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
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