FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Will start on 6 September
Fund selector insights into sustainable investing
Deal first announced in January 2021
Total AUA nears £98bn
Founder Crowley stepping down
Inflows of £2.2bn during the quarter
Wealth manager round-up
New fund ranges revealed
Active ahead at year-mark in ‘Wealth-Off’ experiment
Joins as a non-executive director