About us
We’re a team of wealth managers and impact specialists committed to supporting the growing community of people who are passionate about using their wealth to take action that brings positive change to the world.
Our mission & our values
We’re on a mission to change wealth management – for good. We want to be the wealth manager of choice for those who want to invest well and for good. Our values underpin our shared beliefs, and in turn guide our culture and behaviour. All of which unites us as a Tribe.
CORE VALUES
FORWARD THINKING: We see clearly when others can’t. Our approach is progressive, and our decisions conscious and considered. We’re working today for a better tomorrow. We embrace innovation over status quo.
PASSION: We are united in our goal to be the wealth manager of choice for those who want to invest well and for good. We care deeply about effecting change in our industry and the wider world, now and for future generations. We love what we do, and it shows.
COLLABORATION: We are better together. We find fresh perspectives by sharing our knowledge, skills and expertise, and learning from and with each other. We are a community. We are Tribe.
INTEGRITY: Collective courage, honesty, and ethics ensure we uphold our values throughout Tribe, and keep us accountable for our actions.
BEHAVIOURAL FOUNDATION
Our mission
Our mission is to deliver long-term returns and help create the social and environmental change our clients seek. We work for wealth holders who want to align their investments with their values. We strive to be transparent, inclusive and innovative and look to invest in companies embodying these characteristics too.
Our approach
We only build portfolios for positive impact and financial returns. We do this via our twin-lens. We go beyond negative screening, taking a much more detailed view of which opportunities may have a positive impact and potential financial returns.
Our north star
We identify the businesses we invest in by using the UN Sustainable Development Goals (SDGs). These are the ‘north star’ of our investment approach; they’re integral to how we understand our clients’ values, as well as the investments we choose, and how we report on them.
Our behaviours
It’s important that what we say is reflected in how we behave and operate as a business. We report on our behaviours as a business in our annual sustainability report. We strive to embody our mission metrics — transparent, inclusive and innovative — throughout our business.
Our supply chain
Wherever we can, we choose suppliers who share our values. For example, our servers are powered solely by green electricity sourced from 100% renewable sources, we have a carbon efficient website, and our meeting room furniture has been built by a social enterprise, using sustainable materials.
Our profit lock
We distribute 20% of our profits to impact organisations. We believe invested capital is essential to contributing to solving many global issues, if done so sustainably. This aligns to our B Corp commitment to carry out our business and operations so that it has a material positive impact on society and the environment.
Our people
We’re a team of wealth managers and impact specialists whose goal is to deliver long-term positive impact and growth for everyone. Our theory of change? To change the nature of wealth and its impact.
Recent awards
We don’t do what we do for the accolades but we appreciate the recognition we’ve received from the industry, community and our peers.
