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.
Our bespoke wealth management service offers a personalised, impact-led investment solution that aligns with your clients’ unique values and financial goals.
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.
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.
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.
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
Take a closer look at our bespoke wealth management services in our library of factsheets, reports and more.