The EdenTree Responsible Investment Advisory Panel consists of senior financial and business figures appointed for their knowledge and expertise to independently monitor the firm’s responsible and sustainable investment approach. Members advise on EdenTree’s responsible investment process, approach and ethical dilemmas.

Oulton, who brings a wealth of experience, also serves as the chair of the European Sustainable Investment Forum (Eurosif), a non-executive director and board champion for ocean recovery at the UK-based Marine Conservation Society, and is chair of King Charles III’s Accounting for Sustainability (A4S) Expert Panel.

Prior to his positions, he was global head of responsible investment at First Sentier Investors, a global asset manager, where he led the development and implementation of an award-winning global, integrated, value-adding responsible investment (RI) strategy.

“The Responsible Investment Advisory Panel...ensures we have a forum to debate, test and evolve ideas that underpin our investment approach and that we remain fully accountable in our actions. Will’s experience and expertise speaks for itself and will be invaluable as we navigate a continued period of change for the industry and our clients,” Carlota Esguevillas, head of responsible investment, EdenTree, said.

Quilter
 has appointed Matt Dickens as its new financial planning director. Dickens (pictured) will be a key member of the financial planning team, working predominantly from Evelyn Partners’ Bournemouth and Southampton offices.

Dickens main area of responsibility will be helping private individuals to achieve their personal financial goals, in particular mitigating inheritance tax, capital gains tax deferral, using income tax reliefs and passing on family money.

As part of Evelyn Partners’ ‘dual expert’ approach, where clients have the option of being supported by a financial planner and investment manager, Dickens will work closely with the firm’s investment managers to provide a holistic wealth management service.

Dickens spent more than a decade at The Ingenious Group, most recently as senior business development director. He has extensive experience in financial planning and investment management, with key strengths in Enterprise Investment Scheme, Venture Capital Trust and Business Property Relief solutions. Prior to Ingenious, Dickens also held portfolio management positions at Close Wealth Management and Fisher Wealth Management.

“During this ongoing period of economic and market uncertainty, the need for high-quality financial advice has never been more important. Against this backdrop, it is very reassuring to attract financial planners of Matt’s calibre to Evelyn Partners,” Mark Wilkins, managing partner for Evelyn Partners in Bournemouth, said. “Matt has a wealth of experience and will be well-placed to work alongside our financial planners, investment managers and tax teams in enabling clients throughout the South to organise their financial affairs and benefit from an investment and tax strategy tailored to their objectives.”

Evelyn Partners has £54.9 billion ($66.5 billion) of assets under management, with a range of offices in the UK, Ireland and the Channel Islands.