Award-winning, B Corp-certified sustainable wealth manager. Employee-owned. Founded ~2010s, est. £1.9-2bn AUM (Apr 2024). Key portfolios: Positive Impact (2012), Future Leaders (2020), Sustainable World (2023). Discretionary mgmt for individuals, SMEs, charitable endowments. Services: financial planning, portfolio mgmt, bespoke/MPS/white-label solutions. Team 50+. Known for impact reporting & stewardship.
Investment Focus
Investment Thesis
Sustainable wealth manager focusing ESG & impact investing across active, passive, bespoke model portfolios. Targets HNW individuals, small businesses, charities. Excludes controversial sectors (armaments, tobacco, gambling). 10+ yrs track record. Global approach, no home bias. Stewardship-led engagement with portfolio companies & fund managers. Bullish sustainable/climate transition themes.
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