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Here you will find a repository of ESG related information from our various Partners, ordered by partnership level and then alphabetically.


Janus Henderson Investors
A global asset manager with investment professionals and expertise across all major asset classes who manage individual, intermediary and institutional clients.

Pacific Asset Management
Progressive asset manager, rethinking the conventions of how asset management works for advisers, institutions, investors, asset owners and the industry.

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TAM Europe Asset Management
Manage assets for private clients, insurance companies, pension schemes, trust companies and charities.

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Evelyn Partners
A private client investment company with specialists working with many UK and international financial advisers.

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LGT Wealth Management
A wealth management firm offering a personalised, flexible and direct approach to investment planning and management across multiple asset classes.

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A leading UK provider of personalised investment management and wealth management services for financial advisers and intermediaries.

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An asset management business that connects investors to their investments and social progress in order to deliver better financial outcomes for all.

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Brooks Macdonald
Through its various subsidiaries, offers a range of investment management services to private high net worth individuals, pension funds, institutions & trusts.


An investment management company offering a range of investments to suit individual needs, from simple, ready-made funds to expert picks.

Morningstar Wealth Platform
Manage and administer the investments of financial advisers, investment managers, institutions, accountants and product providers across the globe.


Dynamic Planner
An end-to-end, risk based, financial planning system for advice firms, combining intuitive technology with a trusted independent asset risk model.


Guinness Asset Management
Are independent and provide a range of long only actively managed funds to individual and institutional investors with a focus on investment management.

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Marlborough Group
Marlborough’s range of Irish-domiciled funds of funds provide their clientele with comprehensive risk-graded investment solutions in a UCITS structure.

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VAM Funds
A fund management group offering a range of funds investing across the spectrum of asset classes including equities, bonds and multi-asset portfolios.

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