Client education will play a central role for Affinity Private Wealth according to group director Russell Waite who explains investors need to be made aware of the complexities of this discipline.
On 19 July, the £648m firm announced it was becoming the latest private wealth firm to "pivot" into a sustainable focus. Waite, who is also head of sustainability at the Jersey-based firm, said the "stars had aligned" for the firm to adopt this course but that challenges were still ahead. "There is no doubt now that society will be much more inquisitive about what a company does in terms of sustainability issues with its products and services," said Waite. "So many investors will sit opposite you and have strong opinions about where they want their money to go and things they do no...
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