Kames capital have recently published a survey regarding their ethical investment criteria. Kames capital are a subsidiary of Aegon and are based at the Gyle in Edinburgh. They are one of the longest established providers of ethical investment funds. In terms of the range of investment providers available in the market, we have always seen them as a traditional and strongly screened ethical investment…Read more
Looking for lunch on the Southside?
At Ethical Futures, we're always happy to feature local community projects. One of our longstanding clients, Claire Stevens was recently telling me about this project that she is involved in at Bridgend Farmhouse, on the south side of Edinburgh.
Since moving to the south side of the city, Claire and her partner have been very heavily involved with…Read more
We are once again grateful to bring you a guest blog post from Lauren Janus of Thoughtful Philanthropy. This time she explores some of the reasons you may consider setting up a charitable foundation through analysis of the potential challenges and benefits.Read more
You wait for ages for consumer legislation…then two pieces come along at once! That’s a bit what it has felt like to be a financial adviser over the last 12 months. The current notifications about GDPR highlight the most impactful update on use of personal data for 20 years, but there is another equally important,…Read more
On 25th May 2018, new data protection regulations come into force. By now there surely can be few people in the UK who have not been touched in some way by organisations preparing for the introduction of these new rules. GDPR stands for General Data Protection Regulation, and applies to every company in the world that operates in the European Union and uses personal data. The regulations cover…Read more
As many of our clients will know, in common with most advisory firms, Ethical Futures tends to make use of investment platforms to manage our clients investments.
An investment platform, sometimes known as a wrap or fund supermarket, is simply an administration service to help simplify the management of investment funds and keep them all in one place. This type of service allows us to hold…Read more
We are giving our staff a hard earned rest and will be closed for some of the Festive Season, details below.Read more
At Ethical Futures, we are not just all about making money but also thinking about how you use it and how you can help others. We recently met with @laurenjanus of Thoughtful Philanthropy who helps people structure their giving in a way that truly reflects their intentions. We thought it might be interesting for our clients to hear more about this and also the forthcoming "#GivingTuesday."Read more
The merry go round of investment company ownership continues apace. We recognise that this can be unsettling for clients, so we shall try to update you on the most recent changes and our thoughts about what this means for you as investors. In most cases, it is simply a matter of company brand vanity and ‘rebadging’ with the new owners name but in other instances – there are likely to be more material outcomes and we will continue to monitor these situations.Read more
This November, you can ask a Will Aid solicitor to write or update your will in return for a voluntary donation to charity. There are nine charities in partnership including actionaid, British Red Cross and Save the Children. Regardless of how much wealth you consider yourself to have, or at what stage of life you are at it is vital to make a will and keep it up to date as circumstances change.
Please note: We shall be changing our email server over the weekend commencing Friday 20th October. There is a risk that we shall lose some incoming emails over this period, therefore please do not send us any emails form 12.00 noon on Friday 20th October. If you do send us an email and do not…Read more
We are delighted to announce that we will once again be sponsoring Church of Scotland’s Good Money Week event. This year Good Money Week runs from the 8th until the 14th of October. Find out more information below. You can reserve a space at the event on Thursday 12th of October from here: https://www.eventbrite.co.uk/e/what-have-faith-and-money-got-to-do-with-climate-change-tickets-35685901492Read more