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nextgen WEALTH MANAGERS develops planning, investments, and wealth solutions that allow the protection and growth of assets while closely monitoring the risks incurred. At each stage of the relationship, each issue is analyzed while keeping the focus on the objectives and the projects of our clients’.
nextgen WEALTH MANAGERS also manages the assets of charitable foundations by drawing up their financial profile and mapping their needs to strengthen their impact and ensure consistency.
Since 2005, Socially Responsible Investment (SRI) principles have become increasingly important in our research and our asset selection. For equivalent performance, nextgen WEALTH MANAGERS gives priority to investments that respect ESG criteria.
In its selection of direct investments, nextgen bases its exclusion policy in accordance with the UN Global Compact and the ethics board of the Norwegian sovereign wealth fund (Norges Bank Investment Management).
The exclusion is based on either the conduct of a company or its production according to the list below :
In its fund recommendations, nextgen favors funds that integrate a sustainable approach according to the principles of the European Regulation on Sustainability Disclosure in the Financial Services Sector (Sustainable Finance DisclosureRegulation)
The European Regulation aims to provide more transparency in environmental and social responsibility within the financial markets.
© NEXTGEN WEALTH MANAGERS 2021