Featured Content

 
Jul 27/07/2026
Blog

Ask an Adviser: Your Money Questions Answered - July 2026

In this Ask an Adviser, we're talking about helping children prepare for university. Olivia Bowen answers the question, "How much financial support should I realistically plan to provide my child during university?"

Read more
 
Jul 24/07/2026
Blog

Shareholder resolutions at US companies

Investment Analyst Barney Timson discusses the shareholder resolutions we supported in the last quarter, including at Lowe’s, Lennar, Nvidia and Alphabet.

Read more
 
Jul 22/07/2026
Blog

Engaging Microsoft on Human Rights

We recently engaged with Microsoft, held in the Thoughtful World Equity Fund on its performance in the World Benchmarking Alliance’s Corporate Human Rights Benchmark.

Read more
 
Jul 20/07/2026
Blog

Engagement update: Board independence within UK smaller companies

During the quarter, we engaged with two companies held in the Thoughtful UK Smaller Companies Fund. Here, Ffion Spencer talks through the engagement with Fintel and Judges Scientific.

Read more
 

Videos

Video: Values-based manager

Video: The Thoughtful Investor - Anthony O'Connor Manchester Cathedral

Video: Our Thoughtful Investor Approach

We're proud to be an award-winning financial advice and investment business