We’re a family of investment and advisory businesses with a focus on our clients’ values and aspirations. Shared ownership and the fact that our employees and a grant-making charitable trust share in our business and profits, lie at the heart of our approach. It’s what makes us different and provides the driving force behind our success. With experience in UK fund management of a pan-European private banking group, we manage investments for charities and incorporated the UK’s two oldest and best established ethical advice firms, we’re now an integrated advice and investment management group, widely recognised for our expertise in responsible and sustainable investment.