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At Holden & Partners, we’re proud to be a certified B Corp financial advice firm. Our latest Impact Report 2025 highlights how we’re continuing to invest responsibly, support our community, and reduce our environmental footprint.
Sustainable investment at the core
More than half of our assets under management are now in our Sustainable Managed Portfolio Service, providing clients with the opportunity to align their investments with their values while seeking strong, long-term returns. These portfolios support areas such as renewable energy and financial inclusion, directly contributing to the UN Sustainable Development Goals (SDGs).
Living B Corp values
Being part of the B Corp community shapes the way we work every day, from prioritising responsible suppliers and reducing our carbon footprint, to mentoring young women in finance and raising funds for charity. In our most recent reassessment, we achieved a score of 108.7, well above the 80-point threshold.
What’s next
As we look ahead, our focus is on deepening our B Corp commitments and strengthening the link between sustainable investment and real-world impact. Over the next year, we’ll be working with other B Corps on collaborative initiatives, supporting diversity in financial services, and continuing to refine our sustainable portfolios. With recertification on the horizon, we see this as an opportunity to raise the bar further, for our clients, our people, and the planet.
