We believe in sustainable financial management without compromise, great advice and the highest levels of service.
We believe in treating our planet and its people with the same levels of respect. Sustainability is the beating heart of everything we do.
Our work helping our clients play their part in building a sustainable future is bold, ambitious and far-reaching. Balancing purpose and profit to become a force for good.
We aim to create a million impacts
That means, literally, doing a million things to contribute to a more sustainable and responsible world. B1G1 is scoring this for us in real time!
Our impacts so far
We celebrate every client’s birthday every year by planting a tree to halt deforestation and restore forests.
Clean water for all
Every time someone likes, shares or replies to our messages on social media, we give 150 days of clean water to school children in rural Zambia.
If you are kind enough to refer a friend or colleague to us, we will provide nutritious meals to nursery school children in Kenya for 90 days.
Importance of Education
Sign up as a new client with us, and we will give a Nepalese child with disabilities access to education for a year.
We are committed to socially responsible financial management for the good of our clients, communities and our world.
We strive to create a positive impact for our clients, our planet, and our communities by ensuring that our advice is a force for good.
Everyone is equal. We champion diversity and gender equality. We believe in respecting everyone and working for the benefit of everyone.
We believe in growth, whether it be in our portfolio valuations or the good that we do. It is possible to grow and succeed alongside our communities and the planet we share.
How we advise
We have a clear philosophy and a process to match. Together they enable us to offer financial planning advice for the good of our clients, our community and the wider world around us.
We have chosen to promote our services exclusively through the St. James’s Place Partnership, which shares our beliefs and passion for social responsibility.
St. James’s Place
Every St. James’s Place fund manager signed up to the Principles for Responsible Investment (UNPRI). St. James’s Place joined the Net-Zero Asset Owner Alliance in 2020 and committed to reducing the emissions of their investments to net zero before 2050.
St. James’s Place is proud of the fact that 88% of Partners and employees donate on a regular monthly basis to the St. James’s Place Charitable Foundation, which with matching raises over £3.5 million per year. The Foundation is the 3rd largest corporate foundation in the UK and since its formation, more than £110 million has been raised.
We are aligned with St. James’s Place’s philosophy, approach and vision. Together we create a perfect fit. Their influence and breadth across China, Hong Kong and Singapore allow us to remain agile and versatile whilst maximising our impact on behalf of our clients.
We thought long and hard about the best business to support us. It was crucial that they could provide the professional service we required, including a wide range of funds, portfolios and experts across the globe.
And we want to work with people who are fully aligned with our values and commitment to social responsibility.
Who we are
Each member of our team, with our own background, experience, qualifications and quirks, share a commitment not just to our clients but also to each other and the world around us. We love what we do, giving you the freedom to do what you love.