DISCUS
@Discus_uk
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Discretionary Investment Services Coming Under Scrutiny. Acquired by Embark Group in 2017. This business is now closed.
London, England
Joined March 2016
With all the noise in the media it can be hard for clients to stay focused on their objectives
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Congratulations and best of luck 🤞🏻
We've been shortlisted in 3(!) categories at @InvestmentWeek's Sustainable & ESG Investment awards! -Best Sustainable WM/DFM -Award for Innovation (non-fund) -Award for Innovation (Portfolio) 2x shortlist for innovation shows we're driving ESG forward! https://t.co/K0rZFGMreO
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The real impact of values-based investing (new report from @eqinvestors)
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We’re delighted to be at the @Fundasset @provisio launch event this morning - looking forward to hearing about their game changing pricing structure
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Responsible capitalism: what it means and why you/your clients should get onboard (via @Rathbones1742)
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We like this video: the future of retirement with Baroness Ros Altmann (via @CGWM_UK)
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With increased automation and AI playing a greater role in service delivery, the way to truly differentiate is through your client experience. Check out these examples from the retail sector
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Did you see the news? @7IM_Updates recently launched new 'ultra-low cost' portfolios. Find out more here
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