This is the most significant
breakthrough in wealth
management this century.
Introducing Symbiotic Wealth Management.
Finally, some good news.
We all understand that wealth management will need to adapt to the Climate and Nature Crisis. Sustainable investing has offered a powerful first step in that process.
Now it's time for a true breakthrough.
Imagine an innovation in the way we categorise investments. Imagine a new kind of fund delivering a new class of returns.
The Global Returns Fund:
A simple path to Symbiotic Wealth Management
The Global Returns Fund is a portfolio comprising the most effective not-for-profits tackling the Climate and Nature Crisis.
These not-for-profits provide the regenerative solutions that have always eluded sustainable investments on their own. They provide Global Returns.
Using the most rigorous possible investment mindset, our experts have– for the first time – assembled these powerful organisations into a measurable, manageable fund.
At its simplest, Symbiotic Wealth Management means allocating to that fund alongside your normal investments.
Event Recording | 12 October 2021
Is ESG Greenwash?
Strengths and flaws of the COP26 finance initiative
Watch the full recording of our webinar featuring Sasja Beslik, Tariq Fancy and Harriet Lamb. Moderated by Natalie Kenway, introduction by Sir Dieter Helm.
Press coverage | 21 September 2021
Investment Week: 'New campaign urges investors to incorporate not-for-profits with allocation to Global Returns fund'
'The old-fashioned wealth management model is broken, and we believe that now is the right time for people to reimagine how they relate to their wealth'.
We are delighted to be endorsed by the following organisations: