Impact investing

We help you to create the changes you wish to see in the world.

Many clients want their investments to contribute to solutions to the big problems they see in the world. This is possible by allocating capital to impact investments. Impact investments are investments that are made with the intention to generate positive, measurable social and environmental impact alongside a financial return.


To create impact, investors need to identify the problems they are trying to solve and understand the reasons these issues exist. Bringing our expertise across environmental and social issues, we can help you articulate your values and define the areas you wish to focus on.


We bring your impact intentions to life through a portfolio of aligned investments. Our aim is to deliver a portfolio that creates long-term positive impact and is financially successful.


Understanding the impact of your investments is a core principle of impact investing. We report on the estimated impact performance of your investments, demonstrating alignment to the portfolio objectives.

Investment Examples

Whether supporting renewable energy projects, investing in accessible healthcare, or backing social enterprises, impact investing can help you to make a difference. By directing capital towards solutions to the global challenges we face, impact investing has the potential to contribute to a better future for both people and the planet.

The examples included here are for illustrative purposes only and do not represent any recommendation to buy or sell.

Investing for People


Safaricom has been credited with pioneering a mobile-based payments system in 2007 called MPESA. It’s enabled millions of people to make secure cashless transactions by SMS instantly.

Investing for People

Urban Legend

Research has shown that reducing the amount of sugar, salt and fat consumed in commonly consumed foods is an important part of tackling the global obesity epidemic. Urban Legend is on a mission to reduce the calorific and fat load of baked goods. Starting with one of our unhealthiest foods, their doughnuts have 50% less fat, sugar and calories compared to similar products.

Investing for Planet

Lifecycle Renewables

Lifecycle Renewables uses new technology to make a type of heating oil called Truburn. Truburn is made by recycling used cooking oil from restaurants.

Investing for People


NeuroFlow has built an AI platform to analyse data which can identify signs of mental health crises early. With early detection people can get access to the critical care they need, which may lead to better health outcomes and cost savings for health care payers.

Contact Us

To discuss your wealth management requirements, or to find out more about our services, please contact us below.

Related Content

To explore our related content, please see below:

Annual sustainability and impact reports 2023

We’re delighted to publish our fourth annual sustainability and impact reports for our flagship sustainable funds – the Sustainable Multi-Asset Fund for charities, and the Sustainable Balanced and Sustainable Growth Funds for private individuals. Each report describes the active fund management approach during 2023 and evaluates the positive impact each fund has made through capital allocation and our active engagement.

Donor-Advised Funds: flexible, effective giving

Donor-Advised Funds offer a quick, private and flexible alternative to establishing your own charity, allowing you to focus on the impact you wish to make.

Family Offices: A roadmap to impact

We are delighted to support the latest Impact Investing Institute guide. This resource is designed to support and inspire families who want to create positive change using their wealth.