Greenbank 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 Greenbank, 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 MyRathbones app for a safe, secure view of investments and updates to portfolios.
Sustainable Investment Management for Financial Advisers
Greenbank Bespoke for Advisers
Greenbank Managed for Advisers
Greenbank Select for Advisers
Investment approach
We build our investments around a structure that combines clear guidance with genuine flexibility. It allows us to anticipate future needs and respond in the moment to both opportunities and challenges.
Our approach is to start and maintain a one-to-one relationship with you. We get to know and understand your circumstances and objectives, and tailor a portfolio to meet your stated requirements and ethical preferences; we never take investment models off the shelf.
Insights
March 2024 market commentary
As Q1 ended and data from major economies suggested increasing overall resilience, equity markets posted solid monthly returns. Europe’s flagship Nature Restoration Law faced mounting pressures, the UK National Standards Body launched a consultation for a framework of overarching principles for UK nature markets, and the Council of the European Union finally voted through an agreed text for the Corporate Sustainability Due Diligence Directive.
6 mins
February 2024 market commentary
A good month for most global equity markets. In the UK the mandatory Biodiversity Net Gain measure for developers aims for 10% net gain in biodiversity or habitat on new developments, and there’s good news about the UK net zero economy and the global adoption of TNFD reporting.
6 mins
An interview with the natural navigator, Tristan Gooley
Natural navigators learn to read the sun, moon, stars, weather, land, sea, plant and animals. In his latest book, How to Read a Tree, Tristan explains the simple principles that explain the shapes and patterns you can see in trees and what they mean.
6 mins
Investor Day 2024 — Water under pressure
Greenbank’s 27th annual Investor Day ‘Water under pressure’ will take place on Wednesday 24 April 2024. This year we’ll be focusing on risks and opportunities in a water scarce future.
1 min