We know our clients are increasingly interested in the wider impact of their investments – how they’ll affect the future of society, the planet and the generations that follow.
At Citywide we take environmental, social and governance (ESG) principles seriously, and we make sure that every fund we invest in follows our strictly evidence-based principles. That way you can have true peace of mind about your investments
Focusing on what matters to you
Ethical and sustainable investment is entirely compatible with a smart strategy that will bring in returns. You can invest responsibly while still making your money work hard for you.
ESG investing has come a long way since the 1970s, there’s more choice and modern strategies like impact investing allow you to pair your personal values with long-term growth. There are also lots of thematic funds that allow you to really focus on the specific issues that matter to you.
Protecting your returns
ESG funds have experienced highs and lows just like other funds over the years, but since the first sustainable and socially responsible index was set up 30 years ago, performance has stayed close to conventional indexes and even performed better on some occasions.
When you work with Citywide, we’ll take a full view of what you need from your investments. We’ll give you a complete financial plan that builds in the issues that matter to you, but we’ll always make sure the strategy you follow is geared towards meeting your goals.
"Citywide was the first one to ask me what I really wanted. The conversation was about my whole life and what it would look like if I was to live it without regret. It was only once we’d had the personal conversation that the whole money thing fell into perspective."
Dawn Lucas Financial Planning Client