• Uncovering client interests and priorities as they seek to do the right thing -
Holly Mackay, founder and CEO at Boring Money
• Making sense of responsible investing. What kind of investor is your client? -
Richard Romer-Lee, managing director at Square Mile Investment Consulting & Research
• Panel discussion: How are advisers meeting growing client demand for sustainable funds and integrating ESG into their investment approaches and businesses? -
Paradigm Norton, EQ Investors, Grayside Financial
Services
Dan Kemp, chief Investment officer at Morningstar
• Chance to interact with leading sustainable investment fund managers, CEOs and industry leaders from more than 25 asset managers in one place.
Singapore life insurer names group CIO, while investment director leaves research house
Aviva Singlife
The life insurance firm created by the merger of Aviva Singapore and Singlife has named Kim Rosenkilde as group chief investment officer.
He had already worked as an adviser to Singlife on its investment and risk management strategy throughout 2020.
Prior to that, Rosenkilde held several executive roles at Deutsche Bank, Merrill Lynch and ABN AMRO.
Square Mile
Investment director Jason Broomer will leave the consultancy and research house in May 2021 to take a career break.
He co-founded Square Mile in 2013 together with chief executive Richard Romer-Lee and operations director David Pickles.
Mark Harries joins Square Mile as CIO as Broomer steps down
Events
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Previously head of investment at Ravenscroft
Mark Harries established Ravenscroft s UK business during his time there
Ravenscroft s Mark Harries has joined Square Mile under the newly-created role of chief investment officer, Investment Week can reveal.
Harries, who was previously managing director and head of investment at Ravenscroft, will take responsibility for developing Square Mile s investment management services and will oversee the portfolio management team.
Jason Broomer exits Square Mile to take career break
Announcement comes as former Ravenscroft head of investment Mark Harries steps into newly created role of CIO
Square Mile investment director Jason Broomer will leave the business next month as he takes a career break.
Broomer (pictured) co-founded the consultancy and research house in 2013 alongside chief executive Richard Romer-Lee and operations director David Pickles. A member of the executive team, he also oversaw the firm’s managed portfolio service and contributed to its research capability.
Romer-Lee said Broomer had been integral to Square Mile’s success over the last seven years, describing him as a “valued and trusted colleague and friend”.
Day 3 (Thursday 24 June) in particular is built around the needs of
Professional Adviser readers.
Our stream for financial advisers will include sessions on how advisers are integrating ESG into their businesses and selecting solutions for clients; uncovering client interests and priorities as they seek to do the right thing; and how to select the right ESG portfolio for clients.
We will also be hosting a best practice, interactive panel discussion with advisers who are leading the way in integrating ESG factors into their businesses.
Speakers for the adviser stream include:
- Holly Mackay, Founder and CEO, Boring Money
- Richard Romer-Lee, managing director, Square Mile Investment Consulting & Research