Wealth Management’s New Imperatives
Schedule
You can review recordings of what happened during the conference via this link.
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With our host Debbie Penglis and a contribution by Jesse Williams.
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Dr. Bridget Kustin, Anthropologist & Research Fellow, Saïd Business School, University of Oxford
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Stephanie Brobbey, Founder & CEO, Good Ancestor Movement
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Dr. Arun Advani, Tax Expert and Associate Professor, Economics Department, University of Warwick
Gary Stevenson, Former Trader, Economist & Founder, Gary’s Economics
Stephanie Brobbey, Founder & CEO, Good Ancestor Movement
Dr. Bridget Kustin, Research Fellow, Saïd Business School, University of Oxford
Chair: Derek Bardowell, Author & CEO, Ten Years’ Time
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20 minutes break
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Leonie Taylor, Artist & Co-Founder, Resource Justice
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Leonie Taylor with Esther Stanford-Xosei, Reparationist, Jurisconsult, Community Advocate, Ourstorian, International Social Movement for Afrikan Reparations
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Kirstie Skates, Linguistics Expert & Founder, Illume Linguistics
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Lunch is offered in Entrance Hall.
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Marlene Engelhorn, Author, Progressive Wealth Holder & Co-Founder, TaxMeNow
Kristina Johansson, Director, The Solberga Foundation
Lauren Holmes, Trustee at The Helvellyn Foundation, Digital, Database & Analytics Lead at EY Foundation
James Perry
Jennifer Perry
Jonathan Simmons
Chair: Devika Waney Mokhtarzadeh
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Matthew Braithwaite, Partner, Private Client, Wedlake Bell Catherine Grum, Head of Family Office Services, BDO
Jonny Moon, Investment Director, Rathbone Greenbank
Clare Stirzaker, Partner & Solicitor, Boodle Hatfield
Ruth Sturkey, FPFS, Chartered Financial Planner CFPTM, NED
Chair: Stephanie Brobbey, Founder & CEO, The Good Ancestor Movement
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20 minutes break
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Audience Contributions, Questions and Discussion
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Louisa Mann, Director, Skagen Conscience Capital, Founder & Chair, Thirty Percy
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At The Lighthouse Pub, 5 minutes walking distance from Said Business School.
Our speakers
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Stephanie Brobbey
Stephanie practised as a private wealth lawyer in the City for a decade and gained an outstanding reputation in the private wealth industry. In September 2021 Stephanie launched the Good Ancestor Movement, a consultancy which supports wealthy individuals, families, trusts and foundations with regenerative wealth stewardship and radical redistribution.
Photo credit © 2021 Samer Moukarzel
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Bridget Kustin
Bridget Kustin is an economic anthropologist, Research Fellow at the University of Oxford’s Saïd Business School, and Research Lead on The Ownership Project, a global study of billion-dollar family businesses. In 2023, she will direct a new Oxford Saïd global research initiative on single family offices. Bridget was a World Economic Forum Council for Development Finance member, National Science Foundation Graduate Research Fellow, Fulbright Scholar to Bangladesh, and Islamic finance consultant to the Bill and Melinda Gates Foundation and Islamic Relief Worldwide. She serves on finance & innovation advisory boards and teaches Capitalism in Debate, Racial Capitalism, and Strategies for Impact at Oxford.
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Jesse Williams
Jesse grew up in Hackney, East London. From early, he developed a strong sense of collective responsibility to help those in the most vulnerable positions. He served as the Vice-Chair of the Hackney Youth Parliament, running campaigns on children in care and police relations. He was a member of the LLDC Youth Board, ensuring the Olympic Park would serve the community post-2012.
Jesse is the Chair of Rekindle, a supplementary school set up by young people that moulds critical thinkers from pupils who were being failed by the education system. Its provisions (including free hot meals, a cultural curriculum and teaching of ‘life skills’) were based what young people said were missing in their schools.
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Arun Advani
Arun is an Associate Professor in the Economics Department at the University of Warwick, and a Research Fellow at the Institute for Fiscal Studies, the International Inequalities Institute, and the CAGE Research Centre.
He studies issues of inequality, tax compliance, and tax design, with a focus on those with high incomes or wealth, and was a Commissioner at the Wealth Tax Commission.
He is co-chair of the Discover Economics campaign, aiming to increase the diversity of people who study and work in economics. He is also an Associate Editor at Fiscal Studies, and on the Editorial Board of the Economics Observatory.
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Derek Bardowell
Derek Bardowell (he/him) is the CEO of Ten Years’ Time. He is an author, transformative coach and reimaginer. Once a music journalist and youth worker and for many years a disruptive funder, Derek advocates for reparations and works at the intersection of race, culture, and philanthropy. His first book, No Win Race, explored race and racism in modern Britain through the prism of sport and was a Sunday Times and FT Book of the Year. His new book, Giving Back, reimagines philanthropy through a reparative lens. Derek is also a Thirty Percy Foundation and Mission 44 trustee.
Photo credit © 2022 Josimar Senior
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Gary Stevenson
Gary Stevenson is an inequality economist and former trader. After winning a national trading competition, Gary became an interest rates trader in 2008. In 2011, he becomes Citibank’s globally most profitable trader by predicting that continual increases in wealth inequality would lead to long term economic stagnation. He now runs a YouTube and social media platform under the name GarysEconomics, explaining the current situation and the significance of inequality in ordinary, accessible language.
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Debbie Penglis
Debbie is a former state secondary school teacher and education leader. The Real World Learning Programme she created whilst at School 21 in Stratford, has been featured in various national and international reports as an example of best practice in authentic learning.
She is currently the Strategic Programme Lead for Cambridge City Council's ambitious 'Our Cambridge' project, which aims to redesign the entire council and its services to deliver better outcomes for residents.
In her free time, Debbie likes to do yoga, watch football, and spend time with her cat, Carra.
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Leonie Taylor
Leonie studied politics at Cambridge University and Gender Studies at the London School of Economics. After university, she worked in the charity sector and in academia on gender-based violence and feminist organising. Through reflection on her position of privilege and wealth, she co-founded Resource Justice in 2018, which organises young people with wealth to leverage their resources towards transformative social change. Alongside her involvement in the social justice philanthropy sector, she is an artist and is training to be a counsellor.
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Esther Stanford-Xosei
Esther Stanford-Xosei is a Jurisconsult, decolonial Reparationist and Community Advocate. In this regard, Esther is engaged in transformative reparations education, policy-development, research and movement-building under the auspices of the Pan-Afrikan Reparations Coalition in Europe, Stop The Maangamizi: We Charge Genocide/Ecocide Campaign, Maangamizi Educational Trust, International Network of Scholars & Activists for Afrikan Reparations, and the All-Party Parliamentary Group for Afrikan Reparations Link.
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Kirstie Skates
Kirstie has over 20 years’ experience in organisational and individual behaviour change. She specialises in using techniques from language science to analyse organisational, customer and community discourse. Her focus is on identifying conflicting assumptions and gaps in understanding that get in the way of effective communication.
Before founding Illume Linguistics, she was a Partner at Linguistic Landscapes, where she advised organisations from the public, private and third sector on how to use language to effect cultural change.
Kirstie has an MA in Experimental Psychology from the University of Oxford.
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Marlene Engelhorn
Marlene (Engelhorn, 30) lives and works in Vienna. After being announced a multi-million inheritance, she started questioning the wealth status quo in her family and society at large which brought her to cofound the organisation taxmenow; advocating for tax justice and wealth redistribution in solidarity with social movements alongside other wealthy people. She‘s active in the media and just published a book on money focusing on social dynamics of wealth and privilege.
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Kristina Johansson
Kristina is the director of the Solberga Foundation, a family foundation that supports transformative grassroots movements for climate justice. She holds a bachelor’s degree from Middlebury College. She worked for Planned Parenthood and the United Nations Peace Women Program. She co-founded Resource Justice and is a founding member of Patriotic Millionaires UK, working towards a fairer tax system in the UK. She is originally from the UK and Sweden and now resides in London.
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Lauren Holmes
I'm Lauren and I am committed to doing as much as I can to protect our planet and society. I am yet to figure out the best way to work towards this goal, and so I currently work across a few different stands! I work in Data and Impact at EY Foundation, where we support young people from low income backgrounds to prepare for and access the workforce. I am also a Trustee of the Helvellyn Foundation, where our guiding pillars are to preserve biodiversity and to ensure all young people have equal access to opportunities. In 2021 I was invited to be a member of the Medinge Think Tank, where we discuss and promote the idea of 'Brands with a Conscience', and I also sit on an Environmental, Social & Governance (ESG) Steering Group for one of the UK's Top 100 private companies.
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Jonathan Simmons
Entrepreneur with 25+ years of experience, helping businesses and charities develop digital consumer products. Following the sale of Jonathan’s primary business five years ago, he has focused on creating and supporting impact-first enterprises, including Yuup.co, that focuses on supporting vibrant, resilient communities.
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Devika Waney Mokhtarzadeh
Devika lives in London with her family where she devotes her time to the Savitri Trust. As trustee and chair she has been actively involved in developing the strategic direction of the Trust which since 2001 has primarily funded ambitious community health projects in the rural northeast of India. After a revelatory moment in 2018, Devika has guided the Trust to shift its funding focus from community health to environmental health, supporting organisations and movements that champion the protection and restoration of the natural world for the health and wellbeing of all people. She also is a board member of the environmental law NGO Client Earth.
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James Perry & Jen Perry
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Matt Braithwaite
Matt advises a wide range of UK and international clients, from individuals, families, trustees, beneficiaries and family offices on a wide range of private client issues, including UK tax, estate and succession planning. Matt acts for high net worth individuals and families including business owners, professional executives and entrepreneurs. Matt advises on the establishment and use of trusts and other wealth holding structures, and also on the succession of family trusts and businesses and governance issues. He also advises on Wills and wider estate and succession planning issues.
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Catherine Grum
Catherine is head of Family Office Services at BDO. She advises families and family offices around family office establishment, strategy, family governance and succession. She believes that when families understand their values and the purpose of their wealth, they can build on much stronger foundations and, by aligning their structures and activities with this, create sustainable long-term solutions.
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Jonny Moon
Jonny is an Investment Director at Rathbone Greenbank, specialising in managing tailored investment portfolios with a focus on sustainability, impact and ESG considerations. Jonny holds the Investment Management Certificate, the Private Client Investment Advice and Management Diploma and the CISI Masters in Wealth Management. He is also a CFA Charterholder and holds the CFA Certificate in ESG Investing as well as the STEP Certificate for Financial Services. A Chartered Fellow of the Institute for Securities and Investments, Jonny has a B.A. in Management Studies with Spanish from the University of Nottingham.
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Ruth Sturkey
Ruth believes that money is a means to an end. This was the guiding principle for the business she co-founded, The Red House, which she subsequently merged with Paradigm Norton, an employee owned and accredited B-Corporation where she remains an NED. She is also Chair at the Institute for Financial Wellbeing (IFW) where the aim is to change the narrative around money. Improving client’s financial wellbeing, making them happier not just wealthier.
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Clare Stirzaker
Clare specialises in succession planning and related legal and tax matters for multi-generational families and their family offices.
She works alongside some of the world’s leading family businesses and her practice focuses on helping families develop their succession planning strategy and designing bespoke asset holding and wealth management structures. Clare also supports clients in developing their family governance and philanthropic strategy to enable greater and more effective wealth distribution.
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Louisa Mann
Louisa Mann is a director and family member of Skagen Conscience Capital. She sits on various SCC boards in relation to the oversight and management of assets. Louisa is also a member of their newly established family council.
She is also a Chair of Thirty Percy Foundation, the family foundation born out of SCC in 2018. Thirty Percy supports pioneering and visionary organisations and leaders who accelerate the transition toward a regenerative, equitable and just future for all. Thirty Percy takes an emergent approach that involves continuous listening and learning from those actively working at a community and systemic level.
Catch up on what happened!
In case you missed a session or couldn’t make it - or if you just want to rewind some of the conversations - you can do so by following this link to all recordings of this day.
Audience Feedback
“Such a memorable and valued event. Beautifully structured, fascinating research, rooted real-life personal stories, challenging ideas, great vision - and hope.”
Audience Feedback