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Make your money mean more

We understand impact investing, and we make sure we understand you

The impact you want to make is unique to you, and it’s our job to make sure your wealth meets its potential — for you and for the world.

Here’s how.

Uncover your ImpactDNA™

Your wealth should make an impact in the ways that matter most to you. It’s not enough for us to understand the investment opportunities – we need to understand you.

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Our interactive ImpactDNATMImpactDNA™Based on research in sustainability and collaboration with leading behavioural scientists, the ImpactDNA™ process helps uncover and articulate the impact you want to have through your investments. read more tool helps us do just that. We developed it alongside leading behavioural scientists using the latest sustainability research, and it helps us identify your unique values, attitudes, preferences and financial goals. The result is a personalised roadmap that connects your wealth to the change you want to see in the world.

An important part of this is understanding how you interpret the UN Sustainable Development Goals (UN SDGs)UN Sustainable Development Goals (UN SDGs)The Sustainable Development Goals (SDGs), also known as the Global Goals, were adopted by the United Nations in 2015 as a universal call to action to end poverty, protect the planet, and ensure that by 2030 all people enjoy peace and prosperity. There are 17 goals. read more.

We’ve translated these goals into three portfolio themes, which help us focus your investments where they’ll create the impact you want to see in the world.

Portfolio Themes

Sustainable Ecosystems

Investing in businesses and institutions that are protecting and restoring the natural systems we depend on, from biodiversity to resource efficiency.
Sustainable Communities

Investing in businesses and institutions building fairer, healthier and more inclusive societies, improving lives with access to healthcare, education and nutritious food.
Sustainable World

Investing in businesses and institutions that are creating a better world through healthier ecosystems and fairer societies - a blend of sustainable ecosystems and sustainable communities.

How we use the SDGs

Build a purposeful portfolio

Once we understand your financial and impact goals, we can provide you with a portfolio that represents the change you want to see in the world.

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Tell your impact story

It’s important for you to see not only how your portfolio performs financially over time, but the real-world difference it’s making.

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Our detailed reporting shows you how your wealth is contributing to the issues you care about, so you can feel confident that your portfolio is working to create the change you want to see in the world.

You’ll see your portfolio’s progress against a range of impact metrics, alongside reporting on SDG revenue alignment and our Science Based Targets (SBTs)Science Based Targets (SBTs)Provide a defined pathway for companies to reduce greenhouse gas (GHG) emissions, helping prevent the worst impacts of climate change and future-proof business growth. Targets are considered ‘science-based’ if they are in line with what the latest climate science believes is necessary to meet the goals of the Paris Agreement — limiting global warming to below 2°C above pre-industrial levels and pursuing efforts to limit warming to 1.5°C. read more.

We’ll send you a personalised annual review, and you’ll get access to our mobile app and online portal for regular portfolio performance, reporting and updates.

Some of the areas we report progress on:

Low Carbon Economy
Circular economy
Equality & inclusion
Nature & biodiversity
Healthcare & well-being
Education & life-long learning

How we measure impact

Commonly asked questions about impact investing for individuals and families

Who are Tribe clients?

Tribe clients include individuals, families, family offices, charities and corporates. What connects them is a shared commitment to investing in a more sustainable and equitable world, while also aiming to achieve financial returns. Among our individuals and families client group, 41% are under the age of 45 and over 50% are women (Sustainability Report, 2025). We believe this reflects the growing influence of younger and more diverse investors shaping the future of invested capital.

Why become a Tribe client – beyond my investment portfolio?

As a Tribe client, you’ll have a dedicated wealth manager who understands your goals, supported by a broader team of sustainability and investment specialists. Together, they help you make informed decisions and see the real-world impact of your capital. But being a Tribe client is about more than investments, it means joining a values-led community committed to using wealth as a force for good.

Outside of regular market commentary and reporting, you’ll have access to:

A programme of diverse events, from informal lunch and learns to panel sessions with leaders across our network
Regular thought leadership content, covering sustainability, impact and market themes
Opportunities to connect, share and be part of a broader movement for positive change

What is the minimum required investment?

How will I see the impact of my investments?

Each quarter, you’ll receive a formal valuation report showing both the financial and impact performance of your portfolio. This way you can see how your portfolio is contributing to a better world and society and the things that matter most to you.

You’ll also have access to an online portal and app (MyTribe), where you can easily view your portfolio, reporting, and key updates.

Once a year, we provide a personalised annual review, giving you a deeper look into your portfolio. Together with your wealth manager, you’ll review your portfolio’s financial and impact performance over time.

Our annual Sustainability Report outlines our progress as a business, including your assets within Tribe’s total Assets under Management (AuM, highlighting the environmental and social progress you’re making together with the broader Tribe.

See examples of our reporting

What makes Tribe different from a traditional wealth manager?

We differ from other wealth managers in a few ways. Firstly, we’re 100% dedicated to impact, from day one we have only invested for positive impact to help our clients align their capital with their values.

We combine deep investment expertise with positive social and environmental outcomes. Like traditional wealth managers, we look at value creation, resilience and long-term growth of every investment. But we go further – assessing every investment for its impact on people and planet.

We’re also proud to be a certified B Corporation, which means sustainability runs through everything we do – from how we operate as a business to how we manage your portfolio.

Most importantly, we make it personal. You’ll work with a team that listens, understands your priorities, and builds a portfolio that reflects your ambitions.

Learn more about Tribe

What types of investments could be in my portfolio?

Your portfolio is tailored to your risk preferences and financial goals – diversified across a range of asset classes, sectors and geographies.

On your behalf, we invest in a mix of funds and direct equities, each selected for both financial resilience and positive impact. These are businesses and institutions that are future focused, providing scalable solutions to global challenges.

Your portfolio might include:

A wildlife conservation bond helping to protect endangered black rhino populations while supporting local communities in South Africa.
An equity in climate/circularity infrastructure, such as advanced drainage systems reducing flood risk in US cities.
A microfinance fund supporting small-scale entrepreneurs in emerging economies to lift themselves out of poverty.

These are just a few examples – everything we invest in on your behalf is carefully chosen to contribute meaningfully to the world you want to help shape.

How we invest

How does Tribe work with DAF providers?

We support clients who want to align their philanthropic capital with their values by working closely with donor-advised fund (DAF) providers.

Whether you’re setting up a new DAF or already have one in place, we collaborate with providers and donors to manage the assets held within the fund. Our approach ensures that this capital is invested with intention, supporting positive social and environmental outcomes while generating financial returns to sustain ongoing grant making.

We bring professional governance, deep sustainability expertise and a commitment to transparency, helping donors ensure their investments reflect and reinforce the causes they care about.

Donor Advised Fund (DAF)

From idle cash to active impact

How does Tribe work with family foundations?

We partner with family foundations to help translate their purpose or theory of change into a values-aligned, evidence-based investment strategy. Our role is to bring clarity and confidence to often complex, multi-generational decision-making.

We begin by understanding the family’s mission, governance structure and their ImpactDNA^TM. We then create and manage portfolios that reflect both the foundation’s values and its fiduciary responsibilities, using our twin-lens approach to deliver financial returns alongside measurable social and environmental impact.

We support trustees with robust reporting, oversight and education, ensuring they have the insights needed to manage the foundation’s wealth in line with their ambitions. Throughout, we act as an extension of the foundation’s team: a specialist partner offering technical expertise, thoughtful guidance and a commitment to protecting the family’s reputation while enabling their wealth to shape a more sustainable future.

Can Tribe provide tax advice?

Is Tribe suitable for families with complex financial needs?

Yes. We work closely with a broad range of multigenerational families, family offices, and trusts, helping them manage their wealth within their unique family structures.

Our team has deep experience in building long-term strategies that reflect each family member’s financial ambitions, responsibilities and shared, or varied, values.

Can you help with intergenerational wealth planning?

Yes. At Tribe, we see wealth as a long-term strategy – not just to financial well-being, but to future generations and the world they’ll inherit.

We work with families to create intergenerational strategies that embody values, evolving priorities and long-term goals. Whether you’re starting to involve more family members, setting up a trust, or future-proofing your family’s legacy, we’ll support you throughout the process.

From the Impact Hub

Discover our library of news and insights on all things impact investing.

Explore the Impact Hub

22.01.2026 | CIO update

CIO conversations – Closing out 2025: macro views and impact landscape

22.12.2025 | Opinion

From idle cash to active impact

22.12.2025 | Opinion

Investing in SDG 16: Peace, justice and strong institutions

Take the next step

Talk to our team about how we can help your family make your wealth work harder.

Get in touch

or call us on +44 203 745 5570

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Make your money mean more

We understand impact investing, and we make sure we understand you

Uncover your ImpactDNA™

Build a purposeful portfolio

Tell your impact story

Commonly asked questions about impact investing for individuals and families

From the Impact Hub

CIO conversations – Closing out 2025: macro views and impact landscape .st01{fill:none;stroke:#ff3264;stroke-width:1.6px;}

From idle cash to active impact .st01{fill:none;stroke:#ff3264;stroke-width:1.6px;}

Investing in SDG 16: Peace, justice and strong institutions .st01{fill:none;stroke:#ff3264;stroke-width:1.6px;}

Take the next step

Important Information

Important information

Important information

Important information

Important information

Important information

The following content is not suitable for any person outside of the UK

Purpose and Scope

Intended Audience

Relationship

Risk Warning

Information

CIO conversations – Closing out 2025: macro views and impact landscape

From idle cash to active impact

Investing in SDG 16: Peace, justice and strong institutions