In the wake of Covid-19, Partners Wealth Management has repositioned its culture. Managing partner James Roberts ensures the firm is committed to true flexibility, with individuals being responsible for where they work and their output.

Office-based, ‘all-in’ training days and combined joiner/leaver celebrations help to unite staff, as do blogs written by team members. Previously published ones have given personal accounts of childhood bullying, imposter syndrome and gender transition.

Instead of a single charity focus, the firm now backs multiple charities targeting equality.

Focus on its Green Matrix investment method and initiatives to improve the company’s sustainability has increased. ESG funds accounted for 28% of fund recommendations in the past year. ESG now represents around £300m of the firm’s £3bn of funds under advice.

Client numbers grew by 400 to 2,900, with ‘wine and wisdom’ events – where clients are educated on wines and investment – attracting more than 30 new clients with an average £1m-plus.

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