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Canaccord Genuity Wealth today launches an Environmental, Social and Governance (ESG) portfolio range available on Embark Platform. Financial advisers using the Embark Platform will now be able to provide their clients with three new ESG-led portfolios that directly support the UN Sustainable Development Goals, following a surge in demand for ethical investment propositions since the Covid-19 pandemic and in recent years*. These Canaccord ESG portfolios will focus on positive impact programmes that actively benefit society and the environment, such as nutrition and sanitation initiatives. Th...

New Canaccord ESG offering launched on Embark Platform Focus on positive impact programmes Canaccord Genuity CEO David Esfandi Canaccord Genuity Wealth has launched a range of three ESG portfolios on Embark Platform, in response to the "ever-growing focus on ESG issues" amid the Covid-19 pandemic. ESG Cautious Balanced, ESG Balanced and ESG Growth will be managed by investment director, head of ESG investments Patrick Thomas, with a focus on positive impact programmes that actively benefit society... To continue reading... Tel: +44 (0)1858 438 427 Register Now Investment Week helps enlighten...

15 th December 2020 12:00 pm What is the value of financial advice? Many people have long argued that it is the peace of mind that clients feel when they finally put their finances in order, and construct a plan that gives them the best chance of funding and achieving the things that are important to them. This is undoubtedly the foundation of good financial planning. But as the Covid pandemic has demonstrated so clearly this year, the true value of financial advice can come in the ongoing relationship between client and adviser, and encouragement to stick to the plan or the ability to adju...