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Bespoke wealth management

Partner with us

We collaborate with financial advisers whose clients want their money to make an impact. If you have a client wanting to invest more than £1 million, we can work with you on a sustainable investment solution.

We can offer our diversified, risk-managed portfolios aligned to a client’s impact preferences, across GIAs, ISAs and pensions, and work with advisers to provide ongoing client support.

How we work with you

Personalised, impact-led investment

Our bespoke wealth management service offers a personalised, impact-led investment solution that aligns with your clients’ unique values and financial goals.

Impact DNA™

Using our proprietary ImpactDNA™ImpactDNA™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, we help uncover each client’s personal impact and financial objectives, forming the foundation of a tailored investment proposal.

Tailored investment proposals

We can customise portfolios to tilt towards specific social or environmental outcomes, with access to a broad investment universe, including direct equities, UK investment trusts, ETFs and more.

Personalised impact reporting

Our service includes access to MyTribe, our client portal and app for financial and personalised impact reporting, as well as annual review packs and meeting participation from our impact specialists.

Key features

Suitability and risk profiling

Assets are held with our custodian platform, Multrees

Dedicated Wealth Manager

Streamlined account opening

Annual tax packs

GIA, ISA, and pension options

Find the answer to common questions about our bespoke wealth management services

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