Building investment solutions for multi-dimensional people, not blunt categories There’s a conflict at the heart of investment suitability: between solutions simple enough to scale, and the complex humans they’re meant to serve. When matching investors to suitable investments, some form of...

Events and Training

Member of the CPD Certification Service

15 June 2022

The shifting values of next generation investors are driving a greater need for a new kind of wealth management. They want more and better philanthropy advice and guidance from their advisors – but the professional advice community receives low ratings for this aspect of their service (average 5...