We understand that many of your clients have ethical, social and environmental concerns they would like to see reflected in their investment portfolio.
Our ethical investment specialists can work with you to incorporate these concerns into your clients’ portfolios.
We are happy to meet you on a regular basis to ensure our ethical investment services are meeting not only your clients’ financial objectives, but their ethical objectives too.
Our ethical investment specialists are guided by a robust in-house research team and have a thorough understanding of the ethical investment landscape.
We work with around 1,200 clients across the UK and manage over £500 million in ethical investment assets.*
As with everything we do, you will find our ethical investment service to be direct, bespoke and delivered with a whole-of-market perspective.
*All figures as at 30 September 2012