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Individuals & Families

Where your wealth makes a difference

Feel confident that your wealth will leave a lasting, positive legacy.

We’ll provide down to earth advice and clear updates and reporting that help you understand your wealth potential and its impact.

How it works

We listen to what matters to you

…so we can invest your money in the most meaningful way. Then, using our twin-lensTwin-lensTribe’s two separate assessments of an investment’s financial and impact credentials — the potential monetary returns it may deliver as well as its social and environmental outcomes. read more, we provide you with a portfolio that’s aligned with both your financial goals and your impact priorities.

Investing with us

I felt overwhelmed with the responsibility of coming into money and confused about the ethical decisions I wanted to make. Tribe stood out. They are able to engage in frank conversations about how best to bring my wealth in line with my values. I trust Tribe and have found them responsive and professional.

Jamie Andrews
Client

The team there are fun and engaging and really helped to align my social ethos and personal interests with my investments, in the process making the whole notion of investing interesting and tangible.

Gemma McGough
Client

Investing with Tribe is refreshingly different. Their deep understanding of impact relative to other providers has made my investment journey not only more enjoyable, but more rewarding for me and less harmful to society.

Olivia Hall
Client

Investing with Tribe brings some unexpected benefits – understanding the nuts and bolts of partner businesses, a fun engaged network, remarkably good returns and of course the odd bragging right!

Vanessa Branson
Client

We switched our investments to Tribe a few years ago because we liked the long-term vision of a financial return accompanied with social and environmental benefits. We believe that this is what Tribe is well set up to do, and I would encourage anyone with similar priorities to consider Tribe.

Tom Jones
Client
How we work with you

We’re here to help you make a difference with your money

Our team of impact and investment specialists are here to help you align your wealth with the change you want to see in the world. We can work with you in two ways:

Discretionary portfolios

Based on our deep understanding of your values and preferences, we help you choose the best portfolio to meet your objectives and then manage it day-to-day. We assess every investment we make on your behalf for both financial and impact performance, actively monitoring and adjusting to align with your goals.

Our diversified, multi-asset portfolios are risk managed and aligned to your impact preferences. These can include general investment accounts (GIAs), individual savings accounts (ISAs) and portfolio management in relation to your pension.

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Advisory portfolios

Our expert team provides advisory guidance, so you can make day-to-day investment decisions with clarity and confidence. Together, we help create measurable alignment between your wealth and what matters most to you.

Our guidance helps you define a bespoke framework for your investments, so you can integrate impact into your decision making in a way that is unique to you. We help you navigate the evolving landscape of impact investing, and discover the opportunities that most closely align with your values.

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