Wealth DFM Magazine’s 2021/22 ESG report now available

by Kim Wonnacott

We are delighted to announce that our comprehensive 2021/22 ESG report is now available to our Wealth Manager readers.

Click here to access your complimentary copy

This report is designed to provide sufficient information to enable Wealth Managers to be confident to follow the edicts of the Financial Conduct Authority relating to the ongoing inclusion of Responsible/Sustainable Finance in the advice process for investment clients.

Researched and written by leading Compliance Consultant Tony Catt, this report provides details of the multi-faceted world of Sustainable Finance and in particular, investments based on Environmental, Social and Governance (ESG) issues.

The report includes contributions from industry experts and fund managers who have built a track-record in Sustainable Investment and embraced this style of investment as the backbone of their investment culture.

Click here to access your complimentary copy

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The FCA has fined ED&F Man Capital Markets Ltd (‘MCM’) £17,219,300 for serious failings in its oversight of cum-ex trading. These failings allowed MCM to collect fees for trading strategies designed to enable its clients to illegitimately reclaim tax from the...

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FCA fines ED&F Man Capital Markets Ltd £17.2m for serious failings which enabled millions in illegitimate tax reclaims

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Private equity managers respond to criticisms of the sector

Jun 5, 2023 | Featured

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Jun 5, 2023 | Featured

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Market Report: US stocks climb as debt deal passes, UK M&A activity slumps

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By Tomasz Wieladek, chief European economist at T. Rowe Price This week marks the 25th anniversary of the European Central Bank (ECB), which has witnessed significant challenges over the past quarter century. The ECB has met these tests thus far, but it had to evolve,...

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Jun 2, 2023 | Featured

The eurozone is seeing signs of inflation decelerating as prices dipped more than expected. The region’s preliminary May inflation reading fell to 6.1% y/y, below expectations for 6.3% y/y in a Bloomberg survey of economists. In Germany, the region’s largest economy,...

London Stock Exchange Group | Global M&A Passes The Trillion Dollar Mark After Slowest Annual Start in Three Years

Jun 1, 2023 | Featured

A lower January to May total has only been recorded once in the last decade, in 2020. The number of deals declined 14% compared to last year to a three-year low of 21,301. US$212.7 billion worth of M&A transactions were recorded during the month of May, 20% less...

M&A move shines spotlight on Gold’s glimmering prospects

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Written by Alison Savas, investment director at Antipodes Partners Gold and gold equities are viewed as a safe haven. As a result, they typically exhibit a low correlation to global equities, which is particularly true during drawdowns. However, this is not what...

Podcast #41: The state of the UK and Global economy -with Brooks Macdonald’s Dr. Niall O’Connor

May 31, 2023 | Featured, Podcasts

The focus of this week's IFA Talk Podcast is something that continues to pose a problem to advisers and their clients. The UK and global economy has been subject to turbulence for what seems like forever and as there are seemingly few signs of things getting easier,...

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Wealth DFM Magazine’s 2021/22 ESG report now available

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