Waverton's direct investment approach is ideally suited for clients who wish to incorporate a responsible investment overlay onto their portfolios.

Approximately 10% of our clients assets have some element of responsible investment overlay covering ESG* and ethical criteria and we have recently launched a model based approach for clients with at least £500,000 to invest. 

We incorporate responsible investment criteria into our client’s investments in three ways:

  • By reviewing non-financial ESG criteria/risks in the stock research process as we believe that these can have a financial impact
  • By incorporating responsible investment criteria, both negative and positive, into a portfolio screen
  • By engagement with company management through over 1,000 meetings per year as well as voting at company meetings.

 

*ESG = Environmental, Social and Governance