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Wealth Management

Intelligent Partnership estate planning guide – SRI thoughtpiece

February 10th, 2021

A big thank you to Intelligent Partnership for sending me a lovely, smart version of the brief ‘Thought Leadership’ piece I wrote for them last month. The brief article highlights the relevance of financial services intermediaries considering sustainable investment when discussing estate planning with clients. You can download my article here: SRI thought leadership article […]

21 October 2020 ‘SRI Services & Partners’ annual event registration

April 8th, 2020

In the hope and expectation that some kind of normality will have returned by October I am pleased to say that we are planning our event for this autumn as normal and that our 21 October, London, Barbican  sign up form is now open – via Eventbrite – here. We are only able to publish […]

‘Sustainability & Suitability’ SRI event videos

November 8th, 2018

I am delighted to share the videos from our ‘Sustainability and Suitability’ SRI event for those who were unable to attend on the day. Keynote speaker Lord Deben’s climate change speech was a particular highlight.

Citywire Wealth Manager ‘Screened, Themed & Engaged’ event article

November 3rd, 2017

I am delighted to share an article that Libby Ashby from Citywire has kindly written about our ‘Screened, Themed and Engaged 2017’ event which she attended. This article was published in Citywire’s Wealth Manager magasine today (3 November 2017).             Libby Ashby asks: When will ESG be fully integrated into mainstream investing? Last month […]

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Latest News

New Fund EcoMarket brochure available for download
April 13, 2021
Fund EcoMarket brochure 2021

I am delighted to be able to share our new (A4) downloadable & printable Fund EcoMarket brochure… Download via this link: FEM brochure April 2021 Final The brochure includes the following: An introduction to the Fund EcoMarket fund database tool A snapshot of the number of funds in each of our ‘SRI Styles’ A ‘filter field […]

Climate considerations now embedded across main UK financial regulators
March 25, 2021

During UKSIF’s excellent ‘Ownership Day’ event today I was delighted to hear from their keynote speaker Mark Manning of the FCA, that the Chancellor of the Exchequer Rishi Sunak has formally written to Nikhil Rathi, Chief Executive of the FCA, with notification that the government now requires climate change to form part of the regulator’s […]

SRI Styles update – ‘ethical’ funds now in single category
March 16, 2021

We have today updated our Fund EcoMarket ‘SRI Styles’ fund classifications to combine ‘Negative Ethical’ and ‘Balanced Ethical’ funds into a single style now called simply: ‘Ethical’. When we created Fund EcoMarket back in 2010 by far the largest proportion of funds in this area were referred to as ‘ethical’ – and focused significantly on […]