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 | 12 October 2021 | 3:00 - 4:00PM (BST):
Is ESG Greenwash?
Strengths and flaws of the COP26 finance initiative
Join us for a free webinar featuring Sasja Beslik, Tariq Fancy and Harriet Lamb CBE. Professor Sir Dieter Helm will introduce the event.
Press coverage | 30 June 2021
FTAdviser: 'Helping clients take personal action on the environment'
'The risks are clearly identifiable, in terms of risks to our economic systems, like our investments. This is a logical response to the crisis we are facing…'.
We are delighted to be endorsed by the following organisations: