ARTICLE · 01 OCTOBER 2020

Trust Essentials - September 2020

Ogier

Changing client expectations around philanthropy and ethical investment have been making a significant impact on the day-to-day work of private wealth advisers for some time.

JerseyFamily and Matrimonial

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Changing client expectations around philanthropy and ethical investment have been making a significant impact on the day-to-day work of private wealth advisers for some time.

COVID-19 has only prompted further philanthropic and ethical investment activity from HNWs, ranging from direct interventions into medical and vaccine research to tackling the broader social and economic fallout of the pandemic. Against this backdrop, our lead articles by Alice Bricogne and Henry Wickham consider how trustees can balance their fiduciary duty with the wishes of their clients to invest sustainably.

Read their articles here:

Sustainable Investment and the role of the fiduciary - Henry Wickham

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Trust Essentials - September 2020

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