Financial advisers

Multiply value for your clients

We help you stay at the forefront of the growing sustainable investment ecosystem and navigate the fast-evolving regulation landscape — so you can deliver meaningful returns for your clients.

Be part of the future of investing

Demand for genuine sustainable impact investmentImpact InvestingInvestments made with the intention of generating social/environmental impact alongside a potential financial return. read more solutions is growing fast. More and more investors want their financial choices to align with the issues they care about.

Impact can go hand in hand with financial returns. Sustainable investments can help diversify a broader portfolio, providing a new asset classAsset classA group of investments or securities which have similar financial characteristics such as equities, fixed income, alternatives and cash. read more that can balance overall risk considerations.

Our products

Sustainable solutions to meet your clients’ needs

Sustainable Impact Model Portfolio Service (SIMPS)

An accessible range of sustainable investment solutions that bring positive change for people and planet.

Learn more

bee keeper in their full kit, outside with the bees, looking down. The photo has a pink tint

Sustainable World Direct (SWD)

A diversified, sustainable investment portfolio for clients wanting a direct and engaging approach to investing for their impact and financial goals.

Learn more

Bespoke Wealth Management

A personalised, impact-led investment solution that aligns with your high-net-worth clients’ unique values and financial goals.

Learn more

Multi-asset fund range

Our multi-asset SDR-labelled fund range is launching soon, subject to regulatory approval.

Coming soon

How we support you

Your partner in all things sustainable investing

We’ve supported financial advisers since 2016 with portfolios, resources and education that help you speak to clients about achieving their financial goals while supporting the issues they care about.

We can help you with:

Client engagement

Tools to help you speak to your clients about sustainable investing and connect them to a sustainable investment portfolio that best aligns to their values, financial priorities and risk profiles.

Portfolio recommendations

Resources to help with your portfolio-specific recommendations — whether they’re a new prospect or a client you’ve looked after for decades.

Education and support

The latest insights, portfolio stories and data-driven reporting that help you connect your clients to their portfolios and their impact.

Tribe’s track record of innovation, deep alignment with UN SDG revenues, and rigorous due diligence process gave us confidence, as did their expertise in impact reporting with robust data.

David Burridge

Paradigm Norton

Investing in the Tribe SIMPS not only reassures clients that their investments are aligned with their personal ethics, but also documents specifically how their money is contributing towards a positive future world. This provides a solution in which our clients can truly believe.

Daniel Stansall

MWA Financial

Meet the team

Get to know our team of finance and impact experts.

Our people

Christopher Toy

Head of Adviser Distribution

Callum Quinn

Sales & Client Relationship Manager

Maximillian Parylo

Sales and Client Relationship Associate

Find the answer to advisers’ commonly asked questions

What makes Tribe different from other managers?

We differ from other managers in a few ways. Firstly, we’re 100% dedicated to sustainable investing. From day one, we have only invested for positive impact, helping advisers and their clients align their capital with their values.

We combine deep investment expertise with positive social and environmental outcomes. Like traditional asset managers, we focus on value creation, resilience and the long-term growth of our investments. But we go further – assessing every investment for its impact on people and planet.

We’re also proud to be a certified B Corporation, which means sustainability runs through everything we do – from how we operate as a business to how we manage portfolios.

Most importantly, we make it personal. You’ll work with a team that listens, understands your priorities, and builds portfolios that reflect the ambitions of you and your clients.

How do we work with advisers?

We support advisers in bringing sustainable investing into their client conversations and broader business proposition. Whether you’re just starting out or already experienced in the space, we provide the tools, insights and materials to help you speak with confidence.

This includes brochures, factsheets, webinars, events and regular market updates, everything you need to navigate client questions, stay informed, and offer solutions that align capital with purpose.

Do you offer financial planning?

What’s the difference between ethical, ESG and impact/sustainable investing?

typically focuses on negative screening, excluding industries or activities that conflict with a client’s values, such as tobacco or fossil fuels.

investing assesses how a company operates by analysing environmental, social and governance risks and opportunities. It’s about how a business manages its operations, rather than what it produces or sells.

(or sustainable investing) goes further. It applies ethical screens, considers ESG risks, and also evaluates what a company does at its core. It looks at whether a business’s products or services contribute to solving global challenges, like climate change or social inequality, rather than exacerbating them. A company may score well on ESG metrics yet still deliver products that negatively impact people or planet. Sustainable investing aims to align capital with positive outcomes.

Can you help me with client conversation about sustainability?

Absolutely – we know how fast moving the sustainability landscape can be so we work hard to ensure all our marketing and communications are up-to-date and suitable for your underlying client, free of jargon, fresh with the latest sustainability developments and easy for you to share.

We developed a “sustainability questionnaire” – a short online tool – that can help you initiate conversations with your clients around their sustainability preferences. We also regularly produce communications to support your ongoing client conversations.

What’s the best Tribe product for my client?

We offer three sustainable investment solutions to meet different client needs, depending on the size of their portfolio, the level of personalisation they’re looking for, and the service they require.

Sustainable Impact Model Portfolio Service (SIMPS) is designed for clients looking for a straightforward way to invest sustainably. With no minimum investment (subject to platform minimums), it offers six risk-rated model portfolios available across a wide range of platforms and wrappers.

Sustainable World Direct (SWD) is designed for clients investing £500,000 or more who want a more direct and diversified sustainable investment experience. Their portfolios are built using a broader investment universe, including direct equities, ETFs, investment trusts, gilts and third-party funds, and come with enhanced investment and impact reporting, while you remain at the centre of the client relationship.

Bespoke Wealth Management is designed for clients investing £3 million or more who have more complex investment needs or specific impact ambitions. We work alongside you to build a tailored portfolio aligned with your client’s financial objectives and sustainability priorities, supported by a highly personalised impact investment management experience.

Subject to FCA approval, we have a multi-asset fund launching soon; more details to come.

If you’re unsure which solution is most appropriate, our Adviser Team would be happy to discuss your client’s needs and help you understand the features of each service so you can determine what may be suitable for your client.

Make an impact for your clients

Speak to our team about how we can help you bring sustainable investing to your clients.

Get in touch

or call us on +44 203 745 5570

Resources

Snowball

Important information

The following content is not suitable for any person outside of the UK. Snowball is intended for Professional Investors only. Prior to any investment, a Wealth Manager will conduct an assessment to confirm your eligibility and whether the product is appropriate and suitable for your investment needs and objectives.

Please read this important information carefully. By responding to this Disclaimer and selecting “I AGREE,” you confirm that you have read, understood, and accepted its contents, and that you are a UK resident before accessing this content.

Purpose and Scope

This content is not a financial promotion within the meaning of Section 21 of the Financial Services and Markets Act 2000 (FSMA). This content is provided for informational purposes only and is not intended to constitute investment, legal or tax advice, an offer to sell, or a solicitation of an offer to subscribe for or purchase any investment. The distribution of information on this website should not form the basis of, or be relied upon in connection with, any contract or investment decision.

Regulatory Status

Snowball Impact Management Limited is a wholly owned subsidiary of Tribe Impact Capital LLP. Snowball Impact Management Limited is authorised and regulated by the Financial Conduct Authority, FRN: 948779.

Relationship

Tribe is not acting as an agent, advisor, or providing any services to the viewers of this content. Accessing this content does not create a client relationship.

Intended Audience

This content is not suitable for retail investors and only made available to investors categorised as Professional within the criteria detailed in COBS 3.5. Reliance on the contents of this website for the purposes of engaging in investment activity may expose individuals to significant financial risk, including the potential loss of capital invested.

Risk Warning

Private markets investments are speculative and involve a high degree of risk and those participating investors risk losing all of the capital they invest. Investments in private equity are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-10 years) should not invest. Prospective investors should carefully consider the risk warnings and disclosures before making an investment.

The value of an investment may go down as well as up and investors may not get back their money originally invested. Past performance is not necessarily a guide to future performance.

Information

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Multiply value for your clients

Be part of the future of investing

Sustainable solutions to meet your clients’ needs

Sustainable Impact Model Portfolio Service (SIMPS)

Sustainable World Direct (SWD)

Bespoke Wealth Management

Multi-asset fund range

Your partner in all things sustainable investing

Client engagement

Portfolio recommendations

Education and support

Meet the team

Find the answer to advisers’ commonly asked questions

Make an impact for your clients

Important Information

Important information

Important information

Important information

Important information

Important information

Purpose and Scope

Regulatory Status

Relationship

Intended Audience

Risk Warning

Information