A City veteran with over 20 years’ experience, CIO Nancy Curtin oversees Close Brothers’ 65-strong investment team. Charged with building direct and multi-manager investment solutions for private clients, she is also head of its ‘HNW Bespoke’ division, responsible for driving strategy, business development and asset allocation. She highlights recent research that says 86 per cent of millennials are drawn to socially responsible investments, and are twice as likely to invest where social responsibility informs their ‘value creation thesis’: ‘We have evolved our ethical service to focus as much on the positive inclusion of companies that endorse environmental, social and governance factors as the negative screen for companies engaged in specific activities,’ she says. Curtin adds that Close Brothers continues to develop its support for family lawyers and their clients, and that the firm is looking after an ‘increasing number’ of individuals going through divorce. Women have been underrepresented in financial services for many years, she says, and gender diversity still needs urgent attention: ‘Thankfully, the tide is turning, although we have a long way to go. At Close Brothers we remain committed to supporting women in senior roles as we recognise the benefits of an equal workforce.’ Appointed in 2010, the Princeton and Harvard Business School graduate travels to Cambodia every year to do charity work.
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