We believe that our company should be contributing to society in many ways, not just financially.
Maintaining a healthy corporate social responsibility is an integral part of the wealth management business. We know that investments can have an impact on specific locations, as a boost for a local business is a boost for the community around that business.
While we work with local communities, hospitals, schools, and deserving charities and businesses, we believe that we should protect our planet at every level. We employ a number of professionals who are qualified to give their expert opinions on how we can improve our company’s standing within local communities or globally.
Responsible investing means that we invest in businesses and projects that are environmentally friendly, socially responsible, and economically empowering. We are committed to making the world a better place through our actions in both business and life.
Becoming Carbon Neutral
Our investment strategies are always created with a view to using renewable resources first, but never to the investor's detriment. We choose renewable energy, businesses that use sustainable resources, and invest in projects that rebuild and regenerate rundown areas - all these help improve our social standing. Investing in or donating to charities can also be beneficial from both a financial standpoint as well as corporate social responsibility.
Becoming carbon neutral is a priority for many businesses, and we are no exception. Using the digital tools available to us, we hold meetings online, use digital documents instead of paper, and minimize travel whenever possible. Sending information via the internet is much more efficient, less resource-intensive, and better for the planet overall.
Investment in People
We are also committed to the well-being of our employees and their families, both in work-life balance and when they retire. This means that we provide a range of benefits to look after our team members, and we encourage continual learning to help our employees become the best people they can be.
All these efforts align with our belief that investment in our people is a sound financial decision and benefits society by making them happier and healthier overall.
We take corporate social responsibility seriously but appreciate that this is an area in which our clients may have strong beliefs. If you have any ideas to help us invest more sustainably, please get in touch with us, and we will discuss your ideas in detail.