• 08 Nov 2022
past

Tuesday 10:00 AM to 11:15 AM

Affluent banking and ESG: Wealth for good – a new paradigm in wealth management

ESG
Coffee

Private wealth management arena is changing. Increasingly, private banking clients realize that ESG criteria cannot be ignored and that it is not about green washing but about making sense of it and its way of building a more sustainable world for the future generations. 

Together with our guest speakers, we will have a look at the following:

  • What is your ESG ambition for Affluent banking and where do you see the main challenges in achieving it?
  • Where do you see performance of ESG investments heading and what is the perception of your Affluent customers? How about the risk side?
  • How do you measure the ESG effectiveness of your investment products?
  • What are your views on the emerging inconsistencies around external ESG data on investment products / issuers?
  • What do you see as main ESG trends shaping the Affluent banking during the next 3-5 years? 

Building on its more than 50-years experience in creating opportunities for meaningful exchange of insights, Qorus is bringing a new gathering format that will facilitate best practice sharing in a safe environment. 

The Coffee on Affluent & Private Banking together with The Sustainability & Regulation Community will inspire change and growth by bringing you conrete case studies, experts' views based on the latest research, keynote speeches, open discussions to amplify learning for all, and the possibility to engage with peers and develop your network of contacts!

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Speakers

profile picture of Guillermo Hermida Lazcano

Guillermo Hermida Lazcano

CaixaBank

ESG Specialist (Caixabank Private Banking)

profile picture of Laura Comas

Laura Comas

CaixaBank

Private and Premier Business Development Director

profile picture of Tim Rooney

Tim Rooney

MeDirect

CEO

profile picture of João Forjaz Trigueiros

João Forjaz Trigueiros

Millennium BCP

Head of Affluent Segment Strategy

profile picture of Silvia Cunill

Silvia Cunill

Qorus

Regional director

profile picture of Eva Palmborg

Eva Palmborg

NORDEA GROUP

Head of Sustainable Investments

profile picture of Peter Plochan

Peter Plochan

Qorus

Senior Community Advisor

profile picture of Bartosz Pawlowski

Bartosz Pawlowski

mBank

Chief Investment Officer

Institutions

Logo of CaixaBank Logo of CaixaBank Logo of MeDirect Logo of Millennium BCP Logo of mBank

Agenda

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