This week we have a new podcast host! Charlie Scott is joining the team and today she is speaking with Yan Swiderski, Executive Trustee & Co Founder of the Global Returns Project.
We all understand that wealth management needs to adapt to the climate and nature crisis.
Sustainable investing has offered a powerful first step in that process.
Now it’s time for a true breakthrough.
Symbiotic Wealth Management means allocating a small amount, alongside your normal investments, to the Global Returns Fund and their carefully selected portfolio partners – six not-for-profits tackling the climate and nature crisis.
Through these Regenerative Investments, it helps support three key environmental issues:
1. Climate change
2. Life on land
3. Our oceans
This is the future of Wealth Management – a conscious decision to act for the environment.
The economy and the environment working in true power together – protecting one another’s investments.
For more information on the Global Returns Project, you can visit their website:
We cover:
Yan’s career journey
How the Global Returns Fund was created
Who the portfolio partners in the Global Returns Fund are
How the Global Returns Fund can help businesses reach net-zero
A deep dive into Symbiotic Wealth Management
The future of the Global Returns Project
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Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
Financial Planning Qualifications guide
https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/
2021 Financial planning Salary Guide
https://recruitukltd.co.uk/recruit-uk-salary-survey-2021/
If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to [email protected] or call 07854778712 he covers all roles within the profession across the UK.
If you hold level 4 qualification and looking for an entry role into financial planning please also reach out.