Stephanie Kelly has left her role as head of Greenwheel, the sustainability insights partner to asset manager Redwheel. Kelly joined the business in 2022 to lead a team of sustainability experts providing climate, social and market insights, which would “power enhanced ESG, transition and sustainable funds at every stage of the product life cycle”. She was also head of thematic sustainability…

Scroll through social media or open a news site, and opinions on what to eat or what to avoid are everywhere. Keto, paleo, intermittent fasting, and plant-based diets dominate the conversation, each promising better health, more energy, or a longer life. At the same time, headlines about food recalls, hidden additives, and ultra-processed foods remind consumers of the risks and…

The UK regulator’s plans to consider how asset managers can streamline sustainability reporting has been welcomed by investors, with some claiming reporting in line with the Taskforce for Climate-related Financial Disclosures (TCFD) rules as something that is “clearly broken”.  In early August, the Financial Conduct Authority (FCA) said it had consulted with the investment market on how sustainability disclosure rules…

In July, chancellor Rachel Reeves delivered her second Mansion House speech. In an address about the critical role the financial services sector will play in delivering her ambition of “building a dynamic economy on strong and secure foundations”, she laid out reforms to boost the UK’s competitiveness and the next steps she plans to provide targeted support to the sectors…

Over the past 15 years the number of private banks in Switzerland has halved, down from 156 in 2010 to 83 this year, with expectations this number will further decline by year end. Despite this, Swiss private banks currently manage a record CHF 3.4trn in assets under management (AUM). Banking is one of the more important sectors of the Swiss…

As a financial planning professional, it is inevitable that inheritance tax has been on my mind and lips lately.  In 2025, IHT is very much the new ESG. Trending, talked about by many, unpopular. It was a New York Times feature about air conditioning that triggered my decision to write about IHT.  It triggered my conclusion that IHT has similarities with climate…

Quilter Cheviot has appointed former COP negotiator Yumna Yusuf (pictured) as a responsible investment analyst. She joins from Schroders, where she was a climate engagement associate within the firm’s sustainable investment team. In her previous role, she helped to develop a firmwide multi-year climate engagement and escalation framework. See also: From Baku to Belem: The road to COP 30 Prior to…