Ecclesiastical name change

Today is a new day for Ecclesiastical, who have changed their name to EdenTree. Those of you that have a requirement for ethical investment will appreciate that we have used some of the Ecclesiastical funds. This remains their speciality as they manage about £2.4bn. They say of themselves:

“EdenTree is an investment management firm with a strong heritage of delivering profit with principles. We provide an award-winning fund range managed responsibly by some of the UK’s most highly rated Fund Managers. Our investment team has some of the longest continuous track records of any in the City. We believe that consistent, long-term returns are more likely to be achieved by investing responsibly in sustainable businesses. That’s why we adhere to our profit with principles approach. We firmly believe that the companies still returning results tomorrow will be the ones acting responsibly today, both internally and within their communities.”

Sustainable, SRI and ethical investment

Many of our clients have a requirement for ethically screened investments. There are all sorts of issues with ethical investing, but it has been a growing aspect of mainstream investment for many years. A key difficulty is the depth of any screening or any inclusion in the list of companies that can be held within a fund. This requires some careful thought and discussion about what is really important to you.

Dominic Thomas
Solomons IFA

You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email