The online investment service, Wealthify, has announced its latest partnership with wealth management firm, LGT Vestra.
Over two-thirds of advisers are worried about the reputational risks of greenwashing and a potential backlash if they recommend products that are later accused of ‘greenwashing’, new research from Boring Money shows.
Wealth management and investment services trade association PIMFA has announced that registrations for its new ESG Academy for wealth managers - an online training platform built specially to equip them with the latest ESG knowledge and insights and empower better client conversations - is now open.
O-IM, a new investment management firm, launches today, aiming to provide affluent and HNW UK investors with the levels of personal service, bespoke portfolio construction and wide-reaching market access they would expect from a private bank – without the high investment thresholds or performance-threatening fees.
New research from equity release adviser Key, finds more than 11.6 million people in the UK have received an inheritance in the past 10 years with the average age at which people receive this windfall sitting at 47 years old. Its study found more than one in five (22 per cent) adults have received money as an inheritance rising to nearly one in three (29 per cent) among those aged between 65 and 74.
A joint study by NN Investment Partners (NN IP) and governance services provider Glass Lewis reveals that companies with stand-alone ESG committees do tend to have higher ESG scores, reflected in NN IP's proprietary ESG Lens.
A new report from Dianomi and The Dubs reveals the subjects investors are most interested in, via content consumption, search data and internal insights.
The private equity investment platform, Moonfare, has surpassed EUR1 billion assets under management, in what it describes as a critical milestone for the company.
For a fleeting moment normality seems to have returned to our everyday lives, even if it will be some time until we can really consider the Covid-19 pandemic to be over. Nicky Maan, CEO of Spectrum Markets explores the medium and long-term trends against the background of the potentially fragile recovery.
Micro-investing platform Wombat is offering investors the opportunity to plug into the booming battery market with the launch of its latest theme-based ETF.