An update on global investment markets and the pros and cons of ESG (Environmental, Social, and Governance) investing; from a trustee’s perspective. 10 February 2022

Host group
Host Left
Hosted by
STEP Isle of Man
Event Type
Web Event
Date

Your presenters are Dermot Hamill, Head of Wealth Management (IoM), and Tom Richards, Investment Director; from Canaccord Genuity Wealth Management.

Dermot has extensive experience advising high net worth individuals, charities, trustees and family offices on investment strategies and the achievement of their investment goals. Dermot is a member of the firm’s offshore executive committee and also a member of the US/European Stock Selection Committee. Dermot is an economics graduate from Trinity College Dublin, an Associate of the CFA Society of the UK and a member of the CISI.

Tom manages investment strategies for Isle of Man and international clients and their advisors. His discretionary managed, advisory and stock-broking clients include private individuals, SIPPs, corporate pension schemes, companies, offshore/charitable trusts, and regulated funds. Tom holds a BA(Hons) in History from the University of York, an MSc in International Banking and Finance from the IoM’s International Business School and is a Chartered Fellow of the CISI.

Cost group
Event Cost
Pound Sterling
5.00
STEP member
Pound Sterling
25.00
Non-member
Schedule
12:30 – 13:30 GMT
Register
Contact
Beverley Martin
07624 461155
[email protected]
Add to Calendar 2022-02-10 00:00:00 2022-02-10 00:00:00 An update on global investment markets and the pros and cons of ESG (Environmental, Social, and Governance) investing; from a trustee’s perspective. 10 February 2022 Your presenters are Dermot Hamill, Head of Wealth Management (IoM), and Tom Richards, Investment Director; from Canaccord Genuity Wealth Management. Dermot has extensive experience advising high net worth individuals, charities, trustees and family offices on investment strategies and the achievement of their investment goals. Dermot is a member of the firm’s offshore executive committee and also a member of the US/European Stock Selection Committee. Dermot is an economics graduate from Trinity College Dublin, an Associate of the CFA Society of the UK and a member of the CISI. Tom manages investment strategies for Isle of Man and international clients and their advisors. His discretionary managed, advisory and stock-broking clients include private individuals, SIPPs, corporate pension schemes, companies, offshore/charitable trusts, and regulated funds. Tom holds a BA(Hons) in History from the University of York, an MSc in International Banking and Finance from the IoM’s International Business School and is a Chartered Fellow of the CISI. STEP Isle of Man STEP Isle of Man Europe/London public