Sustainable Impact Portfolios

Building wealth and planning for the future is important, but you can also make sure your investments stay true to your own values. Now more than ever, people want to see decisive action taken on issues such as healthcare, climate change, renewable energy, equality, poverty, clean water and sanitation. The good news is that you no longer have to sacrifice your investment returns to do so. In fact, your money can have a positive and lasting impact on society. There are three types of investment approach that follow this path: 


  • Socially Responsible Investing (SRI): which involves actively choosing or avoiding investments based on your own specific ethical guidelines.
  • Environmental, Social and Governance (ESG): which looks at a company’s environmental, social and governance practices, alongside more traditional financial measures
  • Impact Investing: looks to invest in businesses or organisations that actively do something positive to benefit society.


We’ve taken the best from all three of these approaches to create a portfolio that can help you to invest responsibly, while also making sure that your money has the best chance of growing. We start by thinking about how to best manage risk and preserve your capital, but we also target additional returns by finding ‘impact investments’ that offer solutions to the world’s greatest challenges

Key Benefits

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“A bespoke relationship opens the door to a highly personalised investment journey, providing a more transparent and dynamic approach to the management of your investments. By providing access to our long-term themes, expressed through direct exposure to some of the best individual companies in the world, you can really see where your assets are working hard for you.”
Will de Baer
Chartered Wealth Manager and Bespoke Investment Manager

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