Positive impact
by design

Authentic Portfolios

Designed collaboratively by a team of impact experts, investment specialists and financial planners.

That’s the Wellth Portfolio way.

Increasingly, investors want to deploy their capital in accordance with their values and preferences; alongside a financial return, they want their money to make the world a better place.

They also want to go beyond a narrow ESG (Environmental, Social and Governance) focus – which is primarily aimed at reducing financial risks – and consider more of the metrics that matter.

Ultimately, they want to invest in and lend to companies that aim for a positive impact and can make a real difference to society and the environment. 

Wellth’s Portfolios can help them to achieve all of this.

 

“Wellth was established because more and better choices are required, both by clients who wish to invest with purpose and by advisers who have a professional responsibility to them.”

Michael Smith, founding team member, Wellth