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Responsible Investing

Mulland Fraser’s mission is to generate value beyond wealth.

This objective is also reflected in our sustainability framework, as we recognize the significant role the financial sector plays in the transition to a more sustainable world. Our objective is to support our clients, personnel, and other stakeholders to have a beneficial impact on the world, both now and in the future. Our sustainability approach enables a shift in capital flows toward a more balanced future and a healthier world for future generations. We adopt a comprehensive strategy that combines prudent money management with responsible citizenship.

We anticipate that the influence of ESG practices on the bottom line will expand over the next five years and well beyond. Certain elements are more readily measurable and relevant to particular industries and sectors. As the significance of these issues increases, we are integrating them more extensively into our research and investment processes across all of our strategies. This is consistent with our objective to work in our clients’ best long-term interests.

Invest In What Matters to You

Responsible wealth management at Mulland Fraser includes responsible investment, sustainable investing, impact investing, and philanthropic services. To guide our clients on their journey toward sustainability, we’ve established a holistic ecosystem that extends well beyond financial assets.

At Mulland Fraser, we help clients to impact the world around them, in both the present and the future. Understanding your particular needs, such as what you want to do with your wealth and how you want to build, protect, and transfer it to the next generation, is essential to achieving success. Our sustainability approach emphasizes the significance of our role as a reliable ally in your investment journey. And as you pursue your goals, it is our intention to provide the trustworthy and dependable information you need to make educated decisions.

Every client’s investing journey is unique. We are here to help you invest toward what matters to you, and ensure your portfolio aligns with your values.

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What matters to you?

At Mulland Fraser, we are committed to you, and to ensuring you get the best strategy, plan, and attention based on your own unique needs