Building an ethical investment portfolio

I’m really pleased to have a piece published in this month’s Professional Paraplanner magazine. I was asked to explain how we go about building ethical portfolios for clients at EQ Investors. We feel that ethical investors really want to see their money doing something positive.  This is called Impact Investing. The Global Impact Investment Network […]

Professional Paraplanner Technical Insights Seminar

This morning I had the pleasure of attending the first ever Professional Paraplanner seminar. The team brought together an impressive lineup of top quality speakers covering a topical areas. Considering this is their first event it was incredibly slick and went without a hitch. Kicking off with a message from editor, Rob Kingsbury, we heard […]