A campaign advocating for a new approach to wealth management calls for advisers’ clients to allocate a small percentage of their savings to not-for-profits through the Global Returns fund.
It has been launched by former fund managers Yan Swiderski and Mike Jennings, and Jasper Judd, co-founder of the Global Returns Project. The approach, which the campaign has dubbed ‘symbiotic wealth management', encourages investors to show their support for climate and nature not-for-profits, or ‘regenerative investments'. It involves a small allocation to the Global Returns fund alongside any other investments, with most participating investors starting at 0.25% of savings and investments annually, the campaign claims. CFA UK announces new climate and investing certificate The...
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