The Etcho team is built around experts who have worked in leadership roles in wealth management, so we understand the challenges you face trying to retain client relationships while standing out for new business.
Values-based investing is a great way to add value to your book, improve client relationships and stand out, but ESG investing is a minefield - advisors and the majority of investors don’t know enough about it for overly complex solutions.
We’re not just for ultra-green investors focused purely on sustainability, but those with more middle of the road attitudes who want to invest sustainably enough in a way that makes monetary sense and is personalised to what they care about. ESG doesn’t work for that, so we moved towards real investor values, communicating in relatable and understandable ways to help you make sense of impact data on a client by client basis. In this way, we believe that value based investing becomes an opportunity, not a trade-off.
There’s almost 100 years worth of wealth management experience on our team. All of our knowledge has gone into our tools but we’ve also worked with a wide panel of industry leaders.
We collate information from leading data providers, our original scoring methodology is externally validated and we’re ISO27001 compliant.
