The winners of the ESG Clarity Awards 2023
Recognising the companies that are genuinely committed to sustainable investing
Industry
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FCA censures firm over mini-bond scheme
11,000 investors lost over £237m between 2014 and 2019
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CFA unveils UK diversity code
‘The aim is cultural change, not tick-box compliance’
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Titan Wealth acquires UK advice firm
Prism has over £630m assets under advice
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Fundment offers advisers climate philanthropy tool
Through partnership with the Global Returns Project
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One in five parents use property wealth to help families onto ladder
‘Bank of Family’ holds £3.5trn in housing wealth
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Tough economic conditions taking toll on advice profession – NextWealth
Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’
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Companies continue to increase mental health awareness – CCLA IM
95% of companies now acknowledge mental health as important to business
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FCA issues 146 alerts on first day of new crypto marketing rules
Firms promoting crypto-assets in UK must adhere to new laws
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Explaining the change in clients’ pension statement values
For any statement issued after 1 October 2023
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Tax-efficient investing – a calendar for advisers
What to look at – and when – to mitigate the rush of activity that can otherwise come at the end of the tax year
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Bowmoor Capital launches Guernsey-domiciled fund
In partnership with Zeta Asset Management