- info@humboldtfinancial.co.uk
- Swan House, 33 Queen St, London, EC4R 1AP
- 020 3031 9187
You want investments that reflect your values without sacrificing discipline. Thematic and ESG (Environmental, Social, and Governance) portfolios focus on long-term trends and encourage better corporate practices while staying diversified and mindful of costs. We separate marketing hype from measurable impact, helping your money align with your goals.
We clarify which themes or ESG metrics matter to you, such as climate transition, healthcare innovation, equality, or governance quality. Then we translate your priorities into criteria you can use when selecting investments, supported by robust data and sensible exclusions. Portfolios are designed to stay diversified across assets and regions to help manage risk and avoid concentration.
We provide guidance on evidence-led funds, indexes, and managers with clear methodologies. Stewardship, voting, and engagement seek improvements over time, and we help you monitor real-world metrics where available. Regular reports show holdings, performance, and alignment with your stated values, so you can track progress beyond returns alone.
Humboldt Financial will help you align themes and ESG criteria with your objectives, while keeping diversification, costs, and evidence at the centre.
They don’t have to. Outcomes depend on valuation, diversification, and manager skill rather than labels alone. We avoid narrow, fad-driven exposure and keep costs sensible. The goal is competitive returns with alignment to your preferences.
We favour transparent methodologies, third-party data, and clear inclusion/exclusion rules. Managers must evidence engagement and report outcomes, not just intentions. We review holdings and controversies regularly. If a fund drifts, we replace it.
Yes, but we manage overlap and concentration risk. Combining themes can tilt too heavily to one sector or factor. We balance thematic sleeves within a diversified core. This keeps risk aligned while pursuing your convictions.
Where metrics exist, we report them. Emissions intensity, stewardship outcomes, or alignment to targets. We’re honest about limitations when data is imperfect. The emphasis is on direction, transparency, and evidence. You’ll see both financial and non-financial progress.
The Financial Conduct Authority does not regulate will writing, taxation and trust advice and some forms of Buy to Let mortgages. If you wish to register a complaint, please email louise.bliss@humboldtfinancial.co.uk. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
Humboldt Financial Limited is a FCA regulated company (reference 826457) https://register.fca.org.uk/
Please stay alert to phishing scams claiming to be from Humboldt Financial. We are aware of this scam and it has been escalated. Please do not click on any links or share any personal information. If you are ever unsure whether a message is genuine, please get in touch with us to louise.bliss@
