Workshop

What is a Responsible Wealth Manager?

Thursday, October 5, 2023 From 13:30 to 14:30 (CET) Centre International de Conférences Genève - Room F
Transparency & Accountability

A student-led workshop, for students to imagine the responsible wealth manager of the future. The idea is to confront the aspirations of the youth with the business realities. The goal is to push wealth managers out of their comfort zone to broaden their perceptions and develop new tools.

Speakers:

Jann Ewerhart

Group Sustainability Programme Lead - Banque Pictet & Cie SA

Jann Ewerhart is the Group Sustainability Programme Lead at Pictet, responsible for driving the Pictet Group’s strategic Responsible Vision Programme. He has led key initiatives such as the establishment of Energy Transition Convictions and setting SBTi approved science-based targets.  

Rosa Sangiorgio

Head of ESG - Banque Pictet & Cie SA

Rosa Sangiorgio is leading the Environmental Social and Governance effort for Pictet Wealth Management. She has over 22 years experience in structuring, managing and distributing traditional and responsible investment solutions for institutional and private investors globally. Prior to joining Pictet in 2020, she worked for several major European financial institutions. Since 2012, she is focusing on Sustainability and Impact Investing, most recently leading the Sustainability and Impact Investing effort for Credit Suisse Investment Management.  Rosa is a CEFA charter holder and a TEDx speaker.

Michael Urban

Chief Sustainability Strategist - Banque Lombard Odier & Cie SA

Michael Urban is Chief Sustainability Strategist at Lombard Odier Group (the Group). He joined the Group in 2020 as Deputy Head of Sustainability Research. In his current role, he supports the Group’s Managing Partners in the design and implementation of the Group’s global sustainable investment strategy. He also manages the firm’s academic partnership with the University of Oxford where he holds an Honorary Research Fellowship and a membership to Oriel College.  Prior to joining Lombard Odier, Dr. Urban was Research Associate at the University of Oxford’s Centre for the Environment where he led several research initiatives as part of a European Research Council funded project titled “Finance and Development in the 21st Century”. He has held various teaching positions at the University of Oxford and Bristol University, and worked at Pictet & Cie, where he covered thematic and socially responsible investments (SRI) funds.  Dr. Urban holds a BSc in Management from HEC Lausanne, an MSc in Environment, Politics and Globalization from King’s College London and a PhD in Economic Geography from the University of Oxford.

Camille Staudenmayer

Sustainability Specialist - Julius Baer

Christian Schilz

Head Corporate Responsibility - Vontobel

Christian Schilz is Head Corporate Responsibility of Vontobel, a global investment company specializing in wealth management and investment solutions. He has been actively contributing to the ongoing transition to sustainable development

Sara Bourhime

Deputy Head of Sustainable & Responsible Investment - Mirabaud & Cie SA

Sara Bourhime is a sustainable finance expert. Part of Mirabaud Asset Management's SRI team since 2019, she has contributed to strengthening core SRI capabilities within different asset classes. Before joining Mirabaud, Sara dived into financial and economic development as a research follow, and worked as consultant focusing on sustainability and financial inclusion. Sara holds two Master degrees in Corporate Finance (ISCAE - Morocco) and in Economics of Sustainable Development (Paris 1 - Sorbonne University), and is currently finalizing her PhD thesis in financial engineering.

Frank Wulms

Managing Director Senior Advisor - Julius Baer

25 years of international experience in the Financial Services Industry and an expert in international regulatory, policy and geo-political developments, strategy and business development. Filled several Senior Management positions in Public Affairs and Corporate Diplomacy, Strategy & Business Development as well as operational line Management, both in the Private and Public Sector. Good network to authorities and key decision makers in the financial industry in Switzerland, Luxembourg, Liechtenstein, the EU institutions and other major financial centres in Europe, Middle East and Asia. Graduated from INSEAD Executive MBA with distinction - added to the Dean's list of honor.

Alexia Breed

Head Corporate Responsibility - Edmond de Rothschild (Switzerland)

Alexia Breed is Head Corporate Responsibility of Edmond de Rothschild, a family conviction-driven investment house founded on the belief that wealth need to be used to build tomorrow.