ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.

UK wealth manager partners with green fintech firm

To give its clients access to personalised information about the climate impact of their investments

|

Green fintech company Sugi and independent wealth manager Artorius have agreed a partnership deal.

Artorius is the first wealth manager to partner with Sugi, which initially launched as an app earlier this year.

The deal will see Artorius offer their clients access to Sugi’s environmental metrics, providing personalised information about the climate impact of investments and helping investors take action to build a greener portfolio.

Sugi’s tools help show retail investors the carbon impact of their investments and the global warming temperature alignment of their portfolios, alongside industry benchmarks and similar investments for comparison.

Investors also have the choice to offset some or all of their portfolio carbon impact via verified carbon credits. Have a look at the website of Carbon Click for more information about carbon offsetting.

‘Fresh and entrepreneurial approach’

Paddy Lewis, Artorius chief executive, said: “Artorius is incredibly proud to be the first wealth manager to partner with Sugi, enhancing our ESG offering with Sugi’s first-class environmental metrics and the ability for our clients to reduce their carbon footprint by offsetting via verified carbon credits.

“Our partnership with Sugi, as one of the UK’s leading green fintechs, is a great reflection of the fresh and entrepreneurial approach that Artorius brings to wealth management.”

Josh Gregory, chief executive and founder of Sugi, said: “We’re at a crucial time for climate action, and demand for ESG products is at an all-time high.

“In this context, it’s vital that the investment industry is transparent with their clients about the environmental impact of their investments and curated portfolios in a way that is clear and understandable and meets investor needs. That’s why we’re delighted to partner with Artorius, bringing our personalised, independent metrics to their clients.”

MORE ARTICLES ON

Latest Stories