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Private Investor
Britain Yearly Meeting (BYM), the national charity supporting Quakers in Britain, workings for and on behalf of the communities we serve. Our charitable purposes are Sustaining our church and faith; Supporting Quaker Communities; Witness through action; and Promoting Quakerism. For over 360 years Quaker faith has led us to testify to equality, simplicity, peace and truth. Quaker social witness encompasses work for peace in Israel–Palestine and in Africa. It strives for environmental sustainability, a compassionate criminal justice system and for equality in Britain. It supports poorer people in society through bursaries, relief payments and grants. We provide central support to the witness of local meetings, for example through servicing networks of prison chaplains.
Candriam, a European asset management company with investment centres in Brussels, Paris, Luxembourg and London, is a recognized leader in responsible and sustainable investing. With more than 25 years' experience and some 600 experienced professionals, Candriam manages over €145 billion in assets[1] for an international clientele of institutional investors, distributors and private individuals.
Our responsible and sustainable approach is at the heart of all our investment decisions. We integrate environmental, social and governance (ESG) issues into our investment strategies and help our customers achieve their sustainability goals.
As a member of the New York Life group, Candriam benefits from the support of a AAA-rated[2] partner with over 175 years of experience.
Choosing Candriam to manage your portfolios means selecting expertise that regularly wins awards[3] and taking an active part in financing projects run by the Candriam Institute for Sustainable Development in the fields of education, social inclusion, environmental protection and the fight against cancer.
Together, let’s invest today to build the world of tomorrow.
[1] 31/12/2023
[2] AAA rating by Fitch Ratings, December 2023
[3] For details of all specific rewards, please visit www.candriam.com.
Chase de Vere has been a trusted source of independent financial advice since 1969, making us one of the longest established, most experienced advisers in the UK. Some of our clients have been with us for decades. That is because, as well as offering high-calibre, unconstrained advice, we continually strive to make sure our clients are satisfied. Our financial advice spans a wide range of services including pensions, estate planning, care funding and wealth management as well as business protection, employee benefits and workplace financial education. We consider ourselves as allies – experts sitting on our clients’ side of the table, acting in their best interests.
I help you make confident financial decisions with simplified wealth management; assisting you with financial objectives that facilitate your life goals. These priorities often include values like freedom, financial integrity and security.
Clients include working professionals that want to delegate their investment management, retired and semi-retired individuals who want to enjoy financial freedom living with passive investment income or who want help with pension drawdown.
A generous percentage of my clients are women who enjoy the connection & working with a woman financial adviser.
The CorpAxe suite of products allows institutional investors, from the largest asset managers and sovereign wealth funds to the smallest hedge funds, to easily discover, source, track, and log all of their most valued interactions. With CorpAxe, asset managers have complete command over their meetings, leading to firms that are more efficient and capable of complying with the ever-changing financial regulatory environment.
Our goal is to help as many ethically focused people as we can access suitable investments for their pensions and savings and achieve their financial goals while making a positive contribution.
Green Investment Partners Limited is a London-based investment management firm, authorised and regulated by the FCA. We invest in sustainable businesses accelerating the energy transition, with a long-term horizon focusing on growing capital and cutting carbon. Green Investment Partners was founded by Fabian Leonhardt, formerly of Augusta & Co, and Joshua Cole, formerly of Guinness Asset Management in 2018.
Greenbank specialises in creating bespoke ethical and sustainable portfolios for high net worth private clients, trusts and charities. Our aim is to help clients achieve their aims, generating the financial returns that they need without compromising their values. We do not restrict clients to a ‘one-size-fits-all’ solution, but instead tailor portfolios to meet both their financial aims and their ethical, ESG or sustainability requirements. In doing this, we are committed to bringing about positive change in business practice through sustainable investment and engagement – not just because we feel that this is the responsible approach but because we believe it is also sound financially.
Drawing upon their direct sustainable investing experience, Impact Cubed delivers actionable ESG data & investment solutions. Their ESG data facilitates comprehensive analysis and reporting for both clients and regulators - and their proprietary 3D approach introduces an 'impact' dimension to the conventional risk-return paradigm, empowering investors to design bespoke sustainable strategies that optimise impact and minimise risk.
Inrate is an independent sustainability rating agency based in Switzerland. In total, we employ a total of 50 people, including our partner company in India. Since 1991 we have been combining in-depth sustainability knowledge with innovative research solutions for the financial markets. Our range of services includes ESG analyses, sustainability ratings, and shareholders.
Intercontinental Exchange, Inc. (NYSE: ICE) is a Fortune 500 company that designs, builds, and operates digital networks that connect people to opportunity. We provide financial technology and data services across major asset classes helping our customers access mission-critical workflow tools that increase transparency and efficiency. ICE’s futures, equity, and options exchanges -- including the New York Stock Exchange -- and clearing houses help people invest, raise capital and manage risk. We offer some of the world’s largest markets to trade and clear energy and environmental products. Our fixed income, data services and execution capabilities provide information, analytics and platforms that help our customers streamline processes and capitalize on opportunities.
We are financial planners specialising in ethical finance – and we’re passionate about it! We can help you take your principles into account, so your money can make a positive difference in the world. We provide advice on pensions, investments, and other financial products – but we also offer much broader support on planning, budgeting and meeting long-term goals in life.
With offices located in Broadway, Draycott, Stourbridge, Chipping Campden, Worcester, Stratford upon Avon, Gloucester and Kenilworth we are perfectly located to offer financial advice to all of Gloucestershire, Worcestershire and Warwickshire. Investing ethically doesn’t mean sacrificing performance anymore – there are plenty of ways to achieve both aims in your portfolio. Our mission is to provide a clear, professional and personal service which is essential in today’s ever-changing and often confusing world of Financial Services and products. We are both fiercely independent and ‘whole of market’ - we have no direct ties to any investment house or product provider. This means that we can make the best possible recommendation to you without any outside influences.
For over 30 Years, Jan has provided a first class service to clients from her earlier days in London and later after moving to Bristol and starting her own firm.
She now advises clients in Bristol, Surrey, Oxfordshire, Worcestershire, Gloucestershire, Dorset, Cornwall and Cardiff ~ and many places in between ~ Jan believes that business is client-centred and, for that reason, is careful to maintain a client portfolio that enables her to provide the professional service that each demands and deserves.
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Johnston Carmichael Wealth are a team of Independent Financial Planners with offices located throughout Scotland. At Johnston Carmichael Wealth, what’s important to us is that you live life on your terms. We believe in intentional living - the art of making your own choices - and, as such, our philosophy is simple: your goals and aspirations, our expert advice.
Our team of independent financial planners prioritise really understanding what’s important to you, so we can create a bespoke financial plan that is uniquely tailored to your objectives and sustainable preferences. Whatever you want your future to look like, our expertise and experience will help you make it a reality.
Koru Impact Solutions is a trailblazing financial technology (FinTech) company specialising in environmentally beneficial investment.
Based in the UK, our innovative software and consultancy solutions empower individuals and businesses to navigate the complex world of environmental impact regulations, helping financial professionals save time, maintain compliance, as well as helping ensure responsible investing is rewarded.
We provide a top-down solution for fund managers which stream lines impact reporting and aligns with climate regulations. Fund managers have lots of data disaggregated data that we turn into easily digestable outputs.
Behind every piece of data, there are numerous possibilities. By fusing human instinct with analytical insight to identify sparks of opportunity, we help our clients navigate clearly through complexity to make decisions that matter to their business and to our wider society. We are powered by our desire to solve important problems to create a brighter future. We have market leading capabilities across pensions and financial services, energy, health and analytics and bring a breadth of knowledge and specialist skills that help our clients solve problems and embrace opportunities.
Lendology CIC is a pioneering B Corp and social enterprise lender, regulated by the Financial Conduct Authority, with a mission to transform homeowners' lives. Collaborating closely with local councils across the UK, Lendology offers an extensive range of financial solutions, addressing a spectrum of homeowner needs. From essential home repairs and improvements to energy-efficiency upgrades, renewable technology installations, and adaptations for accessibility, Lendology CIC is committed to fostering a safe, sustainable, and inclusive living environment for all.
What truly sets Lendology apart is its unwavering dedication to fairness. Regardless of individual circumstances, loan amounts, or terms, every applicable homeowner receives the same fixed interest rate. This approach ensures equitable access to financial support, eliminating the need for high-cost credit arrangements that can burden many individuals.
Liontrust is a specialist asset manager that takes pride in having a distinct culture and approach to running money. The company launched in 1995 and listed on the London Stock Exchange in 1999. We are an independent business with no corporate parent. Our purpose is to enable investors to enjoy a better financial future. We believe investment processes are key to long-term performance and effective risk control. Our fund managers are truly active in applying their investment processes. There is no house view - our fund managers have the freedom to manage their portfolios according to their own investment processes and market views.
MainStreet Partners was established in 2008 with the aspiration of providing investors with transparent and easy access to companies and funds that achieve consistent financial returns while improving people’s lives and protecting our planet.
We are the trusted ESG partner of top-tier investors for a simple reason: we provide a one-stop shop for their sustainability requirements at portfolio level. Our clients are some of the most sophisticated and leading Wealth Managers, Asset Managers, Banks, Insurances and Asset Owners in the financial industry.
MainStreet is based in London, regulated by the Financial Conduct Authority. We operate via two main divisions:
Our solutions are delivered through proprietary models and databases available on a unique and user-friendly ESG platform: ESG Everything - The ESG platform by MainStreet Partners Our clients can create sustainable model portfolios and/or analyse their assets thanks to:
We are an active investment management firm focused on delivering attractive performance and client portfolio solutions, deploying the latest technology across our business to help ensure we stay at the forefront of our evolving industry. We provide long-only, alternative and private markets products on a single and multi-manager basis. We develop bespoke solutions and fund of hedge fund services which utilise the firm's advanced technology, infrastructure and expertise. We continuously invest in technology, talent and research as we strive to deliver the best results for our clients. Across our investment managers, we manage US$ 138.4bn* for our global clients, with institutional investors contributing 79% (2021) of the group’s funds under management.
People's Partnership, the provider of The People's Pension, is a financial services business that uses its profits to provide straightforward, accessible, trusted products and support that help people become financially stronger. We champion better financial outcomes for people through focused research and supporting government policy change where needed, helping to shape our industry for the better. Our purpose is to help people to build financial foundations for life. Our vision is for the UK to be a place where millions of people lead financially stronger lives because of their trust in us. Our mission is to use our profits to provide straightforward, accessible, trusted financial products and support that help people become financially stronger.
RepRisk runs the world’s largest, daily updated database on ESG risks with 15+ years of unbroken data history. We combine AI and advanced machine learning with human intelligence to identify material ESG risks on companies, real assets, and countries. RepRisk provides clients and partners with due-diligence grade data and metrics mapped to 101 ESG risk factors and to standards such as UNGC, SASB, SDG, constructed using a transparent rules-based methodology.
We are a family-run business that was set up in 1992. We aim to provide a friendly service that is right for you, merely offering straightforward help and advice. We are proud of the high level of service we provide and believe that we have the skills and expertise our clients need.
Sevenaar is an independent financial adviser and provides investment and wealth management advice using our bespoke portfolio management services. We advise and make recommendations for you after we have assessed your needs. Our recommendation is based on a comprehensive and fair analysis of the market. We manage your investments using industry standard financial methodologies and practices. Our clients get value and benefit from sophisticated investment expertise.
The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances.
Sevenaar® is a trading name of Sevenaar Limited. Sevenaar Limited (FCA No. 930006) is an appointed representative of Julian Harris Financial Consultants (FCA No. 153566), which is authorised and regulated by the Financial Conduct Authority. Sevenaar Limited is registered in England and Wales under reference number 12214066.
We help you build a tax-efficient legacy A fair deal for our investors is at the heart of everything we stand for. We pride ourselves on offering flexible and innovative Inheritance Tax planning solutions that reflect the real needs and aspirations of our clients and their loved ones. We share investment returns and we ensure full transparency every step of the way.
When you invest with T. Bailey you are choosing an approach to asset management that is different by design. Our founding family have 150 years’ business experience and originally established T. Bailey to manage their own investments. This proved a great success and for more than 20 years, other investors have been able to invest their money with T. Bailey alongside that of the family, and of our team of investment experts. The benefit for you is knowing that at T. Bailey we never lose sight of our key objective: achieving the best possible risk-adjusted returns for our investors. We are privately owned, proudly independent and focused, without compromise, on preserving and growing our investors’ wealth.
TAM Asset Management is an award-winning discretionary investment manager with a 16-year track record of providing financial advisers and their clients with active, low-volatility model portfolio solutions.
We are passionate about accessibility and inclusivity. We believe that every investor should have access to expert investment management and do not believe in a one-size-fits-all approach. We have developed a varied offering with no minimum investment requirement, which includes sustainability-focused and Sharia-compliant investment strategies available across a multitude of risk and account options.
We are dedicated to sustainability and charitable giving. We offer two client-led initiatives - You Give We Give and the Client Carbon Footprint Commitment – both of which are unique in the industry.
The Scott Trust Endowment Ltd (STEL) is a diversified portfolio that exists to secure the financial and editorial independence of The Guardian in perpetuity by adopting a long-term investment strategy. The endowment takes a proactive stance to responsible investing, believing that sustainable, long-term returns are dependent on well-functioning, well-governed, social, environmental and economic systems. STEL is particularly focused on engagement to address the risks from climate change and threats to nature, and on improving diversity, equity and inclusion both in the investment industry and in the impact of underlying investments. It was among the first to divest its fossil fuel investments and has since acted as a cornerstone for funds investing in solutions that support a low-carbon economy.
WWF is the world’s leading independent conservation organisation. Our mission is to create a world where people and wildlife can thrive together.
The World Health Innovation Summit (WHIS) platform for sustainable development
Aberdeen Standard Investments is the Asset management arm of Standard Life Aberdeen plc, one of the world’s largest investment companies, created in 2017 from the merger of Standard Life plc and Aberdeen Asset Management PLC. Our purpose is to invest for a better future, to make a difference to our clients, the lives of our customers, our people and our shareholders. Our vision is to build a world class-investment company. A modern, dynamic global business which has the talent, scale and high-performing investment solutions to compete against the leading asset management companies across the world. As a leading global asset manager, Aberdeen Standard Investments is dedicated to creating long-term value for our clients. The investment needs of our clients are at the heart of what we do. We offer a comprehensive range of investment solutions, as well as the very highest level of service and support.