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."
AUTHOR
Jason Spits
Recommended for you
Some 42 per cent of CEOs say they are actively reinventing their business to stay relevant in the next decade, with consumer services the most common choice for asset and wealth managers.
Former Ophir Asset Management chief executive, George Chirakis, has joined private equity manager Scarcity Partners, while the asset manager has appointed a replacement from Macquarie.
Australian Unity has appointed a fund manager for its Healthcare Property Trust, joining from Centuria Healthcare, as it restructures the product with a series of senior appointments.
Financial advisers nervous about the liquidity of private markets funds for their retail clients are the target of fund managers launching semi-liquid products which offer greater flexibility and redemptions.
