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We help wealth managers, IFAs and individuals navigate change, sustainably.

London
Joined November 2021
Photo by P27 - Business and Private Client Services (@P27Limited)
Here are the main takeaways from the April seminar at the VMO Group: p27.network/posts/event-reca…
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Mauro Tortone, a director at P27, updated the Applied Wealth Management workbook, published by the Chartered Institute for Securities & Investment (CISI). p27.network/posts/cisi-book-…
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A brief introduction to the UN SDGs for businesses that aspire to be greener. p27.network/posts/un-sdgs-in…
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Here is an update on Regionalisation and the impact of recent geopolitical events in APAC. p27.network/posts/regionalis…
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The transition to net-zero necessitates a parallel transition in transport. Here is a summary of the Powering the Drive to Net Zero report by the Coalition for the Decarbonisation of Road Transport (CDRT): p27.network/powering-the-dri…
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On Monday 28th February, Geilan Malet-Bates, P27 Green FinTech Forum Chair and Sustainable Finance Lead, will be chairing this panel discussion at the 4YFN event in Barcelona: 4yfn.com/session/impact-prog…
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