FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Offering investments via digitally enabled wrappers
The business is looking to expand with third office location
Leadership shake up
Will start on 6 September
Client engagement
Fund selector insights into sustainable investing
Firm urged to be more ambitious in growth plans
Sanlam Income Study
'Time for a new model, now'
Boosts AUM by £1.2bn