Tag: portfolio managers
Sustainability disclosure rules for portfolio managers paused by FCA after consultation
The FCA has announced it will not move forward, for now, with plans to extend its Sustainability Disclosure Requirements (SDR) and sustainable investment labelling rules to portfolio managers, citing industry feedback that called for more time and clarity.
Wealth managers prioritise investment in personalised client experiences in 2024
In a recent WealthTech survey conducted in January 2024 by Orion, 542 Principal, Portfolio Managers, Chief Operating Officers, Operations Staff, Compliance/Risk Managers and Others...
FCA sets new standards with anti-greenwashing rules
The Financial Conduct Authority (FCA) is enhancing its support for the FinTech industry by confirming new anti-greenwashing guidance ahead of its enforcement starting 31 May.
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