We make it easy to adopt the most significant breakthrough in wealth management this century.
Symbiotic Wealth Management
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.
Symbiotic Wealth Management means allocating a small amount to not-for-profits tackling the Climate and Nature Crisis (Regenerative Investments) alongside an allocation to a sustainable portfolio (Sustainable Investments).
The Global Returns Fund
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.
Yan has had a long career in international finance. He has worked in Singapore, New York and London specialising in sovereign debt and currency markets. In 2002 he founded an investment management business, Finisterre Capital LLP. Here he was managing global portfolios investing in over 50 countries, primarily in developing markets. He retired from finance in 2014 to run an organic farm. Yan has a Law degree from Cambridge University, and also speaks Spanish and French.
Jasper is a Cambridge graduate and Chartered Accountant. He is currently a non-executive director of two public companies: JPMorgan Indian Investment Trust PLC and Dunedin Income Growth Investment Trust PLC. Previously, he worked as finance director of a range of businesses. Most recently, he was a senior executive of the large Australian multinational, Brambles Limited, where he was Group Head of Strategy.
Camilla has worked at Greenpeace UK in the wildlife unit including the whale, fisheries and habitat campaigns. Later at Greenpeace International she researched and documented the international trade in toxic technologies. Camilla later worked for Campaign for Better Transport and also at CPRE. Camilla has an MSc in Environmental Technology from Imperial College and a BA in Geography.
Jo has been the Managing Partner of Allies and Morrison LLP, an internationally renowned firm of architects and urbanists, for more than ten years while continuing to be involved actively in projects from urban masterplans to construction stage delivery. In 2015, she was shortlisted for Architects Journal WIA Woman Architect of the Year and has since led the publication of the RIBA Gender Pay Gap report for the architectural profession. In 2018, she was elected to Chair the RIBA Awards Group and RIBA Vice President International. Jo is currently a Trustee and Board Member of the RIBA and a Trustee of the Architectural Association Foundation.
Mike’s career of over 30 years has been spent in investment management, as a global equity manager and Chief Investment Officer. He has spent the last 7 years at TT International where he was Investment Director responsible for liaison with sovereign wealth funds and institutional clients around the world. He was responsible for the introduction of ESG integration across all investment strategies at TT and was Chair of the ESG Committee. He is currently a Senior Investment consultant to TT.
With a background in journalism and social advocacy, Jack transitioned to environmental work out of concern for issues of intersectional climate justice. A Marshall Scholar, Jack holds an MPhil in Political Thought and Intellectual History from the University of Cambridge. He also earned an MSc with distinction in Media, Power and Public Affairs from Royal Holloway, University of London.
Olly moved into environmental work out of concern for the immediate, everyday impacts of climate change for individuals in the Global South. Having studied Geography at the University of Cambridge, Olly took a particular interest in Political Ecology and the intersection between climate change, global development, and agricultural practices.