Income Week 2021: What’s next in ESG investing?


Green related themes have performed well in private wealth management and gained traction among investor clients, particularly in the past two years. Where does the demand for ESG integration sit with investors today in the Asia Pacific region and across investor segments?

With current decarbonisation targets at play, how are private banks adapting their sustainable investment offerings and how are they encouraging investors to shift to more sustainable portfolios? How much does policy intervention affect climate change, and environmental and social aspects? What does that mean for ESG investing?

Join us to explore what’s next in the sustainability journey — including the so far underserved social aspect of the ESG discussion — and find out where to look for opportunities.

 

About the speakers

Lina Lim
Regional Head of Discretionary and Funds, Asia Pacific, HSBC Private Banking

Lina Lim is the Regional Head of Discretionary and Funds, Asia Pacific for HSBC Global Private Banking. Ms. Lim has over 23 years of industry experience primarily in asset and wealth management.

Prior to joining HSBC Global Private Banking, Ms Lim worked for J.P Morgan Wealth Management over a decade in various capacities. Her most recent responsibility at J.P. Morgan Wealth Management was to spearhead Institutional Wealth Management’s discretionary business in Asia for family offices, endowments, non-profits and foundations. Before joining J.P. Morgan Wealth Management, Lina was a Responsible Officer and Senior Portfolio Manager with Sumitomo Mitsui Asset Management based in Hong Kong.

Ms Lim is a member of the Chartered Association of Certified Accountants (ACCA) and Chartered Financial Analyst (CFA). She is an advocate for sustainable investing and has strong passion for charity, she previously served as board member in two non-profit-organizations focusing on women education and wellness. She holds a post graduate certificate on Business Sustainability by Cambridge Institute for Sustainability leadership, University of Cambridge, United Kingdom. She was also a speaker at the 4th Global Asset Allocation Focus (GAAF 2019) in Shanghai focusing on ESG investing.

Mario Knoepfel
Head, Sustainable Investing Advisory, Asia Pacific, UBS Global Wealth Management

Mario is the Head of Sustainable Investing Advisory for Asia-Pacific.

In his role, Mario advises private wealth clients and family offices on sustainability aspects, helping them to incorporate personal values in investment portfolios across asset classes, investing with social and environmental impact through innovative public and private markets solutions and driving education and awareness efforts in the region.

Working for UBS Wealth Management since 2001, Mario moved to Hong Kong in early 2013 to establish the Hong Kong presence of the UBS Optimus Foundation, a professional grant-making foundation that helps UBS clients in funding and managing projects benefitting underprivileged children around the world.

Prior, he worked for UBS Wealth Management in different positions in Zurich and Moscow with a strong focus on advising the bank’s ultra-high-net-worth clients and developing this client segment strategically.

Mario is a frequent speaker on conferences and featured regularly in media in the region, sharing latest views and trends on sustainable investments.

He is a member of the Hong Kong Monetary Authority’s working group on Green and Sustainable Banking. Mario holds a bachelor degree in Business Administration with a Major in Banking and Finance from Zurich University of Applied Sciences in Switzerland.

Gabriel Wilson-Otto
Director of Sustainable Investing, Fidelity International

Gabriel Wilson-Otto is Director, Sustainable Investing, at Fidelity International.

Based in Hong Kong, Gabriel works closely with Fidelity’s investment professionals to integrate sustainability considerations into investment processes, develop proprietary sustainability ratings, identify long term sustainable investment trends and strategic opportunities, and represent Fidelity’s sustainable investment capabilities to clients.

Gabriel joined Fidelity in 2021 from BNP Paribas Asset Management where he was most recently Global Head of Sustainability Research. Prior to BNPP AM, he was an Executive Director in Goldman Sachs’ Global Investment Research division and Head of GS SUSTAIN for Asia.

Gabriel holds a Bachelor of Commerce (Finance and Economics) and a Bachelor of Information Systems from the University of Melbourne. He is a CFA charter holder.

 

About Fidelity International

Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $706.3 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $541billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures. Data as at 31 December 2020.

Read more at fidelityinternational.com.

Date:
20 October 2021
Time:
3:00pm HKT

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