Emerald Wrap makes changes to connect investors with advisers
Wrap account provider, Emerald Wrap, has made a number of changes including listing advisers who use the wrap and provide advice about responsible investing to allow investors to make contact with them for financial planning advice.
Emerald Wrap specialises in responsible investments and it's the only dedicated investment platform in the market which does so according to managing director, George Lucas.
He said further changes to the wrap would allow investors to see into the model portfolio they choose and how their needs may change over time or how they can be assisted through the provision of financial advice.
According to Lucas the changes stem from increased interest in the responsible investing and the need for direction for those seeking advice or information about the sector.
"The feedback we are getting from advisers is that more and more of their clients are looking to make a difference via an ethical approach to investment," Lucas said.
"While this phenomenon is more associated with Gen X and Y, there are a lot of baby boomers who are increasingly concerned about the social and environmental consequences of where they invest."
Recommended for you
Platinum Asset Management has put its two closed-end funds under strategic review in a bid to reduce the share price discount to pre-tax NTA and maximise shareholder value.
In the latest Meet the Manager profile, Money Management speaks with Michael Skinner, founder and managing director at Blackwattle Investment Partners.
Perpetual has seen AUM rise 6 per cent in the last quarter but the departure of a longstanding JOHCM fund manager led to outflows of $2.2 billion from his strategy.
Global fixed income fund Bentham Global Opportunities has been added to several major platforms, enabling it to be accessed more easily by financial advisers.