Asset Management

Rathbone Offers Ethical Health Check

Nick Parmee 16 April 2008

Rathbone Offers Ethical Health Check

Rathbone Greenbank Investments is to mark the inaugural National Ethical Investment Week by offering individuals and trustees the chance to have their portfolios screened from an ethical perspective, free of charge. From 18 to 24 May 2008, ethical investment professionals across the UK will advise investors with assets over £200,000 ($392,000) on how to integrate their ethical and financial concerns within an overall investment strategy. Organisers UK Social Investment Forum hope the week will see both consumers and the investment industry unite to promote green and socially responsible investment. Rathbone Greenbank Investments has been a specialist ethical investment advisor for individuals, trusts, charities and pension funds since 1992 and currently manages assets in excess of £300 million on behalf of over 500 clients. Elizabeth Haigh, investment director and head of the Rathbone Brothers subsidiary, said: “During the week, investment professionals will be available at our London, Liverpool, Bristol and Edinburgh offices to help those interested in reviewing their investment strategies construct an appropriate ethical framework – on a no-obligation basis – whilst identifying any potential conflicts between current portfolio holdings and any ethical requirements they might have.”

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