What’s in a name?

Nov 15, 2017 | Financial Services

Ethical? Green? Social Impact? Postive Impact? Sustainable? Confused? You will be (kids etc). I’m a believer in and promotor of whatever we should now call this type of investment, but we have work on marketing. The ’Social’ and ‘Positive’ move it on from its beardy-sandel-wearing image. The bottom line, however, is the bottom line and a majority, given the choice (which they aren’t, always), go for the known, ‘conventional’ quantity, overcoming their scruples over fags, arms and deforestation for what they perceive as less risk. They need reassuring that they can and might make just as much money from good-deed investing.

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“Simon Evan-Cook: FCA must wake up to consolidation damage”

“Simon Evan-Cook: FCA must wake up to consolidation damage”

This is where I can don my ‘been around the block, seen it all before’ mantle. What’s happening in our business/industry/profession at the moment is a lot of what’s become known as consolidation, big companies, many fuelled by private equity, buying up smaller firms or taking over the clients of retiring advisers.