As well as our core service of bespoke investment management, an area of particular interest to a growing number of our clients is social enterprise investment  – providing investment support to small businesses and other organisations with a clear ethical or environmental mission. Over recent years our clients have been key investors in fair trade, microfinance, organic farming, renewable energy, sustainable property, social housing and sustainable transport. We have become one of the UK’s largest investors in this area.

While we seek a fair financial return from such investments, they are generally only appropriate for clients and trustees prepared to take on the additional risk inherent in such opportunities. For many social enterprise investors this increased risk is compensated for by the strong social returns.