Welcome to the latest issue of Investment Edge, where we bring you thoughtful insights and perspectives on topics that can help you add value to your clients – giving them ‘the edge’, so to speak!
The theme of this edition is change and the need to keep moving forward.
In this issue, we look at:
- The prevailing ESG labelling regulations in the UK and Europe and whether this is a step forward or likely to result in overwhelm;
- Technological change in wealth management businesses and why it’s worth the initial teething issues;
- Why beginning with the end in mind and building a solid foundation for your portfolio is key to meeting long-term objectives; and
- What our impact and sustainable investment specialist, Celine Legaspie, has been working on over the past 12 months and what she’s got in store for the remainder of the year.