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Private Investor
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 €144 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] 30/06/2023
[2] AAA rating by Fitch Ratings, June 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.
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.
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.
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.
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 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 is an appointed representative of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority No. 153566. 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.
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