Our aim is to protect and grow the wealth of our clients. Where possible, we encourage investment in sustainable and responsible investment opportunities. We hope this approach will have a positive impact on wider society and the planet as a whole. We have been pioneering this gentle path since 2003 and consequently have extensive knowledge in ethical, sustainable and thematic investments.
We know every client has different requirements. It is only by understanding each individual’s values, their attitude towards risk and their expectations of return that can we truly make a difference. Holden & Partners was formed in 2003 by five partners who had previously worked together for a number of years and who collectively have a wealth of experience.