Holden & Partners

Holden & Partners

Founded in 2003 and based in London, Holden & Partners operates as a dedicated, sustainability-focused wealth management and financial advisory firm. Its origins lie in the conviction that environmental constraints and resource scarcity would fundamentally re-price assets over the long term, a thesis that has shaped its entire service model. The firm provides integrated financial planning, investment management, tax advisory, and estate planning services, exclusively targeting portfolios aligned with the environmental transition. The firm's investment strategy is concentrated across environmental and sustainability themes, spanning natural resources, clean energy infrastructure, water, sustainable agriculture, and circular-economy assets. Holden & Partners constructs portfolios through a blend of direct equity, fund commitments, and impact-oriented fixed-income instruments. Its approach is thematic rather than benchmark-driven, seeking to capture structural growth in sectors responding to climate change and resource depletion. The firm serves private individuals, charitable trusts, and corporate entities with a model that integrates financial return objectives with measured environmental outcomes. Operational details, including total assets under management and the size of the professional team, are not publicly disclosed. The firm maintains a single office in London. Client relationships are handled through a partnership structure that combines chartered financial planners with dedicated investment specialists. In 2023, the firm continued to deepen its thematic research focus, reflecting the growing institutional and regulatory tailwinds behind climate-aligned investing in the UK market and across the European Union. Structurally, Holden & Partners differentiates itself by refusing to manage capital outside of its sustainability mandate. This is not a thematic sleeve within a broader house — it is the entire house view. Unlike most UK wealth managers that offer ESG options alongside conventional portfolios, Holden & Partners mandates that all client capital be deployed in line with environmental transition themes, a posture that makes it one of the few pure-play sustainable advisory firms in the London market.