UK Institutional

Our mission is to help our clients achieve their desired outcomes by providing innovative and tailored advice.  We put our clients at the heart of everything we do and our aim is to build trusted partnerships with our clients so that we are seen as an extension of their team.  We believe that we offer one of the strongest investment consulting propositions, based on the experience of our team, and our generalist approach.  Ultimately we believe that the best outcomes are achieved through collaboration with clients, other advisors and investment managers. 

We believe that ESG-related risks and opportunities can have a material financial impact on our clients’ portfolios.  The assessment of risk and risk management, including ESG risks, is a key part of our manager research and investment processes. We take a long-term approach to investing, and believe that engagement (over divestment) is critical to improving investment outcomes for our clients but also in driving meaningful real world change. We advise our clients on setting stewardship priorities and managing climate risks, and actively engage with investment managers to ensure they are being good stewards of our clients’ assets.