Patrick Thomas is Head of ESG Investing and Investment Director at Canaccord Genuity Wealth Management. Patrick set up CGWM’s range of ESG portfolios and is responsible for running them. Patrick chairs the ESG Committee. He also sits on the firm’s Portfolio Construction Committee, Fund Selection Committee and Alternatives Committee.
He specialises in managing investment portfolios for intermediaries, trusts, charities and pension funds, specialising in discretionary mandates.
While some view a green taxonomy as ‘vital’, others say it risks creating a counterproductive regulatory burden
The latest rebalance saw trades across all asset classes, with four holdings sold
The mandate is a tailored version of NAM’s existing Global Sustainable Equity fund
The free-to-join platform enables investors to buy shares in wind turbines or solar farms
Financial institutions operating across both regions must now contend with two parallel regulatory regimes
Amid FfD4 negotiations in New York this week
