SDR: The implications for DFMs
Concerns of vast swathes of assets chasing labelled funds and a threshold MPS will never meet
Wealth Management
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Global Returns Project partners with UK wealth firm on climate portfolio
Leading Edge will now be able to offer GRP’s portfolio of climate philanthropy investments
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Older generations ‘bridge gap’ to embrace impact investing
Barclays’ research finds families want to demonstrate wealth can be invested for positive outcomes
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Prime Capital buys sustainable investment RIA
North Carolina-based Earth Equity Advisors is a certified B Corporation
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EQ Investors’ Salge promoted to head of sustainability
Wealth manager also hires head of investment operations and promotes Kasim Zafar to CIO
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ESG backlash? Not in the UK
Advisers and wealth managers seem to be adopting a “keep calm and carry on” approach to the permacrisis of 2022
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Just 1% of wealth managers trust funds’ sustainability claims
AIC survey finds intermediaries want more specific information in order to soothe greenwashing fears
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Parmenion appoints duo to ethical committee
Exclusive: Two new members to independently assess fund providers
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Hargreaves Lansdown tightens ESG criteria
Assigning a dedicated team to manage ESG risks
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Dundee wealth manager sustainable portfolio targets smaller companies
Thornton Investments rolls out sustainable AIM IHT portfolio for advised clients
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Quilter adds timber mandate
Appointed Pictet to run the fund
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Can the sustainable investing conversation move from peripheral to personal?
Investing sustainably no longer needs to be pitched as ‘doing good’, says Overstory Finance’s Rebecca Kowalski