+44(0) 20 8154 6031 info@merlys.uk

Increase your in-house nous with ESG Advice, Knowledge, Support plus Know-how Workshops  

Verena Charvet for Merlys – 28 March 2022

We bring extensive, in-depth ESG and regulatory experience gained from 30 years of working in private practice and in-house, both on the legal and business sides of banks and asset managers.

If you’re here at this page, you are probably aware that it is not an option to ignore ESG or to greenwash financial products and that doing so can be financially and reputationally disastrous. 

Like many funds businesses we come across, perhaps you are finding it a challenge to find and recruit sufficiently experienced people in the field of ESG and you know you simply cannot place the burden of ESG regulatory compliance on your already hardworking in-house teams, without additional support.

Problems solved with cost-effective solutions

In response to these challenges, Merlys – headed by ESG regulatory expert Verena Charvet, has devised a series of support options for under-resourced smaller businesses as well as for larger firms with over-stretched teams.

In essence, whatever the need to make your business and people ESG savvy and supported, we offer a cost-effective solution.

With an eye on your purse-strings, we arm your business with the highest level of specialist expertise and capability required to deliver your products and services efficiently and effectively, without the need to increase your headcount.  

The solutions we offer fall roughly into 3 categories:

  1. Advice, Strategy, Research and Analysis – Consultancy and Legal
  2. Hands-on support for projects or challenges – short or long term
  3. Training, educating, informing your people via Workshops or ‘On Call’ advice


Addressing the third of these solutions…Training Workshops

Whether it’s a bespoke workshop for your company or you buy a seat at the table of a public event, the Aim is simple

to fast-track and expand know-how and provide immediate practical knowledge of the topic area.

Who is this training for?

We offer two expertise-focused workshops

– one specifically geared to in-house legal teams and

– the other to increase the knowledge of your individual compliance officers, product development teams, product managers and portfolio managers as well as legal teams.

The benefits and takeaways from this training?

This package of workshops provides a “soup-to-nuts” overview that will assist in identifying skill or knowledge gaps in your business.

All workshops are tailored to meet the needs of the participants and will provide general guidelines on how to approach some of the more complex issues.

In addition to invaluable knowledge, guidance and learnings from our experts, participants will be able to 

  • listen to real life challenges from other participants during Q&A 
  • share their own experiences and regulatory or ESG product issues
  • ask specific questions of the Merlys team for up-to-date solutions.

How are these training workshops delivered?

All workshop sessions are delivered online and in a format that works for your firm and people… whether that’s 

  • as a bespoke course for your whole in-house team 
  • as a public course where your team member/s join a collection of other individuals who represent different organisations

The sessions are designed as short generic workshops to provide immediate practical knowledge of the topic area.  That said, the training can be tailored…

  • to the level of knowledge of the proposed attendees 
  • to provide greater or lesser focus on particular aspects relevant to your business
  • to spread the session into several short bursts rather in one session

Click links to see course outlines 1) Technical for Legal Resources | 2) Product for Product and Legal Resources


Call Us about running a course for your firm  +44(0)20 7821 0191

Email Us charles@merlys.uk if you have questions or queries

About your Tutor – Verena Charvet

Before ESG and ‘greenwashing’ were recognised terms, our MD, Verena Charvet, ensured that clients were not creating products that were inadvertently non-compliant. She is used to talking to product developers as well as fund boards and helping them with articulating their product intentions, both as a lawyer in private practice and as in-house legal counsel of large asset management companies.

Most notably, over the last 7 years, Verena and her team have provided invaluable support leading up to SFDR and EU Taxonomy regulations coming into force:

  • The Merlys team reviewed products in relation to the SFDR legislation and ensured that clients weren’t going to get caught out by the new regulations and find that their funds were identified as greenwashing. 
  • As a trusted partner, Merlys ensured clients applied the relevant rules to their product, shared best practices for drafting the fund documents and – throughout the product development process – assessed and reviewed to make sure the fund would be compliant.

Verena Charvet MBA,
Managing Director at Merlys Consulting

Connect:  https://www.linkedin.com/in/verenacharvet/

Email: verena.charvet@merlys.uk

Contact/Call us at Merlys | +44 (0)20 7821 0191

Follow us: Merlys: https://www.linkedin.com/company/merlys/

Website: www.merlys.uk

This briefing note is intended to act as general guidance. Merlys is happy to assist with any aspect of the content in this article, as it relates to your business.