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Henry Findlater for the International Adviser

Evidence based investing

In the September issue of International Adviser, Henry Findlater writes about the joined-up ethical and sustainable business strategy adopted by MASECO Private Wealth. The piece discusses the relationship between the way MASECO is run as a B Corporation and the link with the client facing investment proposition. The article investigates the challenges of setting parameters for an ethical approach in-house as well as for client portfolios, it also explores the type of client for whom a sustainable investment approach is suitable. The item concludes with 5 key points for an ethically driven business in the wealth management space.

Click here for the full article written by Henry, and click here for the full issue.

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