Sustainable Investment for individuals and families
A decision to invest money shouldn't mean making compromises. You can aim to make a positive impact, try to achieve your financial objectives, and stay true to your values.
As a Greenbank client, you’ll be kept informed about your investments with regular communications about portfolio performance. You’ll get market updates, and detail on the social and environmental attributes of your portfolio, and the companies in which you are invested.
We hold events and webinars on sustainable investment topics for our clients and produce regular reviews and publications about our investment themes, and our engagement activities.
Greenbank clients can access their portfolio via our MyRathbones app for a safe, secure view of their investments and updates to their portfolio.
We can invest for you directly, or through accounts such as ISAs, Junior ISAs, SIPPs, Trusts and Offshore bonds (through a financial adviser) according to the specific requirements of you and your family.
Greenbank Bespoke
Greenbank Managed
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