TRIBE IS THE UK’s first dedicated Impact Wealth Manager and offers discretionary and advisory portfolio management. Established in 2016, Tribe was created in response to a significant increase in demand from individuals, families and charities who wanted to achieve both sustainable impact and a financial return from their invested wealth. Tribe works in partnership with clients to gain a deep understanding of their values and how these align with the UN SDG framework. The firm goes beyond traditional negative screening and focuses on positive selection of responsible, sustainable and impactful investments. At Tribe, every investment is assessed for both its financial and impact credentials: the potential monetary returns it may deliver as well as its social and environmental outcomes. This ‘twin-lens approach’ means only investments that meet the firm’s stringent criteria for investment and impact are placed into their ‘investment universe’. This means, all investments that come into that investment universe have been carefully assessed for both financial returns and their impact on both society and the environment. Tribe is a proud certified B
Corporation which means everything the firm does balances purpose and profit. As part of the firm’s commitment to achieving positive change, they have locked into their mission and model 20% of profits invested into high impact, scalable, mission-driven organisations.
