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
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
COP29: A trickle of progress in a sea of change
Deputy head of Greenbank Nicola Day, shares her insights as COP29 concludes and the pathway to COP30 begins.
8 mins
Sustainable food systems and systemic risks
What role does the Investor Coalition on Food Policy play to promote health and resilience?
3 mins
November 2024 market commentary
Failure to agree binding commitments at COP29 in Baku, Azerbaijan was followed by an inability to agree a legally binding global treaty on terrestrial and marine plastic pollution in Busan, South Korea. There was better news from world leaders in reaching agreement on targets to accelerate action on antimicrobial resistance.
7 mins
Sophie Lawrence wins Investment Week Women in Investment Award
Congratulations to Greenbank’s Stewardship and Engagement Lead Sophie Lawrence who won the award for ‘Sustainable and ESG Investment Woman of the Year (small to medium firms)’ at the 2024 Investment Week Women in Investment Awards.
1 min