Partners Wealth Management launches PWM Green Matrix

Partners Wealth Management (PWM) has launched The PWM Green Matrix, which aims to assist advisers in building client knowledge and understanding of the sustainable investment options. 

It also helps PWM to match the individual requirements of its clients, to create the most appropriate sustainable portfolio. 

This service is exclusively available to all PWM clients.

In partnership with leading research group Asset Risk Consultants (ARC), PWM has conducted extensive research into the leading investment managers and funds operating in the green arena and has filtered more than 3,000 investments to identify the leading green investment propositions. The PWM Green Matrix allows PWM to work with clients, matching their individual requirements to the most suitable sustainable investments, creating a bespoke green investment footprint for each client.

Advisers will be able to create bespoke portfolios tailored to each clients’ risk appetite, utilising investment groups which excel in their clients’ particular risk area. This is possible as PWM has and continues to understand each client and their thoughts on green investment, and their aspirations for our planet and future generations.

In addition, PWM’s investment independence allows it to maintain the necessary oversight and objectivity to find the best solutions to meet their clients’ sustainable investment needs without being wedded to a particular product. This is often not a position available to other providers which are tied to particular funds and investment houses.

James Roberts, Managing Partner, says: “The PWM Green Matrix is a result of an aspiration held by the firm and our clients’ to ensure a sustainable future for following generations. We have been leading the sustainable conversation with our clients to understand their thoughts and helping to educate on the opportunities and threats within green investing. The Green Matrix establishes PWM as the foremost investment independence boutique which can source the diversification and best of breed needed by clients seeking to invest in a more sustainable future.”

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