Sustainability approach

As an independent, specialist wealth manager, we help clients manage their wealth in line with their beliefs and goals, thinking across generations. Guided by a long-term view, we focus on navigating through transitions with resilience. Our greatest impact stems from how we advise and guide clients in their investment decisions. Where so mandated and within our core investment strategies, we uphold active ownership, using our voice and influence to encourage progress and we back these beliefs with action, committing to be a net-zero investor by 2050, where we have the mandate¹ from our clients to do so. We consider climate and biodiversity as our main focus themes.

1. Be a net-zero investor by 2050, aligning our discretionary AuM¹ with a Paris-aligned reduction pathway.
2. Measure our progress, setting a target of a 7% annual weighted average carbon intensity (WACI) reduction within our investment strategies.²
3. Engage for our directly controlled discretionary assets – directly and with other investors - with our investee companies on a wide array of strategic, financial and ESG topics.
4. Make a meaningful contribution to biodiversity via our discretionary AuM.

¹: Please see our climate transition plan, p.9.
²:WACI measures a portfolio’s exposure to carbon-intensive issuers and serves as a proxy for a portfolio’s exposure to climate transition risks. Our current WACI target is focused on Scope 1 & 2 emissions.