$27bn Family Office Seeks ESG Investment strategies for New Platform

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Moneta Group, the St. Louis-based multi-family office has its due diligence team on the lookout for ESG strategies to meet it’s clients demands and populate its new platform. The search is led by David Wickenhauser, the firms senior investment consultant who is looking for ESG strategies that invest in private markets.

The family office is on the hunt for ESG strategies ranging from those that are focused on the environment, as well as those with specific beliefs.

The search is being led by David Wickenhauser, who previously worked at Charles Schwab and Edward Jones, before joining Moneta in 2019.

“We’re not pushing this on anyone, but when clients come to us and they have a desire to learn more or to do more [ESG investing], we want to have something for everyone in the audience, which is why we’re building an ESG platform,” said Aoifinn Devitt, the chief investment officer at Moneta.

Devitt was chosen as the CIO of the firm in June and had previously been employed as Federated Hermes’ head of investment for Ireland.

The three main business lines run by Moneta include an ultra-high net worth family office, a traditional family office, as well as retirement accounts.

There are nine people on the due diligence team, including Devitt. Moneta will also be hiring an alternative investment specialist, and a third investment analysis, who will work with Wickenhauser, and Webster.

The due diligence team has also worked with Fiducient since 2019. Fiducient assists with research and due diligence with more screens and efficient manager reporting.

$27bn family office seeks ESG strategies for new platform‘- Nicole Piper, City Wire

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