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Holden & Partners
Steven Pyne runs Holden & Partners, a B Corp chartered adviser in London tilting client portfolios toward natural resources.
Holden & Partners
Founded in 2003, Holden & Partners grew from a small advisory practice into a chartered firm recognized for its early adoption of B Corp certification within UK wealth management. The firm operates out of a single office in Farringdon, London, where Managing Partner Steven Pyne leads a team that has expanded its partnership over time, most recently with the elevation of Stefani Williams and Reece Biggadike in April 2021. The firm’s core strategy centers on natural resources investing, integrated across its managed portfolios. Holdings span direct equities, pooled funds, and ESG-screened mandates that reflect the firm’s status as a UN Principles for Responsible Investment signatory. Client portfolios are constructed by an in-house investment team guided by a quarterly Investment Committee chaired externally. The approach ties asset allocation directly to environmental themes, with a pronounced tilt toward energy transition and resource-efficiency assets. Holden & Partners serves individuals, trusts, charities, and companies, offering financial planning alongside portfolio management. Team members include affiliates of the Society of Tax and Estate Practitioners, which extends the firm’s reach into complex cross-border and inheritance planning. In April 2021, the firm elevated two long-serving advisers — Stefani Williams and Reece Biggadike — to partner, reflecting an internal progression model designed to retain talent and deepen the bench of advisers committed to the firm’s sustainable investment ethos. Structurally, Holden & Partners diverges from standard UK advice consolidators by embedding B Corp legal accountability and an external investment committee chair into its governance. This dual mechanism ties fiduciary oversight directly to its ESG brand, making the sustainability commitment a binding operational feature rather than a marketing overlay. Succession is managed through a deliberate partnership track, not an external acquisition strategy, which preserves cultural consistency as the firm navigates a consolidating UK wealth market.
General information
Firm type
Bank / Wealth / Trust
Year founded
2003
AUM
Undisclosed
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
The Piano Works, 117 Farringdon Road, London, EC1R 3BX, United Kingdom
Principals
Steven Pyne
Managing Partner
Stefani Williams
Partner
Reece Biggadike
Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Holden & Partners?
An in-house team of managers and analysts oversees portfolio construction, supported by a quarterly Investment Committee chaired by an external member. Day-to-day management sits under the leadership of Managing Partner Steven Pyne. The committee structure is designed to anchor decisions to global economic trends while keeping individual client objectives and the firm’s ESG mandate in view.
What does Holden & Partners’ B Corp status mean for its investment process?
As an early B Corp in the UK advice market, the firm is legally required to balance profit with social and environmental performance, accountability, and transparency. That obligation shapes its investment philosophy: portfolios are built around sustainable and responsible asset selection, with a heavy concentration in natural resources themes. The certification is not a marketing label — it subjects the firm to ongoing external verification of its impact practices.
Which sectors does Holden & Partners explicitly overweight in client portfolios?
The firm skews toward natural resources, energy transition, and resource-efficiency assets. Its investment team screens for opportunities that align with environmental sustainability, reflecting both the B Corp mandate and its status as a UN Principles for Responsible Investment signatory. There is no evidence of dedicated venture, private equity, or credit strategies — the focus remains public-market and fund-based allocations.
Does Holden & Partners participate in fund commitments or only direct securities?
The firm’s portfolio management service includes fund selection and asset allocation alongside direct equity holdings. An external-chaired Investment Committee oversees the manager selection process, blending both pooled fund exposures and individual positions to meet client sustainability and return targets.
How is Holden & Partners organized — is it an independent firm or part of a larger consolidator?
Holden & Partners remains an independent chartered firm operating from a single Farringdon office. The partnership promoted two long-serving advisers to partner in 2021, signaling an internal succession model rather than the acquisition-driven consolidation common among UK wealth managers. This keeps governance and culture in-house, under Managing Partner Steven Pyne.
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