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Global Advisory

Expert M&A and capital markets advice

Wealth Management Switzerland

Dedicated to helping individuals and families preserve and grow their wealth over the long term

Asset Management

Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

Our alternative assets arm, managing funds dedicated to private equity and private debt

About us

Over 200 years at the centre of the world's financial markets

Careers

A company of opportunity, entrepreneurialism and growth

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Sustainable investing

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Investing with tomorrow in mind

Find out how we can help

Our approach

Sustainability has become an increasingly important consideration for investors. By integrating ESG criteria into our investment approach, we help clients align their investments with their long-term objectives and sustainability preferences.

1. Exclusion criteria

We exclude companies involved in controversial weapons, those in breach of the UN Global Compact principles, businesses engaged in thermal coal activities, and companies with significant ties to the tobacco industry.

2. Clear standards

We define and categorise sustainable investments based on the European Union’s Sustainable Finance Disclosure Regulation (SFDR). Setting clear metrics allows us to understand how our investments directly contribute to the environmental and social goals set out in the latest European ESG frameworks.

3. Securities selection

In addition to exclusion & SFDR criteria, we further select stocks, bonds and funds according to their ESG characteristics. Based on your sustainability preferences, we build a portfolio with varying ESG investment allocations.

4. Proxy voting

We also play a proactive role in the companies we invest in by exercising our shareholding rights. Voting on resolutions and management teams that encourage and promote sustainable practices allows us to take concrete, measurable action in line with environmental and social goals. To find out more you can read our proxy voting report.
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