Change what you don’t like. Invest in what you do.

Sustainability
A new kind of wealth management
Together with you we are changing the way we invest, and what we invest in, so together we can change the world for the better. We think investors should have to choose between pursuing profit or protecting the planet. And that is why, for us sustainability is no longer an opt-in, nor an add-on or an afterthought. At Quintet we are firmly endorsing a principle based philosophy to all our clients.

A sustainable approach that will only seek to expand on your investment opportunities, not reduce them. We have a framework, not a series of checkboxes. And it's viewed through a variety of assessment lenses; working in a similar way to conventional style based approaches, and requiring no adjustment to capital market assumptions, benchmarks or strategic asset allocation.
No problem can outrun a solution. We place sustainability at the heart of our business and as the driver of your investments. Change what you don’t like. Invest in what you do.
Active ownership
Our contribution to a sustainable future
Active ownership
As shareholders and bondholders, we have considerable power to improve a company’s Environmental, Social, and Governance (ESG) performance. Active Ownership can take the form of dialogue with a company´s management, or the exercise of shareholder votes at an annual general meeting.

Embedding ESG criteria as a strategic cornerstone of a business creates the potential for value creation for shareholders and the company as well as significant benefits for our planet.

The benefits for all are clear, and it´s why we actively exercise the influence we have as an investor and investment manager in a manner consistent with our fiduciary duty towards our clients and our objective of being a truly sustainable company.
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Our partners

No problem can outrun a solution. We place sustainability at the heart of our business and as the driver of your investments. To this end we partner with industry-leading and change-making organizations.

Federated Hermes EOS

EOS at Federated Hermes is a leading stewardship service provider. Our engagement activities enable long-term institutional investors to be more active owners of their assets, through dialogue with companies on environmental, social and governance issues. We believe this is essential to build a global financial system that delivers improved long-term returns for investors, as well as better, more sustainable outcomes for society.

UN Principles for Responsible Investment (PRI)

Quintet is signatory to the UN PRI, the world’s leading proponent of responsible investment. PRI works to understand the investment implications of environmental, social and governance (ESG) factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions.

Sustainalytics 

Sustainalytics, a Morningstar Company, is a leading ESG research, ratings and data firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 25 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Quintet works with Sustainalytics as its primary data provider for its sustainable offerings.

Glass Lewis 

Glass Lewis is the world’s choice for governance solutions. Glass Lewis empowers institutional investors and publicly listed companies to make sustainable decisions based on research and data. Their customers include the majority of the world’s largest pension plans, mutual funds and asset managers, and they collectively manage more than USD 40 trillion in assets.

UN Climate Action 100 

Climate Action 100+ is the world’s largest-ever investor engagement initiative on climate change. As of October 2020, over 500+ participating investors with more than $47 trillion in collective assets under management are engaging the focus companies of the initiative to establish robust climate governance frameworks at the board level, set emissions reductions targets aligned to the Paris Agreement, and issue TCFD reporting.

myclimate 

myclimate is Quintet’s CO2 offset provider. myclimate is an international initiative with Swiss roots and is one of the world’s quality leaders in voluntary CO₂-compensation measures. Its customers include large, medium-sized and small companies, public administrations, non-profit organisations, event organisers and private individuals. Through its partner organisations, myclimate is represented in other countries such as Germany, Austria, Sweden or Norway.

Our Specialists

James


James Purcell
Group Head of ESG, Sustainable and Impact Investing,  Quintet Private Bank

Before joining Quintet, James was a Managing Director and the Global Head of Sustainable and Impact Investing at UBS Wealth Management. His career has taken him to roles located in London, Hong Kong and Zurich. In 2018, he was named by Financial News as one of the asset management industry’s “Rising Star” under 40. Under his supervision, UBS won variants of awards as best private bank for sustainable investing from Euromoney, Asia Private Banker and Financial Times publications.

James graduated from the University of Oxford with a BA (honours) in Modern History and from the University of Chicago Booth School of Business with an MBA (high honours). He holds the CFA qualification.

Carolina


Carolina Moura-Alves
Group Head of Asset Allocation, Quintet Private Bank

Based in Zurich, Carolina is responsible for asset allocation strategy across the firm, working in close coordination with Quintet’s local specialists.

Most recently Head of Asset Allocation/Multi-Asset Strategies at Lombard Odier in Geneva, Carolina began her career as a London-based member of the Portfolio Management team at Christofferson, Robb & Co., a hedge fund firm that invests in global structured credit markets. Before Lombard Odier, Carolina was Head of Fixed Income Strategy and deputy Head of Global Asset Allocation at UBS Global Wealth Management. Prior to that she served as a Senior Portfolio Manager at Ovid Capital Advisors, specialized in European structured credit. She also served as a Senior Credit Analyst and Fixed-Income Portfolio Manager at REYL Asset Management, where she co-managed two fixed-income mutual funds.  

Carolina holds a D.Phil. in Physics from the University of Oxford and earned her MSc in Engineering Physics from the Instituto Superior Técnico in Lisbon.

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As a private bank for people who see the world differently, we partner with you to help you to invest in the life you want for yourself and your family, providing insight and introducing opportunities – always putting your well-being first.

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