News & Analysis as of

Environmental Social & Governance (ESG) Wealth Management

Conyers

Green and Charitable Legacies: Making a Meaningful Impact Through Your Will

Conyers on

As environmental challenges and social responsibility become increasingly prominent, many individuals are choosing to align their estate planning with their personal values. One of the most powerful ways to do this is by...more

Fenwick & West LLP

EY Survey Reveals Emerging 'Say-Do' Gap between Sustainability Reporting and Investing

Fenwick & West LLP on

EY just released its 2024 Institutional Investor Survey, for which it surveyed 350 investment decision-makers from institutions around the world, including asset management firms, wealth management firms, insurers and pension...more

A&O Shearman

UK Financial Conduct Authority Consults on Extending Sustainability Disclosure Requirements Regime to Portfolio Management

A&O Shearman on

The U.K. Financial Conduct Authority published a consultation paper on April 23, 2024 on the possibility of extending the Sustainability Disclosure Requirements and labeling regime to portfolio management firms. Responses to...more

Hogan Lovells

UK: Updated Green Finance Strategy 2023

Hogan Lovells on

The government's updated net-zero Green Finance Strategy was published on 30 March 2023. We set out below the key elements of the updated Strategy which focuses on the need for green investment and on opportunities for the...more

White & Case LLP

Sector trends - July 2022: Asset/Wealth Management

White & Case LLP on

UK & European Financial Services M&A: Sector trends H2 2021 | H1 2022 — Asset/Wealth Management - With over 350 deals in the European AWM sector in 2021, M&A consolidation activity is hotter than it has ever been in the...more

Morgan Lewis - ML Benefits

More to Come from Department of Labor on ESG Factors? Executive Order, DOL Document Requests Suggest Yes

A hot topic in the world of money management, including the management of assets in retirement plans, is the consideration of environmental, social, and governance (ESG) factors when evaluating investments....more

White & Case LLP

Financial institutions M&A: Sector trends - February 2020: Asset/Wealth Management

White & Case LLP on

Financial institutions M&A sector trends: asset/wealth management — H2 2019 and outlook for 2020 - Industry consolidation continues at pace. Rigorous fee transparency requirements under MiFID II, rising operating costs and...more

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