Navigating through transitions

Wealth management with conviction and care

We help clients manage their wealth in line with their beliefs and goals, thinking across generations. Drawing on our specialist knowledge, decisiveness, and entrepreneurial spirit, we blend investing, lending and giving with the values our clients live by.

We foster open dialogue with our clients and the companies in which we invest on their behalf, working to make a measurable impact for future generations. This requires active engagement, creative thinking and decisiveness – combined with strong, personal, long-term relationships built on trust.

Our focus areas

We focus our sustainability efforts on themes where we can have the most impact, based on our size and knowledge. In our investments, we focus on climate and biodiversity, and in our own operations, we look at climate, biodiversity and inclusion & diversity.

Climate

Biodiversity

Inclusion and diversity

Our investment approach

Our greatest impact stems from how we advise and guide clients in their investment decisions. We believe that an actively managed investment portfolio creates the most value in the long term – whether in financial, environmental, social or governance terms. Our investment policy couples our long-term, focused investment philosophy with an active ownership approach.

Instruments

For direct investments in investee companies by our funds and discretionary mandates, we engage with fund managers and investee companies on a broad range of topics, including ESG issues, and we exercise our voting rights at annual general meetings. In doing so, we uphold active ownership, using our voice and influence to encourage progress. Explore our instruments:

Read our Stewardship and Sustainable Investment Report

Investment solutions

We offer our private clients three main types of investment solutions: Neutral, Committed and Strongly committed. For our investment management clients, we offer five options ranging from Basic to Doing good.

We apply relevant governance and stewardship standards to our investments and incorporate additional screening when research indicates investee companies may be linked to controversies. Learn more about our responsible investment policies:

View Policies and resources

Our ambitions and targets

We focus our ambitions on the areas where we have the most impact, including climate, biodiversity, and inclusion and diversity. We aim to limit our carbon footprint within our discretionary assets under management (AuM), our balance sheet activities and our own operations.

To support these ambitions, we have set ourselves annual goals:

Climate

Cut direct carbon emissions via our own organisation by 8% per FTE per year, reaching net-zero in our own operations by 2030¹ .
Reduce the annual weighted average carbon intensity (WACI)² within our discretionary AuM by 7% per year, becoming a net-zero investor for this scope by 2050³ .

Our approach

Biodiversity

Partnering with the Partnership for Biodiversity Accounting Financials (PBAF), being a signatory of the Finance for Biodiversity Pledge, and an early adopter of the Taskforce on Nature-related Financial Disclosures (TNFD).
Investigating suitable metrics to identify and manage our impact on biodiversity within our discretionary AuM.

Our approach

Inclusion and diversity

Achieve a gender balance of at least 30% women and 30% men in senior management by 2029⁴.
Maintain a corrected gender pay gap of less than 2.0%.

Our approach

Footnotes

See our Climate transition plan (p. 15) for details and scope regarding this commitment.
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.
See our Climate transition plan (p. 9) for the scope of our funds within the WACI target.
See our online annual report 2025 (pp. 87-90) for details regarding our inclusion and diversity targets.