Client Services

Sustainable Investing

Sustainable investing is about investing in our future, and recognising that businesses solving the world’s greatest challenges can be best positioned to grow. The combination of traditional investment approaches with environmental, social and governance (ESG) insights, investors around the world are taking a sustainable approach to pursuing their investment goals.

We understand that all clients will have different values and priorities with regards to their capital. Investing in a sustainable manner is an area we can offer clients in a variety of solutions across a wide ranging scale. Some clients may want to know that a small portion of their capital is being put towards positive causes, whereas some investors may be more specific and want to only invest in a specific area such as climate change. There is also the option to exclude more controversial themes from your portfolio such as armaments or animal testing.

As our service is fully bespoke we can accommodate and advise upon all sustainable investing requirements.

Other Services

Investment Strategy

Personal Wealth Service (PWS)

Our Personal Wealth Service (PWS) was created from wanting to offer clients a bespoke and proactive investment strategy.