Meghann

The Ethical Kit

Uncategorized EN ↓ 4 episodes

A podcast created for financial advisers and professionals in the advice industry who want to see ethics from a broader perspective.

Author

Meghann

Episodes

"What 'ethical investing' really means" - Jai Mirchandani, ELM Responsible Investments 04.09.2025 55:48

In this episode of The Ethical Kit , hosts Catherine and Meghann sit down with Jai Mirchandani, Founder and Chief Investment Officer of ELM Responsible Investments, to explore what it truly means to invest ethically. Together they unpack the spectrum of responsible investing—from ESG to impact—and challenge the common assumption that ethical investing means sacrificing returns. Jai shares practica...

"The Ethics of Independence – what it means in practice" - Joe Stephan, Stephan Independent Advisory 01.07.2025 1:00:00

"Navigating Ethics in Estate Planning & Structuring" - Lisa Christo, NDA Law 16.06.2025 50:15

In this insightful episode of The Ethical Kit , we sit down with Lisa Crito, Associate Director at NDA Law, to explore the ethical challenges and grey areas that often surface in estate planning and structuring. With deep expertise in tax, succession, and commercial law, Lisa brings a wealth of practical wisdom—and a dose of candour—to a conversation packed with real-world complexities faced by la...

"Where ethics and conflicts of interest collide" - Catherine Evans, CEO & Head of Legal, Kit Legal 04.06.2025 48:28

In the premiere episode of The Ethical Kit , we sit down with Catherine Evans, Founder and Head of Legal at Kit Legal, to explore what it truly means to act ethically in the financial advice industry—especially when it’s hard. With decades of experience in legal compliance, governance, and ethical frameworks, Catherine shares powerful stories and practical insights into navigating ethical dilemmas...