Adviser compliance must be “hot” around ESG investing, with advisers warned clients must understand financial performance is not why they are investing in ESG, a lawyer has warned.
When it comes to ESG investing, a client is making an investment decision on factors other than economic performance, and that must be made clear to clients, Michael Cotter, who is consultant solicitor...
Ameriprise Financial strikes £615m deal
Left Invesco in May 2020
Previously head of investment at Ravenscroft
Some traits are bigger earners
Run by Money and Pensions Service