Ethical Investors

3rd Floor, Formal House
GL50 3PN

Contact Person

Lee Coates, OBE
Managing Director
DescriptionEstablished in 1989, Ethical Investors specialises in advice on ethical, responsible, ESG and SDG investment advice to individuals, charities and responsible businesses. We are leaders in innovation and product development in the ethical space and donate a significant proportion of our annual profits to our own charitable foundation.ApproachSustainability, like ethical values, is quite subjective so we ask every client to explain to us what their personal values are. We then use this to recommend an investment portfolio of funds which reflects these personal values, as well as each person's attitude to risk. We seek to balance a person's desire to avoid certain areas whilst at the same time support them to invest positively in areas they do want to invest in. We assist fund managers and charities in developing responsible investment polices.