30 Gresham Street, London EC2V 7QN. Offices at Belfast Birmingham Bournemouth Bristol Cheltenham Edinburgh Exeter Glasgow Guildford Leeds Liverpool London Manchester Sheffield.

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Investec Consciously Creating An Inclusive Culture Please tell us why Diversity and Inclusion is important to your firm and how your firm advances in this space.

Our people are our business. We want them all to feel celebrated for who they are and valued for what they contribute.

So, we aim to create an inclusive culture where everyone can bring their whole selves to work.

We genuinely believe that in a high-performance culture, everyone must be able to participate freely. So, we make belonging, inclusion, and diversity a priority, not just a ‘nice-to-have’.

Ajit Menon Head of People and Organisation Investec

"We genuinely believe that in a high-performance culture, everyone must be able to participate freely. So, we make belonging, inclusion, and diversity a priority, not just a ‘nice-to-have’."

What steps are you taking to stay ahead of the competition in this region?

We’ve made multiple commitments to inclusion. We’re proud members of the Diversity Project and the Business Disability Forum, and we’re signatories of the Race at Work Charter and Women in Finance Charter, among others.

Winner • Best Bank Diversity and Inclusion Programme (Global Reach)

We also run numerous programmes to encourage dialogue and celebrate the value of Belonging, Inclusion and Diversity. One of these is the BID Champion programme, which we use to gather insights into our colleagues’ experiences and hear their ideas, and solutions. A cross-section of employees are equipped to act as ambassadors for an inclusive culture, to raise awareness, and to positively influence across the company in a way that benefits all of us.

Describe how you have managed to encourage colleagues to support and drive forward what you do in this space.

Creating an inclusive culture is a responsibility we all share, so we

encourage all our people to speak up and have courageous conversations.

We know this isn’t always easy, so we provide safe spaces for affinity groups to connect through four employee networks: the Multicultural Network, Gender Balance Network, Young Minds and the Pride Network. They raise awareness of pertinent topics through dedicated groups, newsletters, events and campaigns.

What kind of challenges around Diversity and Inclusion are you most focused on and why?

Diversity hasn’t always been prioritised within financial services, and we want to change that. This isn’t just a matter of demographic descriptors; it’s about diversity of identities, cultures, perspectives, and approaches. Inclusion needs to recognise all types of differences, so everyone has a voice.

We actively champion policies that enable us to recruit and support individuals with a range of backgrounds and experiences.

How do you hope receiving this award will affect your business and the views of prospective clients?

Being awarded 'Best Bank Diversity and Inclusion Programme' at the WealthBriefing Wealth For Good Awards 2023 is a testament to our commitment to consciously creating an inclusive culture. We're proud to be recognised for celebrating people’s individuality and fostering an environment where it’s easy for people to be themselves.

"We're proud to be recognised for celebrating people’s individuality and fostering an environment where it’s easy for people to be themselves."

We hope it encourages people of all walks of life to reach out and start conversations, whether they want to join us as an employee or as a client.

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Global Impact Platform To Shape A Better World Matthew Millard-Beer Founder and CEO Itriom Limited

Winner • Best Sustainability and ESG Thought Leadership (Global Reach) • Outstanding CEO, Pursuing Wealth For Good (Global Reach)

Please tell us how your firm advances cause such as ESG and sustainability and what sets it apart?

Looking ahead, where do you see the trend of such investment ideas going over the next five to 10 years?

Itriom is the global impact platform helping leading families shape a better world. Globalisation, digitisation and a $68 trillion multi-generational wealth transfer are huge changes leaving family offices struggling to adjust. Itriom accelerates the family’s journey towards sustainability through our platform and services that connect the family’s values with the most relevant Sustainable Development Goals (SDGs), allowing us to develop a charter and initiatives that deliver lasting impact. We go beyond mere compliance, focusing on meaningful sustainability impact and leading the way towards achieving long-term ESG and SDG goals. This sets us apart from existing offerings and positions us as a leader in sustainability and ESG thought leadership.

We foresee a significant growth in ESG and sustainability investment over the next five to ten years. We see greater focus on the line of sight between action and impact; and ESG investments forming part of a values driven portfolio. Some 93 per cent of family office respondents believe ESG principles are a key consideration for investment priorities, highlighting that more private sector wealth is being directed towards sustainable investments and philanthropic causes. With the current funding gap standing at $5-7 trillion annually, engaging even a fraction of the private sector wealth transfer has the potential to make a substantial impact on international development. We believe that sustainable investments will become the norm rather than the exception, and we aim to capitalise on this trend by leading the way in reshaping the global landscape through our sustainability services.

What kind of challenges around ESG topics are you most focused on and why?

One of the key challenges we focus on is increasing the engagement of the next generation with family leadership, and their own future responsibilities. We believe that involving the next generation is crucial, so the family evolves towards long-term legacy. By bridging the generation gap through an intuitive platform, we promote better relationships and ensure a seamless transition of values and purpose. Our focus on addressing this challenge stems from the understanding that the next generation's involvement is essential to driving sustainable change and shaping a better future.

What steps are you taking to stay ahead of the competition and in this region?

We are one of the first in this space to create a platform that brings family offices together with access to sustainability and next generation services. We understand how family offices will deliver impact beyond their own portfolios. Families are brands in themselves, and we help deliver a strong brand. Collaboration lies at the heart of what we want to do. Through effective collaboration impact can be unlocked. Our platform provides a holistic view of impact and sustainability, essential for decision making and meeting climate goals.

© LIECHTENSTEIN. The Princely Collections, Vaduz–Vienna

Achieve a double win – for you and the environment

We see wealth creation not as an end in itself, but as a means to achieve broader goals. We help you to optimize your investments in terms of risk, return and impact. www.lgt.com

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Stewardship Vital To Sustainable Investment Strategies Olivier de Perregaux CEO, LGT Private Banking

Winner

L

GT is a leading international private banking and asset management group that has been fully controlled by the Liechtenstein Princely Family for over 90 years. As at 31 December 2022, LGT managed assets of SFr 287.2 billion ($310.4 billion) for wealthy private individuals and institutional clients. LGT employs more than 4900 people who work out of more than 25 locations in Europe, Asia, the Americas, Australia and the Middle East.

How does your firm advance causes such as ESG and sustainability and what sets it apart?

It is extremely important to us that our owner family is committed to sustainability as a matter of conviction and experience. For the Princely Family of Liechtenstein, sustainable and long-term thinking and action have always been at the heart of business.

Investing in the sustainable development of our economy, society and environment is a "must" in order to be successful for generations to come. That’s why it plays a critical role across all of LGT’s business areas. As a company we want to take a leading role in the fight against climate change. There are many areas where we can contribute. For example, we have committed to achieving net-zero CO2 emissions from our operations and our own investments by 2030. We have also been early to invest in innovative technologies, such as methods to remove carbon dioxide from the atmosphere.

And through our partnership with Lightrock, one of the world's leading impact investors, we can offer our clients investment opportunities that not only deliver attractive financial performance, but also promote positive environmental and social characteristics.

What challenges did you need to surmount to reach your standard?

The lack of measurability and transparency in sustainability is a major challenge. There are no legally binding definitions, and it is difficult for clients to understand their financial partner's approach to sustainability. That’s why we have developed our own LGT Sustainability Rating, which offers investors an important orientation aid and transparently demonstrates how environmentally

• Best Bank for Sustainability (GR) • Best Bank for ESG Thought Leadership (GR) • Best Bank Sustainability Offering (Investments) (GR) and socially compatible their investments are. A consistently sustainable approach is a challenge for every company. The journey is long, and the steps and adjustments required are time-consuming and costly. But thanks to our early strategic focus on these issues and our comprehensive commitment, we are well positioned to remain at the forefront of this development and to ensure that our stakeholders benefit.

What kind of challenges around ESG topics are you most focused on and why?

We invest in many areas, including the relevant research, resources, expertise, and tools. LGT has more than 40 dedicated sustainability experts worldwide, and we continue to expand our teams. The same applies to our LGT Sustainability Rating, which we are constantly optimising and refining. We need to be able to offer our clients attractive solutions that combine good investment returns, an appropriate risk profile and the promotion of environmental and social factors. And we must help them navigate this complex environment. This is why we are systematically developing and expanding our sustainable product portfolio, focusing on the targeted training of our employees and maintaining an active dialogue with our clients.

Looking ahead, where do you see the trend of such investment ideas going over the next five to ten years?

Investors will increasingly align their strategy with net zero. Not only are they becoming more aware of the importance of sustainability, but sustainable investments are also becoming more attractive from a return perspective. We also believe that our industry has a central role to play in combating the loss of biodiversity. There is a great deal of interest from our customers and a demand for products and solutions to address this. And we expect stewardship – including proxy voting and corporate engagement – to become even more important to sustainable investment strategies.

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Readers find our content on topics such as strategy, M&A, important people moves, investment management and asset allocation to be an essential resource in a fast-moving world.

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Prism’s Pivotal Role Towards A Sustainable Future Please tell us how your firm advances causes such as ESG and sustainability and what sets it apart?

Prism the Gift Fund (Prism) is a UK registered charity and Donor Advised Fund (DAF). We administer the giving of individuals, families, companies and groups who are donating significantly to charities and not-for-profits globally.

At the end of Prism’s last financial year (year end June 2022) Prism had a donation income of £115 million and distributed nearly £60 million globally.

Prism’s distributions and investment portfolio is donor-led and cause agnostic.

Therefore, the organisation is flexible and can distribute funds to any cause, anywhere in the world, as long as they are within the charitable objectives set by the UK Charity Commission. Likewise, clients can choose how they have a balance of assets in the DAF account managed and can therefore select ESG focused investors or portfolios. As well as donating to a variety of environmental and climate change charities in the UK and overseas on behalf of DAF clients, Prism has a number of Collective Funds (CF) working in this space.

Prism created the unique CF model in 2015 as a flexible and efficient alternative to setting up an operational charity whereby Prism acts as the back office administrative arm, managing compliance, governance and due diligence.

Founders of the CF can then focus on fundraising and delivering or selecting charitable programmes to support.

Whether they are working to empower Indigenous leaders, facilitating carbon sequestration through reforestation, or building awareness and fighting for climate justice, Prism’s Collective Funds are playing a pivotal role in the transition toward a sustainable future.

Describe how you have managed to encourage colleagues to support and drive forward what you do in this space?

Prism trains every relationship manager to be experts in charity due diligence, governance and compliance so that they feel empowered when liaising with charities and donors alike. Every client at Prism has a dedicated relationship manager to ensure a personable and efficient service.

Therefore, all of our team have the opportunity to get to know their clients on a deeper level. Prism encourages all employees to go to events across the private and public sector to deepen their knowledge on the charity landscape and also to better understand our donors and their giving. Prism operates a lean operation and that allows the organisation to remain agile, be creative and responsive.

Anna Josse Founder, CEO Prism the Gift Fund

How do you hope receiving this award will affect your business and the views of prospective clients?

Receiving this award will showcase Prism as a leader in Donor Advised Funds and will illustrate to both Prism’s donors and private client intermediaries the impact and strength of the operation.

"Receiving this award will showcase Prism as a leader in Donor Advised Funds and will illustrate to both Prism’s donors and private client intermediaries the impact and strength of the operation."

The hope is that it will also encourage more conversations around philanthropy between advisers and their clients and that winning this award on behalf of a Donor Advised Fund, will introduce more people to DAFs as a time, cost and tax-efficient giving vehicle.

Winner • Outstanding CEO, Pursuing Wealth For Good (Europe)

23

Personalised Financial Solutions at Raymond James, Embassy Gardens

At Raymond James, Embassy Gardens we are committed to delivering bespoke investment solutions for UK, international and US clients.

Our award-winning service is about simplifying our client’s financial journey and aligning our solutions with our clients values.

What to expect when working with us : Personalised Advice - Global Reach - Transparency - Security of Assets - Easy Communication - Knowledge and expertise - Market Trends - Long Term.

To find out how we can help you with your financial journey, get in touch. Phone 02045026181 or email RJUKEmbassyGardens@ RaymondJames.com LIFE WELL PLANNED

RISK WARNINGS: With investing your capital is at risk Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657.

Registered office: Ropemaker Place 25 Ropemaker Street London EC2Y 9LY.

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Sustainable Investing: A Transformative Force, Reshaping The Financial Landscape Please tell us how your firm advances causes such as ESG and sustainability.

At Raymond James Embassy Gardens, our unique approach lies in tailoring sustainable investment solutions to ensure long-term financial success for our clients. We honour our clients' values by investing in companies that strictly adhere to our client’s and ESG principles.

Please describe the challenges you surmounted to reach your standard.

One significant challenge was the integration of ESG and sustainability as core risk factors in our investment approach.

Veronique Morel-Kane Senior Wealth Manager and Branch Principal Raymond James Investment Services

This shift required research, education, and re-evaluation of traditional investment models. I accomplished this by establishing my own branch, Raymond James Embassy Gardens, two years ago, to freely implement this approach. This endeavour required persistence, resilience, and innovation but ultimately allowed me to provide a distinct, value-driven service for our clients.

What steps are you taking to stay ahead of competition?

Winner • Best Client Engagement (Global Reach) • Outstanding Individual Contribution in Wealth For Good (Global Reach) • Women in Wealth For Good (UK)

In understanding the DNA of future generations' investment profiles, we can cater to their unique needs. Additionally, we specialise in wealth preservation strategies across generations, implementing new and effective investment strategies for a sustainable financial future. Our dedication to innovation and personalisation sets us apart in the market.

Describe how you have managed to encourage colleagues to support and drive forward what you do in this space.

I have fostered support through open dialogue and collaboration. I have appeared in the media shedding light on the importance of sustainability in our field, sparking interest and understanding.

Additionally, I have helped organise educational sessions to enhance knowledge on the subject. This ongoing discourse and educational commitment have driven enthusiasm and active participation in the ESG initiatives, ensuring a collective contribution to sustainable finance and how it will mitigate future risks.

What kind of challenges around ESG topics are you most focused on and why?

Presently, my focus within ESG topics is particularly on the 'Social' element, especially diversity. Given the projection that 60 percent of UK wealth will be in women's hands by 2025, and considering the value-oriented nature of the new generation of investors, a shift in perspective is imperative.

We must re-evaluate the entire investment supply chain, integrating more personal, subjective elements into our investment propositions. It's not only about financial returns but also about representing the interest of this new generation of investors in their financial journey.

Looking ahead, where do you see the trend of such investment ideas going over the next five to ten years?

I envision a future where AI empowers investors with a wealth of information, increasing demands for transparency and value alignment in investment portfolios. Even though the recent market crisis led to a temporary pause on ESG, it's undeniable that these principles will become more entrenched in our lives.

The trend towards sustainable investing is a transformative force that will reshape the financial landscape, making ESG integration inevitable and an integral part of investment’s selection process.

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REYL Equips Staff Through Interactive Impact Training Sessions François Reyl CEO REYL Intesa Sanpaolo

Winner • Best Bank for ESG Thought Leadership (Europe) • Best Bank Philanthropy Offering or Initiative (Switzerland and Liechtenstein)

EYL Intesa Sanpaolo (“REYL”) is a diversified and entrepreneurial banking group, providing financial advisory services and investment solutions to private and institutional clients.

R

1. Client Outcomes In order to account for long-term sustainability risk and opportunities across all products and services, the Bank makes use of a broad range of data, systems and approaches.

The Group serves a clientele of international entrepreneurs, family offices and institutional investors through five business lines: Wealth Management, Entrepreneur & Family Office Services, Corporate Finance, Asset Services and Asset Management from its offices in Switzerland, Europe, the Middle East, Asia and Latin America.

2. Operations The Bank works to improve resource efficiency through energy use and the treatment of water and waste. It offers staff access to sustainability-focused learning opportunities and implements the risk and compliance practices required to align internal policies with external requirements.

Please tell us how your firm advances causes such as ESG and sustainability and what sets it apart?

3. Partnerships and Communication REYL has established partnerships with industry and community organisations to foster collaboration and progress on sustainability issues, while making the REYL’s impact more visible through internal and external communications.

REYL Intesa Sanpaolo favours an innovative entrepreneurial approach to ESG, placing the utmost importance on conducting its business as a responsible member of society since its very foundation. Recognising its privileged position, it promotes values of generosity and care, committed to contributing to the community in thoughtful and meaningful ways.

A recent initiative by the group, aimed at highlighting key socio-economic issues, is the launch of the Group’s independent platform, FORWARD. REYL published the second edition on Biodiversity last month in which it discussed the role of Nature-based Solutions in addressing the biodiversity challenge.

Describe how you have managed to encourage colleagues to support and drive forward what you do in this space?

REYL has structured its own impact programme in line with Swiss banking association guidelines and targets three core areas:

REYL invests in staff education to enable this transition: a series of interactive training sessions was rolled out for all staff in 2022 and a series of sustainable finance workshops are being conducted for all relationship managers in partnership with the Centre for Sustainable Finance & Private Wealth of the University of Zurich.

Looking ahead, where do you see the trend of such investment ideas going over the next five to ten years?

REYL Intesa Sanpaolo expects that the future will be increasingly shaped by the transition towards an economy that is low-carbon, socially inclusive and energetically frugal in terms of resources.

Guided by a science-based ‘systemic view’ of the world which understands how society, the environment and the markets are interconnected, REYL is committed to reducing the negative impact of its activities on clients, staff, local communities and the biosphere, as well as enhancing the potential for positive impact.

SIMPLIFYING LIFE’S FINANCIAL CHALLENGES We strive to make a difference to our clients, our communities and our people.

As a responsible bank, we champion talent from diverse backgrounds. kleinworthambros.com

SG Kleinwort Hambros Bank Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The company is incorporated in England & Wales under number 964058 with registered office at One Bank Street, Canary Wharf, London E14 4SG.

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A Collective Responsibility To Build Sustainable Legacies Mouhammed Choukeir CEO SG Kleinwort Hambros

Winner • Best Bank CSR Engagement (Europe) • Best Bank Diversity and Inclusion Programme (Europe)

Looking ahead, how do you see the investment trends develop over the next five to 10 years?

Describe how you have managed to encourage colleagues to support and drive forward what you do in this space?

At SG Kleinwort Hambros, we remain focused on adapting to client needs by taking a long-term perspective.

Without our colleagues we would not be as successful in supporting our communities through CSR, nor would we have had the same level of engagement in promoting a diverse and inclusive workplace where people feel free to be themselves.

So supporting our colleagues is critical to fulfilling our collective ambition at SG Kleinwort Hambros.

Currently, the landscape for sustainable investment is perhaps led by environmentally-focused strategies and inevitably that will evolve over time. What is now seen as sustainable or “ESG” investing may soon cover a much wider range of assets and sectors.

ESG investing has grown immensely over the past decade and yet is still in its infancy as measured by the long history of financial markets.

More transparent reporting standards will increasingly help greater understanding. At our firm, we have sought to provide this information to clients for greater transparency. Data on ESG metrics is poised to become both more plentiful and standardised over time.

Our focus is to deliver client excellence across generations.

We have a collective responsibility to build sustainable legacies for future generations. With our ambition to become a leading responsible bank for client service and expertise, SG Kleinwort Hambros is dedicated to being at the forefront of this intergenerational transformation.

To further encourage our employees, we offer staff the opportunity of volunteering in several ways. They can use this time to undertake their own personal volunteering, or to contribute to the range of programmes organised by the bank. These include corporate social responsibility (CSR) employability, enterpriseand business planning workshops, to ongoing primary tutoring, adult literacy sessions, mentoring and trusteeships.

Volunteering is an excellent way for staff to not only enhance their skills but also make a difference in local communities.

VIVEZ PLEINEMENT VOS PASSIONS NOUS GÉRONS VOTRE PATRIMOINE Pour vous permettre de vous consacrer à ce qui compte vraiment, nos experts vous offrent des solutions sur-mesure en gestion de patrimoine dans plus de 1 900 agences.

privatebanking.societegenerale.com

Société Générale Private Banking est la ligne métier du Groupe Société Générale opérant à travers son siège au sein de Société Générale S.A. et de départements, succursales ou liales, localisés sur les territoires mentionnés ci-après, agissant sous la marque « Société Générale Private Banking ». Société Générale est autorisée et supervisée, en France, par l’Autorité de contrôle prudentiel et de résolution (ACPR) et par l’Autorité des Marchés Financiers (AMF), enregistrée auprès de l’ORIAS en qualité d’intermédiaire en assurance et sous la supervision prudentielle de la Banque Centrale Européenne (BCE). Ce document est communiqué à titre purement informatif et n’a pas de valeur contractuelle. Les offres de Société Générale Private Banking liées aux activités et aux informations patrimoniales et nancières dépendent de la situation personnelle de chaque client, de la législation qui lui est applicable ainsi que de sa résidence scale. De plus amples détails sont disponibles sur demande ou sur www.privatebanking.societegenerale.com. Société Générale, S.A. au capital de 1 010 261 206,25 € - 552 120 222 RCS Paris – Siège social : 29, bd Haussmann, 75009 Paris. © 2023 Société Générale et ses affiliés et liales. Crédit photo : Aurélien Chauvaud. Juillet 2023.

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Societe Generale Places Corporate Social Responsibility At The Heart Of Its Strategy

O

ne of the most positive developments in these troubled years is that we all became aware that economic development can no longer be conceived without environmental and social progress. All of us - citizens, companies, states - are called upon to change our practices and behaviours towards greater responsibility. Societe Generale Group has embodied this vision in formulating its corporate purpose:

“Building together, with our clients, a better and sustainable future through responsible and innovative financial solutions”.

Fully aligned with the Societe Generale Group, Societe Generale Private Banking places corporate social responsibility at the heart of its strategy and aims to be a responsible Private Bank of reference for its clients and employees with four key orientations: • Environmental transition, by developing positive and sustainable solutions; • Creating positive impact, aiming at being a solidarity-based private bank; • Developing a culture of responsibility; • Acting responsibly with employees.

Our goal is threefold: • Providing our clients who are sensitive to sustainable and social issues with solutions and services, integrating their expectations; • Applying within our own internal operations, what we expect from the companies we invest in (environmental impacts, diversity, etc); • Integrating transition and sustainabilityrelated risks more broadly into our operational wealth management processes and strategies, both on the investment and financing sides.

Our ambition is to be identified as one of the leading responsible European private banks.

Ensuring client satisfaction Client satisfaction is at the heart of our responsible and sustainable banking strategy. We rigorously monitor it through an annual survey that measures the level of client satisfaction and act on it.

Developing positive and sustainable solutions Societe Generale Private Banking has developed a range of investment funds incorporating a Socially Responsible Investment (SRI) approach and specifically on the environmental theme. Some of these products combine Societe Generale Private Banking’s asset management expertise with that of other renowned asset managers.

Philanthropic support for our clients As a private bank, we are convinced that we need to act as a bridge between our clients and the most vulnerable people in our society. Therefore we address the philanthropic topic when engaging with our clients. By asking them how they can contribute to a brighter future, we “plant a seed” that, most of the time, will blossom and grow. Our mission is to inspire our clients and help them build a meaningful and impactful philanthropy strategy for them and their family. We lead them in every step of their philanthropic journey including crafting a tailor-made strategy, establishing and managing a foundation, involving all the generations within the family, and setting metrics to measure the impact.

Brendan Robin Head of CSR Societe Generale Private Banking

Acting responsibly towards our employees

Winner

Human capital is one of Societe Generale Private Banking’s main resources in the service of clients’ confidence and satisfaction, which is why we strive to unite our employees around the values of the Societe Generale Group: Team Spirit, Responsibility, Innovation and Commitment.

• Best Bank for Sustainability (Europe) • Best Bank Philanthropy Offering or Initiative (Europe) • Best Bank SRI Offering (Europe)

Giving made simple Stewardship’s Philanthropy Services team offers expertise in Donor Advised Funds and Christian charities.

Supported by in-house specialists, the team provides a highly personalised service. It also offers its innovative Donor Advisory Board for facilitating input from family, friends and trusted advisers in philanthropic development and grant making decisions.

CO NTAC T TH E TE A M +44 (0)20 8418 8896 philanthropy@stewardship.org.uk

Services include: • Donor Advisory Board • Investment portfolio options • Social impact investing • Legacy and estate giving • Research services • Tax-efficient international grant making

Find out more

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Facilitating Generosity To Create Positive Impact Ruth Jackson Campaigns and Communications Manager Stewardship

Winner Stewardship’s Philanthropy Services Team

S

tewardship is a Christian charity whose mission is to facilitate generosity for the purposes of creating positive impact in the world. We support over 30,000 donors, including over 800 philanthropists, who give more than £85 million ($107.9 million) a year to over 12,000 charitable causes.

Since it was established in 2019, the Stewardship Philanthropy Services team has created an impressive track record of enabling maximum impact for its major donors using the Donor Advised Fund (DAF) model. Its highly bespoke and innovative suite of services includes social impact investing, legacy and estate planning, international grant making, research and its unique Donor Advisory Board.

Please tell us how your firm advances causes such as ESG and sustainability.

Last year we launched a new investment policy to help us steward the funds we manage as ethically and sustainably as possible.

This new policy applies the “Bull’s Eye Approach” as shown in the diagram below: Church and Ministry Investments (Tier 1) Impact Investments (Tier 2) ESG Investments (Tier 3) Other Client NIO's and Cash (Tier 4)

We proactively seek to make investments that maximise the impact that can be achieved in Tiers 1 and 2 of the Bull’s Eye. This increases the positive impact that can be achieved from the generosity of our donors in addition to the gifts that are granted to churches and charities.

• Best Philanthropy Initiative or Offering (UK)

Through a responsible and impactful investment approach, funding and capital are being directed to a broader range of organisations to support missional, social and environmental objectives. Longer term, any return on capital generated by these investments can be recycled into further investments or enable more grants to be made in the future.

What steps are you taking to stay ahead of competition?

We believe our growth is primarily due to the generosity of our clients, underpinned with collaboration, innovation and excellence of our service delivery. Our goal is to come alongside our major donors and their advisers as partners, tailoring our offering to suit their needs so they are released from the complexities of making larger gifts to focus on connecting to the causes they care deeply about and creating a legacy with impact from day one.

A particular example of innovation has been the launch of our pioneering Donor Advisory Board service, which supports givers by creating a board structure to involve trusted third parties.

How will this award recognition affect your business?

We were particularly delighted to receive this honour as the Wealth for Good Awards foci on ESG and impact align so well with our ethos; we steward our resources in line with ESG principles and we are passionate about using the DAF model to help our major donors make a tangible difference to the causes close to their heart. Our in-house expertise means we know how to collaborate with donors’ advisers to ensure their giving is an efficient and effective part of their overall wealth management strategy.

This award is an endorsement of our collaborative and supportive approach that we hope will encourage more advisers to consider both the DAF model and a partnership with Stewardship.

Do your clients want more from ESG? 4x award-winning climate insights and impact management for high net worths

Email sales@sugi.earth Visit sugi.earth/wealthmanagers

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Sugi Provides Climate Insights And Carbon Impact Management Josh Gregory Founder and CEO Sugi

Winner • Best ESG Reporting Solution (UK) • Best ESG Data Solution (Europe) • Best Innovative Solution (Europe) • Best Implementation of an ESG Solution (Europe) Please tell us how your firm advances causes such as ESG and sustainability and what sets it apart?

Sugi helps wealth managers and private banks bring climate insights and carbon impact management to their HNW and UHNW clients. Wealth managers can use our award-winning public-facing app or integrate our data into their existing reporting platform, via API. With our current wealth manager client base, we are on track to save 10,000 tonnes plus of carbon emissions this year.

A number of factors set us apart from ‘just’ a fintech or data company. Firstly, we source best-in-class underlying environmental data, to which we apply our own screening for accuracy and proprietary algorithms, to build climate metrics from the ground up. Secondly, responding to the diverse investments that family offices and HNWs hold within their portfolios, we cover a broader and deeper range of investment products than our peers, stretching across conventional assets into multi-asset funds, credit and commodities. Thirdly, our team has a highly unusual and comprehensive set of expertise spanning private markets and carbon finance, helping us speak to wider problem scenarios faced by family offices. Finally, to reflect the complexities of this particular sphere, we work closely with clients to help them communicate to their teams and to their end clients. Last year saw over 200 percent revenue growth, both on the data and the carbon side.

What kind of challenges around ESG topics are you most focused on and why?

Non-professional investors have historically lacked clear and transparent information on the impact of their portfolios.

Sugi was founded to remove the various layers of opacity - but bringing greater detail and quantification creates its own challenges.

For example, the average carbon footprint of a UK citizen is around 12 tonnes per year. That’s roughly equivalent to a portfolio of £20,000 invested in the S&P 500. When you’re dealing with £1m+ investment portfolios, even those that are investing in ‘green’ are likely to have a large carbon footprint.

But is 700 tonnes so much worse than 600 tonnes? We provide context and comparisons within our platform, so wealth managers and their clients can easily understand the climate impact of an investment portfolio.

Looking ahead, where do you see the trend of such investment ideas going over the next five to 10 years?

Biodiversity is emerging as an important area of impact that corporates and financial institutions will soon need to analyse and report on. In turn, we expect it to become an area of increasing concern for investors.

As with carbon, markets for nature/biodiversity credits are evolving - and it will be interesting to see how they respond to the challenges of preserving specific ecosystems. We are constantly expanding our datasets and we will be looking to help family offices and UHNWs engage with the impact on the biosphere of their investments, using intuitive metrics and via credits, which can complement existing philanthropic activities.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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Driving Positive Impact For Climate Change Melvyn Yeo Founding and Managing Partner TRIREC

Winner • Best ESG Thematic Fund (Global Reach) • Best Sustainability and ESG Thought Leadership (Global Reach)

Please explain why you think your firm has been able to achieve a high level of success?

Where in the world do you operate – are you mainly a domestic player or international?

For decades, visions of possible climate futures have been anchored by scientific research, highlighting the urgent need for collective action and solutions to mitigate the impacts of climate change.

TRIREC’s visionary approach knows no borders as we strategically expand our global presence. In the near future, we plan to set up a satellite office in the US, immersing into one of the most dynamic startup and venture capital ecosystems worldwide.

TRIREC is a Singapore-based venture capital firm, with a vision and clarity of thoughts to address global environmental challenges with resolute purpose. Through purposeful investments, TRIREC has achieved notable success, with three portfolio companies attaining unicorn status.

Our endeavours to tap into the flourishing APAC market are also gaining momentum. Recently, we formed a strategic partnership with a leading New Zealand seed stage deep-tech venture capital firm, combining our unique strengths to unlock innovative opportunities that shape the future of our environment.

Spanning transportation and mobility, food and agriculture, industrial, buildings and energy sectors, TRIREC’s 20 portfolio companies are driving transformative change and our soon to be launched third fund will further catalyse it. Selecting companies to invest in is a blend of art and science.

Furthermore, we are on the verge of unveiling a joint venture fund with one of Thailand’s largest energy corporations, solidifying our commitment to drive the decarbonization agenda and capitalize on the evolving environmental landscape. These longstanding partnerships not only set the pace but also differentiate us, with the TRIREC network serving as a bridge.

While there is no set formula, choosing the right custodian for your capital is undeniably one of the most vital considerations in the investment process. We have curated a holistic due diligence process that goes beyond examining the decarbonization impact of potential investments. As a venture capital firm, our unwavering commitment extends beyond funding; it serves as a catalyst in driving the ecosystem.

TRIREC establishes collaborative partnerships with research institutions, industry leaders, and government entities to enable the identification of innovative solutions as well as empower entrepreneurs to scale beyond the borders.

What are your ambitions for the business?

TRIREC’s ambition is for our impact on the community to reach far beyond financial investments and shape the way people live their lives. This esteemed award serves as a heartfelt validation of our unwavering passion and in fostering robust partnerships with our stakeholders and partners.

Collectively, we are resolute in our mission to drive a profound, positive impact on climate change, working tirelessly to propel the new world, the world that will be what we make it.

At TRIREC, we are entrepreneurial at heart, collaborative by nature, guided by integrity, driven to succeed.

WINNER Outstanding Individual Contribution in Wealth for Good — Veris Co-founder & CIO Michael Lent Best Diversity and Inclusion Program Best ESG Communication Strategy

Veris Wealth Partners aligns portfolios with financial goals, values and missions.

Foundations and Endowments Individuals and Families Veris is an independent firm with a 100% focus on impact & ESG investing.

veriswp.com

For the Outstanding Individual Contribution in Wealth For Good category, judges considered the nominees’ vision, commitment, and achievements. For the Best ESG Communication Strategy (Americas) category judges looked for evidence of the firm’s commitment to ESG and efforts to communicate the genuine, meaningful, and measurable impact that can be achieved through ESG investing. For the Best Diversity and Inclusion Programme (Americas) award, judges looked for evidence of Diversity, Equity, Inclusion and Belonging influencing all aspects of work at the winning firm including company culture, vendor selection, and investments.

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Utilize Financial Markets To Create A Just, Equitable, Sustainable World Michael Lent Co-Founder & CIO Veris Wealth Partners

Winner Please tell us how your firm advances causes such as ESG and sustainability and what sets it apart?

Veris is an impact wealth management firm managing about $1.79 billion in assets as of March 2023. We serve as investment consultants for endowments and foundations and as wealth managers for high net worth individuals and families. Veris constructs custom investment policies, strategies, portfolios, and reporting based on each client’s values, mission, and financial goals. We believe investors do not need to give up performance by incorporating their values or mission in portfolios.

Our vision is to create a more just, equitable, and sustainable world, and our mission is to utilize financial markets to direct capital to sustainable and regenerative endeavours. We seek impact across asset classes and our impact themes are Racial and Gender Equity, Community Wealth Building, Climate Solutions & the Environment, and Sustainable and Regenerative Agriculture.

What challenges around ESG topics are you most focused on?

On the policy front, Veris advocates for a standardized regulatory framework for ESG investing because the variability of data reported by different companies and managers within public markets can make it difficult to compare impact outcomes. Our firm is also working to defend the value of ESG against those who aim to restrict investors' ability to align their portfolios with their values, which we see as an attack on investors' rights.

Emphasizing equity, diversity, and inclusion (EDI) in investment is crucial to Veris. We championed Gender Lens investing early and expect our investment managers to integrate EDI into their company cultures and investment processes.

• Best Diversity and Inclusion Programme (Americas) • Best ESG Communication Strategy (Americas) • Outstanding Individual Contribution in Wealth For Good (Americas)

We scrutinize our firm the same way we evaluate our managers and work to enhance EDI in our practice.

We prioritize innovative strategies and encourage fund managers to create substantial impact. We are interested in investments addressing multiple impact themes, such as climate justice as an example. We think it is vital to transition to a net-zero environment and ensure those most affected by climate change, primarily low-income communities of color, also benefit and have their concerns addressed in this process.

How will these awards affect your business and the views of prospective clients?

It validates what I have been doing for 30 years and what Veris has been doing for 16. We think it is important to elevate the practice and practitioners of impact investing and managers that are incorporating environmental, social, and governance factors in their investment process.

We believe we, as a firm and as a field, need to rise to meet growing challenges related to poverty and climate change. We want to see more investment managers focused on opportunities to create authentic positive impact. Veris participates in efforts to build the field and expand the amount of assets and number of strategies built to address critical challenges. We believe investors can play a vital role in solving these challenges and that Veris can play a role in helping make that happen.

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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The Second Annual WealthBriefing Wealth For Good Awards Winners 2023 WEALTH MANAGEMENT CONSULTANTS CATEGORIES Best Sustainability and ESG Thought Leadership (Global Reach)

Best Client Engagement (Global Reach) WINNER

WINNER

Best ESG Communication Strategy (Americas) WINNER

Best Diversity and Inclusion Programme (Americas) WINNER

LAW/ACCOUNTANCY FIRM CATEGORIES Best Philanthropy Offering (Europe) WINNER

Best Sustainability & ESG Thought Leadership (APAC) WINNER

Best ESG Sustainability Impact Offering (APAC) WINNER

Best Philanthropy Initiative or Offering (APAC) WINNER

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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TECHNOLOGY CATEGORIES Best Technology Enabled ESG Service (Europe) WINNER

Best Technology Consultancy (Europe) WINNER

Best Technology Enabled ESG Service (Switzerland and Liechtenstein)

Best ESG Reporting Solution (Switzerland and Liechtenstein) WINNER

Best Innovative Solution (Americas) WINNER

Best ESG Reporting Solution (UK) WINNER

Best ESG Screening Solution (Global Reach) WINNER

Best ESG Reporting Solution (Europe) WINNER

Best Implementation of an ESG Solution (Switzerland and Liechtenstein)

WINNER

Best ESG Reporting Solution (Global Reach) WINNER

Best Innovative Solution (Europe) WINNER

Best Technology Enabled ESG Service (Global Reach) WINNER

WINNER

Best ESG Data Solution (Europe) WINNER

Best Implementation of an ESG Solution (Europe) WINNER

Best Innovative Solution (APAC) WINNER

Maximize the Impact of your Charitable Giving.

Philanthropy is a priority for many families. In addition to determining which causes to support, there are other important decisions, including involving other family members in grant decisions, and using a charitable giving vehicle, such as a donor-advised fund or private foundation.

If charitable giving is important to you, reach out to discuss how we can help you accomplish your philanthropic goals. Contact Sid Queler at queler@fiduciary-trust.com.

Custody | NH Directed Trustee Donor-Advised Fund Program | Securities-based Lending

Contact: Rick Tyson at 617-292-6799 or tyson@fiduciary-trust.com

6 1 7. 2 9 2 . 6 7 9 9

www.fidtrustco.com

Wealth Planning | Investment Management | Trust & Estate Services | Donor-Advised Fund Program | Custody

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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TECHNOLOGY CATEGORIES (continued...)

Best Implementation of an ESG Solution (Global Reach) WINNER

PRIVATE BANKS CATEGORIES Best Bank Philanthropy Offering or Initiative (Americas)

Best Bank CSR Engagement (Global Reach) WINNER

WINNER

Best Bank NextGen ESG Initiative or Offering (Global Reach)

Best Bank for ESG Portfolio (Methodology) (APAC) WINNER

WINNER

Best Bank Impact Offering (Global Reach) WINNER

Best Bank SRI Offering (Global Reach) WINNER

Best Bank ESG Internal Training (APAC) WINNER

Best Bank for ESG Portfolio (Performance) (APAC) WINNER

Best Bank Sustainability Offering (Investments) (MENA) WINNER

NEWS

AWARDS

EVENTS

RESEARCH

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Register for a free trial

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ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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PRIVATE BANKS CATEGORIES (continued...)

Best Bank Sustainability Offering (Investments) (Europe)

Best Bank CSR Engagement (APAC) WINNER

WINNER

Best Bank Diversity and Inclusion Programme (Switzerland) WINNER

Global Private Banking

Best Bank Diversity and Inclusion Programme (Global Reach)

Best Bank for Sustainability (Global Reach) WINNER

WINNER

Best Bank Sustainability Offering (Investments) (Global Reach)

Best Bank for ESG Thought Leadership (Europe) WINNER

WINNER

Best Bank CSR Engagement (Europe)

Best Bank Diversity and Inclusion Programme (Europe)

WINNER

Best Bank Philanthropy Offering or Initiative (Europe) WINNER

WINNER

Best Bank SRI Offering (Europe) WINNER

Best Bank for ESG Thought Leadership (Global Reach) WINNER

Best Bank Philanthropy Offering or Initiative (Switzerland & Liechtenstein) WINNER

Best Bank for Sustainability (Europe) WINNER

RESPONSIBLE. SUSTAINABLE. INVESTING.

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For clients aiming to maximise impact and returns

For clients who want to invest sustainably at low cost

Why use our DFM service?

We aim to maximise portfolio returns and sustainability for your clients: 9 We have brought sustainable investing into the mainstream since 2012 9 Our diversified, multi-asset portfolios offer a complete investment solution 9 Our award-winning impact reporting helps your clients to connect their investments with their values 9 Portfolios are available in a full range of wrappers on UK and offshore platforms Learn more at:

eqinvestors.co.uk/advisers Past performance is not a guide to the future. The value of investments and the income derived from them can go down as well as up. Clients could get back less than they originally invested.

EQ Investors, Centennium House, 100 Lower Thames Street, London EC3R 6DL eqinvestors.co.uk

020 7488 7110

enquiries@eqinvestors.co.uk

@eqinvestors

EQ Investors

EQ Investors is a trading name of EQ Investors Limited ('EQ') which is authorised and regulated by the Financial Conduct Authority, No. 539422. Company No. 07223330. Registered in England & Wales at: 6th Floor, 60 Gracechurch Street, London EC3V 0HR. EQ/0920/389

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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PRIVATE ASSET MANAGER & EXTERNAL ASSET MANAGER CATEGORIES Best NextGen Initiative or Offering (Europe)

Best Sustainability Offering (UK)

WINNER

Best Sustainability Offering (Europe) WINNER

WINNER

WINNER

WINNER

Best ESG Portfolio (Performance) (UK)

Best ESG Portfolio (Methodology) (UK) WINNER

IMPACT CAPITAL

Best Sustainability and ESG Thought Leadership (Global Reach)

Best Sustainability and ESG Thought Leadership (Europe)

WINNER

IMPACT CAPITAL

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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FUND/ASSET MANAGERS CATEGORIES Best ESG Equities Fund (APAC)

Best ESG Fund Methodology (UK) WINNER

Best ESG Hedge Fund (Global Reach) WINNER

Best ESG Communication Strategy (Europe)

WINNER

Best Sustainability & ESG Thought Leadership (Global Reach) WINNER

WINNER

NOT FOR PROFITS

TRUST COMPANY

Best Philanthropy Initiative or Offering (UK)

Best Philanthropy Initiative or Offering (America)

WINNER

WINNER

Best ESG Thematic Fund (Global Reach) WINNER

Best Sustainability & ESG Thought Leadership (Europe)

Best Impact Fund Methodology (Europe)

WINNER

Best ESG Fund Performance (UK)

WINNER

WINNER

As committed to your success as you are Environmental, social and governance (ESG) considerations are being increasingly integrated into corporate strategies, operations and investment decisions. This presents challenges and complexities but also opportunities for businesses that are engaging with what is needed for the transition to a more sustainable and stakeholder-focussed economy. With our expertise across a broad range of sectors, industries and geographies, we can provide the advice you need to achieve your ESG objectives.

Scan the QR code below to look around our ESG hub to find out more about how we can help you.

For further information, please contact:

Penelope Shen Partner, Hong Kong T: +852 3166 6936 E: penelope.shen@shlegal.com

ACCLAIM | WEALTHBRIEFING RECOGNISES LEADERS ACROSS THE GLOBAL WEALTH MANAGEMENT INDUSTRY

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LEADERSHIP CATEGORIES Women in Wealth For Good (Europe) WINNER

Outstanding Individual Contribution in Wealth For Good (Global Reach) Veronique Morel-Kane

WINNER

Outstanding Individual Contribution in Wealth For Good (Americas) Michael Lent

WINNER

Outstanding CEO, Pursuing Wealth For Good (Global Reach) Matthew Millard-Beer

WINNER

Women in Wealth For Good (UK) Veronique Morel-Kane

WINNER

Outstanding Individual Contribution in Wealth For Good (APAC) Stacy Choong

WINNER

Outstanding CEO, Pursuing Wealth For Good (Europe) Anna Josse

WINNER

Women in Wealth For Good (APAC) Penelope Shen

WINNER

GLOBAL AWARDS Showcasing The Best in the Industry

Independence, integrity and genuine insight are the watchwords of the judging process.

2023

Announcements Schedule FEBRUARY 2023

WealthBriefing Swiss Awards WealthBriefing WealthTech Americas Awards

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AWARDS 2023 brought to you by

MARCH 2023

WealthBriefing Swiss EAM Awards WealthBriefing European Awards

MAY 2023

Family Wealth Report Awards

JUNE 2023

WealthBriefingAsia Greater China Awards WealthBriefingAsia Awards

JULY 2023

WealthBriefing Wealth For Good Awards

OCTOBER 2023

WealthBriefingAsia EAM Awards

NOVEMBER 2023

WealthBriefing MENA Awards

DECEMBER 2023

WealthBriefing Channel Islands Awards

For more information: + 44 (0) 20 7148 0188 (UK Office) www.wealthbriefing.com / www.wealthbriefingasia.com / www.fwreport.com