Equilibrium Financial Planning has become a signatory to the UN’s Principles for Responsible Investment (PRI) as the shift towards ESG investing continues to grow.
The move means that the Chester-based wealth management firm's sister company Equilibrium Investment Management will only invest with fund management groups that are PRI signatories by the end of 2021...
Replaces António Horta-Osório
Blending active and passive strategies
Schroders scrapes £75m for British Opportunities Trust as UK smaller companies launches fail to entice
Schroders 'faces headwinds'
Beginning, middle and end
Headed by Simon Monk
2,000 advice firms shifted
Building a brand
'Better balance between fee and interest income'