Long term value The firm emphasizes a long-term, thematic approach and embedded stewardship, presenting an opportunity to offer ESG data, stewardship reporting tools, and long-horizon portfolio analytics that align with their responsible investing mandate.

Talent expansion Recent partner appointments and leadership hires signal growth and a focus on strengthened client service and investment capabilities, suggesting opportunities to offer executive search, advisory services, or technology that supports client relationship management and governance.

Sustainability policy The launch of a Human and Labour Rights Policy indicates a formal sustainability framework, opening doors for compliance solutions, supply chain due diligence platforms, and impact measurement services that resonate with their stewardship approach.

Geographic realignment Relocation and office consolidation in London and Europe point to a regional strategy shift, creating needs for digital collaboration tools, secure data infrastructure, and regional market intelligence solutions.

Growth through new offerings The expansion of solutions with Sarasin and the appointment of new heads of investment and business development suggest cross-sell opportunities for additional investment platforms, research products, and client-facing technology to support thematic investing and engagement.