Your values can drive value. We believe in a bespoke approach to wealth management, one that equally considers our clients’ financial objectives, as well as their personal values. We use the UN Sustainable Development Goals as an impact lens, which helps us to identify what our clients care about and then focus in on the change they want to see in the world. This process creates their ImpactDNA, a marker which is unique to them.
One of our clients, Topcashback, spoke to New Money about their journey into impact investing. They went through our ImpactDNA process which helped them understand what is most important to them and how they could align their investments to their mission and values. Read more about Topcashback’s move into impact led investing here.