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:
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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Financial Planning Qualifications guide
2021 Financial planning Salary Guide
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.
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