BECOME A CLIENT
Become part of an exclusive network, and let us help you build the future you want to see.
We are proud to be a firm that integrates environmental, social and governance (ESG) principles into our core values. We, therefore, give our clients access to responsible investment planning solutions to help them to make a positive impact.
There are now better opportunities for individuals to match their principles with their financial goals. People, therefore, have the ability to help improve the world by using responsible investing planning solutions by putting their money to work for the issues they believe in.
Many people are now hearing or are aware of the words “Environmental , Social and Governance (ESG) Investment”. You too may have heard the words “Stewardship, Ethics and Impact Investment.”
These are all common definitions of the methods to describe the term ‘responsible investment’. Responsible investing therefore considers a variety of factors when it comes to producing financial returns over the medium to long term.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
To incorporate Environmental , Social and Governance (ESG) factors and principles when selecting investments.
To exclude industries that damage society and have a negative impact on the environment such as weapons, tobacco, and alcohol.
Helping you protect yourself for an uncertain future. Giving you options to invest in companies that are directly bringing about positive social or environmental change.
Investing in a sustainable and responsible way can be 27 times* more efficient in regard to improving carbon footprint than eating less meat, using public transport, reducing water use, and flying less, combined.
*(Nordea Investment, 2018).
As guardians of the wealth management plans and assets of our clients, St. James’s Place emphasise good stewardship of their investments as part of its dedication to preserving and increasing their wealth.
We believe that being a good steward goes beyond pure returns, but that the St. James’s Place designated investment managers invest in knowledge of the environmental, social and governance (ESG) factors that affect the businesses they invest in.
St. James’s Place is a signatory to the United Nations Principles for Responsible Investment (UNPRI) and the UK Stewardship Code (- achieving an A+ rating).
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
By being a City Wharf Private Client you can get access to St. James’s Place Sustainable & Responsible Equity fund.
Additionally, our clients can also get access to Rowan Dartington’s Discretionary Fund, now available as a St. James’s Place offering. Their Environmental, Social, and Governance portfolio could be ideal if you are looking to invest in a way that can have a positive impact.
Rowan Dartington will select investments that have been accepted for responsible investing by their Discretionary Controlled Service and afterward they will handle the fund on your behalf.
The value of investments with Rowan Dartington and the income from them can fall as well as rise, and you may not recover the amount you originally invested.
A full service modern boutique wealth management firm. Providing face-to-face advice combined with technology.
City Wharf Private Wealth is a trading name of City Wharf Private Wealth Ltd. City Wharf Private Wealth is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.’ City Wharf Private Wealth Limited is registered in England and Wales, Number 12529461. Registered Office York House, 23 Kingsway, London, England, WC2B 6UJ.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.