There is a growing awareness that people need to do more to reduce their negative impact on the environment. This is both in local and global terms.
We understand that many people have increasingly strong environmental and ethical beliefs, and want these considerations to be placed at the forefront of their financial and investment planning.
Since our inception, we are proud that we have actively encouraged clients to contemplate investing in a way that encompasses both sustainable and environmental considerations.
We have been pioneering this gentle path since 2003 and consequently have extensive knowledge of ethical, sustainable and thematic (EST) investments.
As this way of investment lies at the heart of what we do, we understand that every client will have different requirements. It is only by understanding your values, areas of concern, attitude towards risk and expectations of return that we can truly make a difference.
Historically, you may have found that your wishes to invest money in a more responsible way were hampered by a lack of choice and concerns (which weren’t necessarily bourn out in reality) about the relative underperformance of these investments.
Fortunately, the investment world continues to evolve and now there is a far greater range of both ethical and environmental funds from which we can construct a fully diversified portfolio.
We have experienced financial planners with extensive knowledge of advising ethically-minded investors. These planners work closely alongside a team of investment managers that specialises in ethical, sustainable and thematic investing. We believe that our long history in ethical and environmental investing combined with our expertise in financial planning makes us unique.
For more information on this specialist area, please click on the links below.
Ethical investing is often regarded as an all-encompassing description which describes a socially responsible approach to investing.
Meeting 'the needs of the present without compromising the ability of future generations to meet their own needs’.
Thematic investing involves the delivery of returns from a specific set of global themes which are thought to be driving change.