New Wealth and Morningstar launch sustainability profiling tool

Tech solution provider New Wealth has partnered with Morningstar in the launch of an ESG profiling tool for financial advisors and end investors. Loïc Pitrou, co-founder and CEO of New Wealth, told Asian Private Banker that the tool comes in two versions: one for clients and one for relationship managers. “The first phase of the tool is about profiling by…

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