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Helping you achieve your financial goals with greater confidence and clarity.

We blend the precision of evidence-based investing with the expertise of top-tier Discretionary Investment Managers (DIMs).

Our approach is rooted in a firm belief in data-driven decisions, aiming to optimise your investment outcomes through a blend of empirical research and strategic asset management.

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Sustainable Investing

Embracing ESG Principles

ESG investing means considering Environmental, Social and Governance factors when making investment decisions. This approach has seen rapid popularity growth in recent years as regulators focus on sustainability and consumers demand responsible behaviour from corporations.

The CFA Institute lays out the considerations widely accepted by financial services as:

  • Environmental

    Conservation of the world
    • Biodiversity
    • Deforestation
    • Water scarcity
    • Energy efficiency
    • Waste management
    • Air and water pollution
    • Climate change and carbon emissions

  • Social

    Consideration of people and relationships
    • Human rights
    • Labour standards
    • Gender and diversity
    • Community relations
    • Customer satisfaction
    • Employee engagement
    • Data protection and privacy

  • Governance

    Standards for running a company
    • Lobbying
    • Board composition
    • Political contributions
    • Bribery and corruption
    • Whistleblower schemes
    • Executive compensation
    • Audit committee structure

Betterment Wealth offers specific portfolios that consider ESG factors. Please speak to us if you want to learn more about ESG investing.

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Discover how our personalised advice has supported clients through important financial decisions and life changes.

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Richard helped us plan not just our finances, but the life we wanted to live

Peter Richardson
Betterment Wealth Limited profile

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