Sustainable Impact Capital for financial advisers

We partner with a broad range of financial adviser firms helping their clients achieve their financial objectives in a way that aligns with their individual values.

We build trusted relationships with advisers, guiding and supporting them through the evolving landscape of sustainable or ‘green’ investment.

The investment process we follow is designed to be flexible enough to meet the individual financial and ESG requirements of each of your clients. Our investment managers also have an unrestricted choice of investments, including asset classes, funds and other structures that may not be open to all investors. The result is freedom to find the best options to help achieve your clients’ goals.

By outsourcing investment management decisions to Sustainable Impact Capital, you can provide your clients with well-researched investments that adhere to genuinely ethical and sustainable standards.

And when you need the latest information, you will always have access to client portfolios via our for a safe, secure view of investments and updates to portfolios.

Read our Sustainable Impact Capital Brochure here.

Sustainable Investment Management for Financial Advisers

Sustainable Impact Capital Bespoke for Advisers

We create and manage bespoke discretionary investment portfolios for clients with investment amounts of £500,000 or more.

Our bespoke service is about working together to understand your clients’ values, and also creates an opportunity for them to voice areas of concern they want to avoid and highlight sustainable investment themes they care about (for example, climate change, biodiversity loss or social inequality). We can also extend your clients an invitation to our regular events and seminars on sustainable investment topics that we host throughout the year.

Find out more about our Sustainable Impact Capital Bespoke for Advisers service here

Sustainable Impact Capital Managed for Advisers

For clients with £150,000 and above to invest, our Sustainable Impact Capital Managed for Advisers service is a cost-effective discretionary service with a dedicated investment manager, responsible for keeping your client up to date with their investment portfolio. They’ll work in partnership with you and your client to ensure their investments are aligned with their personal objectives.

This service integrates Sustainable Impact Capital’s expertise in ethical, sustainable and impact (ESI) investment with Barclays Group Unit Trust Managers’ strong track record in fund management. It has been designed to meet the needs of clients wanting access to an ethical and sustainable portfolio within a fund structure.

We offer five strategies, designed to suit different risk and return requirements. Once chosen, the investment is made in the Barclays Group Sustainable Impact Capital portfolio range of funds. These are multi-asset and single strategy funds, designed to meet a range of client needs without compromising on sustainable investment standards.

We can also extend your clients an invitation to our regular events and seminars on sustainable investment topics that we host throughout the year.

Find out more about our Sustainable Impact Capital Managed for Advisers service here.

Sustainable Investment Management for Financial Advisers

Sustainable investment labels help investors find products that have a specific sustainability objective. This product does not have a UK sustainable investment label because it does not have a specific sustainability objective, however this product does apply environmental and social criteria as set out in the investment objective and policy, including the non-financial objective.