Skip to main content

Corporate responsibility

We strive to be a responsible business. Serving our clients and colleagues with integrity, while maintaining a sustainable investment approach. This responsible ethos extends to our local communities and environment too.

Prioritising our people’s wellbeing

In terms of our social impact, we strongly believe in fostering an inclusive workplace. That means using robust diversity and inclusion (D&I) strategies and encouraging mentorship within our business. Not only is it the right thing to do, but that empathy and diversity of ideas enables us to go further for our clients.

Our charitable foundations  

We aim to support the smaller charities close to our heart through our foundations in the UK and Crown Dependencies. As registered charities, they receive and distribute donations from our individual or firm-wide fundraising activities.

About the foundations

Women in Finance Charter

Diversity within senior management is an industry-wide concern. We are determined to do better and have been working for years on our own gender imbalance. Our current target is to reach and maintain 30% female representation by 30 September 2026.

Women in Finance Charter

Running our business the right way 

Governance is important to us. We’re careful to conduct our business in accordance with all applicable laws, rules, and regulations and hold ourselves to the highest ethical standards.

Moderating our environmental impact

We’re committed to reducing our carbon footprint through our company behaviour, our office spaces and our investment approach. We’re constantly working towards reducing waste in our offices and reducing unnecessary travel. We also measure the carbon intensity of our managed portfolios with a view to setting reduction targets.

Disclosing our impact

Acting sustainably means being transparent and holding ourselves to account. Our Task Force on Climate-related Financial Disclosures (TCFD) report outlines how we integrate climate considerations into our investment and operational processes.

Download the report

More about us

Our story

Get an insight into our history and heritage

Learn more

Awards and testimonials

We’re proud to be award-winning and receive great feedback from our clients.

Learn more

Charitable foundation

See how we give back to communities and causes through our trusts

Learn more

Ready to talk?

If you’d like to have an informal, no obligation conversation or have questions, please get in touch.

If you prefer you can call us on +44 20 7523 4500.

Please provide a value for First name
Please provide a value for Surname
Please provide a value for Email address
Please provide a value for Phone number
Please provide a value for Details of enquiry
This field is required.

Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.