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
October 2024 market commentary
Speculation about the autumn budget dominated the narrative for UK markets in October, and in a post-US election update we look at what another Trump presidency could imply for climate action and sustainability issues.
8 mins
What to expect from COP 29: Finance takes centre stage
Deputy head of Greenbank Nicola Day singles out some likely topics to feature at this year’s COP which has been designated the ‘finance COP.’
5 mins
Green Shoots webinar: Tackling plastic pollution
What will the UN global plastics treaty mean for companies and investors? Join us online on Wednesday 11 December, 12.00pm —12.45pm for our next live lunchtime webinar.
1 min
Greenbank visit to Parsonage Solar Farm
Greenbank organised a visit to a solar farm in Somerset for staff and professional contacts. Investment analyst Will Findlay-Wilson gives a first-hand account of the trip, and explains the context, and some of the considerations, of solar power generation.
6 mins