During our interview Patrick explains what makes a company an ethical one to choose to invest in, why ethical investments are starting to become more popular, and how choosing to invest by following your morals has changed over recent years. His insights are fascinating.
Essentially, Patrick is a wealth expert who specialises in ensuring that the investments that his clients make have as minimal impact to the environment and society as possible.
Patrick set up and is responsible for our range of environmental, social and governance (ESG) portfolios. Patrick chairs the ESG Committee. He also sits on the firm’s Portfolio Construction Committee, Fund Selection Committee and Alternatives Committee. He specialises in managing investment portfolios for intermediaries, trusts, charities and pension funds, specialising in discretionary mandates.
Patrick is a chartered Wealth Manager and a Chartered Fellow of the CISI.
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