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…
New Wealth and Morningstar launch sustainability profiling tool
Have a confidential tip? Get in touch [email protected]
