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Wealth & Investment Hub 2025

main stage audience

  1. What are Scope 1, 2 and 3 Emissions and How Accurate and Reliable is the Data. Now and in the Future?
    Wealth & Investment Management Hub
  2. MPS – Passive vs Active in Sustainable Portfolios
    Wealth & Investment Management Hub
    Richard Gillham
    Richard Gillham, Ambassador - Global Returns Project
  3. Articulating Sustainability to Clients with Confidence
    Wealth & Investment Management Hub
    Rohan Sivajoti
    Rohan Sivajoti, Director & Chief Revenue Officer - NextGen Planners
  4. Leading change and what comes next
    Wealth & Investment Management Hub
    Sebastian Elwell
    Sebastian Elwell, Director - Switchfoot Wealth
  5. Sustainable Investment - Where Next?
    Wealth & Investment Management Hub
    This session will explore where sustainable investment goes from here, asking both speakers and dele ...
    Julia Dreblow
    Julia Dreblow, Founding Director - SRI Services
  6. Lunch & Networking in Exhibition
  7. Sustainable Portfolios: Passive vs. Active Investing & Market Shifts
    Wealth & Investment Management Hub
    Stuart Burnside
    Stuart Burnside, Head of Product Governance & ESG Product - M&G Investments
  8. The £5 Trillion Question: Do You Know Where Your Pension Is Invested?
    Wealth & Investment Management Hub
    Nick Stoop
    Nick Stoop, Founding Partner - Pangea Impact Investments
  9. Sustainability and Financials – Frenemies or Besties?
    Wealth & Investment Management Hub
    This session will explore how investment funds and portfolios balance financial and sustainability c ...
    Julia Dreblow
    Julia Dreblow, Founding Director - SRI Services
    Ben Constable-Maxwell
    Ben Constable-Maxwell, Head of Impact Investing - M&G Investments
  10. Fund selection and SDR implementation
    Wealth & Investment Management Hub
    Lee Coates OBE
    Lee Coates OBE, Advisory Group Member - ESG Accord
  11. Navigating the Future of Ethical Finance
    Wealth & Investment Management Hub
    Harvey Knight
    Harvey Knight, Founder - Sustainable Times
  12. How Advisers Can Build Confidence When it Comes to Sustainable Investment.
    Wealth & Investment Management Hub
  13. B4NZ SME Sustainability Data Taskforce: Driving Coverage, Consistency, and Capital Allocation
    Wealth & Investment Management Hub
    In this hub session, we will reflect on the groundbreaking work of the B4NZ SME Sustainability Data ...
    Hannah Cool
    Hannah Cool, COO - Bankers for Net Zero (B4NZ)
  14. Early Stage Investment for UK Climate Innovation
    Wealth & Investment Management Hub
    Cam Ross
    Cam Ross, CEO - Green Angel Ventures
  15. Will the FCA’s new Sustainability Disclosure Requirements (SDR) deliver?
    Wealth & Investment Management Hub
    This session will explore recent sustainable investment fund rule changes, what has and has not chan ...
    Julia Dreblow
    Julia Dreblow, Founding Director - SRI Services
    Emily Pool
    Emily Pool, IFA - Happy Planet Financial Planning
  16. Sustainable Financial Planning: Processes, Communication, and Client Engagement
    Wealth & Investment Management Hub
    Sebastian Elwell
    Sebastian Elwell, Director - Switchfoot Wealth
    Julian Parrott
    Julian Parrott, Partner - Ethical Futures
    David Macdonald
    David Macdonald, Founder - Path Financial
  17. Consumer Duty in Action: Navigating Client Investment Needs & Product Selection
    Wealth & Investment Management Hub
    Nick Stoop
    Nick Stoop, Founding Partner - Pangea Impact Investments
    Richard Gillham
    Richard Gillham, Ambassador - Global Returns Project
  18. The Beginners Guide - Making sense of Sustainable Investment
    Wealth & Investment Management Hub
    This session will explore the differences between ESG and sustainable investment, what good strategi ...
    Julia Dreblow
    Julia Dreblow, Founding Director - SRI Services
    Jai Street
    Jai Street, Owner / Independent Financial Adviser - Mindful Wealth
  19. Fund selection and SDR implementation
    Wealth & Investment Management Hub
    Lee Coates OBE
    Lee Coates OBE, Advisory Group Member - ESG Accord
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