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Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Simon has worked in the wealth management industry as a client services officer, paraplanner and associate adviser for over 8 years prior to moving into recruitment. This has positioned him to be able to understand the complex and ever-changing financial planning, ESG and Responsible Investment industries and to provide valuable insights to the candidates and clients he works with. Simon has a passion for helping candidates reach their career goals and to find the best talent for his clients while always being genuine, approachable, and supportive.

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  • Kaizen Recruitment

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Financial Adviser

Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.