Our purpose, culture and history
Explained: our focus on Sustainable Wealth Creation
From day one to the present, Sustainable Wealth Creation has been our sole purpose
We aim to change investment for better, forever, for all
Harnessing investor capital to change companies for good, from within
Shaping the conversation on sustainability
Charlotte joined in July 2022 as an investment specialist supporting our US and Small & Mid Cap Equity strategies. Charlotte joined from J.P. Morgan Asset Management, where she was a Business Development Client Adviser for the North of England, Scotland and Northern Ireland from January 2014 until June 2022. She previously worked at eVestment and was responsible for developing and maintaining relationships with key Hedge Funds, Fund of Funds and Family Offices. Charlotte has a degree in Classical Literature and Civilisation from the University of Birmingham and a degree in Law from the College of Law.