Discretionary

investments that inspire

A Full Solution

Impact investments are also relevant for clients who do not have a specific cause or sector focus but would like to see more of their money managed in a way that has a direct and positive impact on pressing social and environmental issues.

We work with our clients to design discretionary portfolios based on high impact investments that are diversified across asset types, sectors, geographies and return characteristics.  We also work in collaboration with asset managers, offering our advisory services alongside their discretionary investment management expertise.  Investment opportunities are screened on the following basis:

  • A defined primary social/environmental mission
  • An investment offering a financial as well as social/environmental return on investment
  • An investment proposition that passes the Investing for Good due diligence and ratings process.

 

I was very moved by my opportunity to work with you.  Thank you for the support and guidance you provided.

Director
Global Private Bank