Personal Wealth Management
A fiduciary partner for your whole financial life.
Blue Marble pairs you with a dedicated adviser who builds, manages, and defends a bespoke 100% ESG portfolio — anchored to a comprehensive financial plan.
Your adviser
1:1
Dedicated, not a rotating team
ESG coverage
100%
Every holding — never a sleeve
Overview
Wealth management built around you — and what you believe.
ESG investing,
done with rigor.
Our process filters the investment universe through three interconnected lenses — not as a checkbox, but as the primary basis for every allocation decision.
Environmental Screening
Your advisor evaluates carbon footprint, resource efficiency, clean-energy transition progress, and physical climate risk on your behalf. Companies in extractive industries or without credible transition plans are excluded before anything reaches your account.
Social & Governance Analysis
Your advisor assesses labour practices, supply-chain accountability, board independence, executive pay alignment, and transparency of reporting — ensuring every holding meets rigorous governance standards that align with your values.
Portfolio Construction
Your advisor builds and maintains a conviction-weighted portfolio diversified across sectors, geographies, and market caps, then reviews it continuously — rebalancing whenever a company's ESG profile materially changes.
ESG, Without Compromise
What makes Blue Marble wealth management different.
100% ESG across every recommendation — never a sleeve or an add-on
Screening discipline refined across 26 years and multiple market cycles
Personal exclusions honored, from fossil fuels to any industry you name
Impact reported alongside performance, line by line
Why clients stay for decades.
Advice begins with your full financial life — cash flow, taxes, estate, and philanthropy — so every investment decision serves a documented plan, not a product.
Your statement reads like your values. Every holding qualifies on its own ESG merits, and your personal exclusions are written into the portfolio's investment policy.
You work directly with the adviser who manages your portfolio — not a call center. Questions get answers from the person accountable for the outcome.
FAQs
Personal Wealth Management FAQ
Straight answers about the advisory relationship. For anything specific to your situation, start a conversation — no pitch, no obligation.