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Lloyd & Whyte financial advice webinars

The webinar was hosted by Danny James, Director of Client Services and Independent Financial Adviser with Lloyd & Whyte, and we welcomed Phoebe Stone, Partner & Head of Sustainable Investing at LGT Vestra, to talk about how Socially Responsible Investing can benefit the world around us, how the UN Climate Change Conference (COP26) has looked for the support of the investment community, and why Sustainable Investing doesn’t mean compromising on your investment return.

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Our guest speaker Phoebe Stone joined LGT Vestra from Coutts in 2014 and launched LGT Vestra's Sustainable Investing proposition, becoming partner and Head of Sustainable Investing in 2020. Phoebe sits on several committees including LGT Vestra’s Investment Committee and Fund Selection Committee. She is also passionate about diversity & inclusion initiatives having launched LGT Vestra's inclusion initiative in 2018, and a pan-industry diversity initiative which is now a Chapter of The Diversity Project. Phoebe is also a Board Trustee of the Lord Mayor's Appeal and an ambassador of two breast cancer charities. Her academic achievements include a BA in Economics & Chinese from Nottingham University, PCIAM and CFA's Certificate in ESG Investing.

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Lloyd & Whyte (Financial Services) Ltd are authorised and regulated by the Financial Conduct Authority. Registered in England No. 02092560.  Registered Office: Affinity House, Bindon Road, Taunton, Somerset, TA2 6AA.