FAQ

Frequently Asked Questions

You don’t need to choose between your investment performance and your beliefs. Our sustainable investing strategies are aligned to the United Nation’s Sustainable Development Goals (SDGs). By aligning with the SDGs, we can offer investment opportunities with a foundation for improving equality, reducing poverty and protecting the environment, while not impacting projected returns on investment. Our vision is simple: we embrace the good while limiting the bad.

We have a truly global approach and aren’t tied to in-house funds, specific regions, or sectors. We think this makes for a distinctly different perspective. Primarily fund-based, it allows us access to the best research talent in the world.

Whether your financial affairs are UK based or extend internationally, whether you are making your first investment for your own future or investing for the generations to come, and whether you need capital growth or income, we can help you achieve your investment goals. Our boutique size means we can explore investment opportunities and themes not usually viable for larger managers.

*A portfolio constructed according to your risk appetite, as determined by your personal preferences and financial goals *Access to a specialist team that pursues the best global opportunities to meet your objectives *A wide range of investment strategies *Diversification across assets, companies, geographies and industry sectors *Active currency management that is truly global