New Wealth Management Service Launched
A new wealth management service has been launched on behalf of Willow which is designed to help supporters invest sensibly for their futures and help create more Special Days in the process.
The service is delivered via Greenfinch, a white label wealth management platform which enables charity members to invest in a range of mainstream and ethical, social, environmental, sustainable (E.S.E.S) portfolios. Each portfolio and product is part of the patented ‘You Give We Give’ (YGWG) donation scheme, which presents investors with the opportunity to donate a percentage of their annual profits to Willow, to enable the creation of more Special Days for seriously ill young adults across the UK. Investors are also given the opportunity to make an initial donation upon opening their accounts.
The asset management company behind Greenfinch, TAM Asset Management, matches the annual percentage donation, and manages the portfolios and products.
Caz Eagles, Major Partnerships Manager at Willow, said “Every day we see young adults who are experiencing the devastating impact that diagnosis, treatment and recovery from a serious illness can bring, at a time in your life that should really be all about living life fully. Our aim is to focus all our energies and efforts in helping to rectify this, by creating unique and unforgettable Special Days for the creation of memories to treasure. We are delighted to be working with Greenfinch to raise much-needed funds to deliver these beliefs.”
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