Corporate responsibility


It is important to us to act in a way that means we are a responsible corporate citizen, whether that is how we relate to our clients, employees, local communities or wider society. We know that the way we conduct our business matters – and we do so in ways to make a positive impact.

Our clients and our business

The importance we place on corporate responsibility shapes the day-to-day running of our business. We take our responsibilities as stewards of our clients’ wealth seriously, and manage our business in a way that reflects our commitment to society.

Our communities

We want to have a positive impact in the communities we are part of. We are involved in charitable activities both at corporate and office level, which reflect the role that we think is right for us to play in society.

Our people

We recognise that the way we treat our own people is both a reflection of our character, and an indicator of the resilience and sustainability of our business.

Our environment

Over our 250 year history we have learned to focus on the long term. For us, that means respecting the environment and actively managing our impact upon it.

Modern Slavery act

We are responsible employers and seek to ensure that the behaviours and practices of our supply chain reflect our own business standards and compliance with applicable laws and standards.


The value of investments and any income from them can fall and you may get back less than you invested.