Sustainable Investment for individuals and families

A decision to invest money shouldn't mean making compromises. You can aim to make a positive impact, try to achieve your financial objectives, and stay true to your values.

As a Sustainable Impact Capital client, you’ll be kept informed about your investments with regular communications about portfolio performance. You’ll get market updates, and detail on the social and environmental attributes of your portfolio, and the companies in which you are invested.

We hold events and webinars on sustainable investment topics for our clients and produce regular reviews and publications about our investment themes, and our engagement activities.

We can invest for you directly, or through accounts such as ISAs, Junior ISAs, SIPPs, Trusts and Offshore bonds (through a financial adviser) according to the specific requirements of you and your family.

Read our Sustainable Impact Capital Brochure here.

Sustainable Impact Capital Bespoke

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

‘Discretionary’ means that your portfolio will be managed by a dedicated investment manager who’ll discuss with you in detail your financial objectives and your attitude to risk, as well as what matters to you in terms of how your money is invested.

This one-to-one service allows you to specify areas of concern (for example, climate change, biodiversity loss or social inequality) and investments you want to avoid, highlighting your personal choices of positive alignment to sustainable investment themes. Direct contact with your investment manager is a vital part of this service, and the driver behind the long-standing client relationships Sustainable Impact Capital has built.

Your investment manager will build a portfolio that is customised to suit your individual needs and manage all the transactions and investment decisions from that point on.

We’ll also invite you to our regular events and seminars on sustainable investment topics. You, along with family and friends are welcome to attend.

Find out more about our Sustainable Impact Capital Bespoke service here.

Sustainable Impact Capital Managed

If you have £150,000 and above to invest, our Sustainable Impact Capital Managed service is an alternate, cost-effective discretionary service. Based on a careful assessment of your needs and objectives, your dedicated Sustainable Impact Capital investment manager aims to ensure you invest in the ready-made and globally diversified portfolio that’s suitable for you. These portfolios are based on the Barclays Group Sustainable Impact Capital range of actively managed funds. This service integrates our expertise in ethical, sustainable and impact (ESI) investment with Barclays Group Unit Trust Managers’ strong track record in fund management.

Your investment manager is personally on hand for you when you need them. They manage the tax and cash flow around your investments and all the investment administration.

You’ll also be invited to our regular events and seminars on sustainable investment topics. You, along with family and friends are welcome to attend.

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