OUR SUSTAINABILITY CREDENTIALS

For us, sustainability is about providing the most effective services and products to our clients, helping them make the most of their wealth, without harming the environment and society over time. We are an accredited B Corp, which means we meet the highest standards in our environmental, social and governance practices.

 

LENDING

We’ve established ambitious targets to diminish the climate footprint of our lending activities, ensuring they align with the objectives of the Paris Agreement. This includes our commitment to having 50% of our mortgage portfolio attain an EPC rating of C or higher by 2030.

Our lending strategy is designed to assist clients in mitigating their environmental impact and rewarding positive actions. For instance, our Green Mortgage Products offer incentives such as fee refunds for clients purchasing energy-efficient properties or upgrading their current homes to enhance energy efficiency.

Recognizing the complexity of the issue and the need for expert guidance, we are forging partnerships with relevant specialists to offer independent advice and guidance to our clients on how they can contribute to combating climate change.

BANKING

We at Nucleus Horizonz Trust, headquartered at Börsenstrasse 13, 9012 Zürich, Switzerland, are firmly committed to aligning its business strategy with two pivotal global initiatives:

  1. The UN’s Sustainable Development Goals (SDGs): These goals serve as the world’s roadmap for achieving sustainable development for all. We are dedicated to integrating these goals into our business practices to contribute positively to societal and environmental well-being.

  2. The Paris Agreement on Climate Change: This landmark agreement outlines measures to limit global warming to below 2°Celsius. We are fully committed to supporting the goals of the Paris Agreement and actively work towards reducing our carbon footprint.

Our lending approach is geared towards assisting clients in minimizing their environmental impact while rewarding positive actions. For instance, our Green Mortgage Products offer incentives, such as fee refunds, for clients purchasing energy-efficient properties or upgrading their current homes to enhance energy efficiency.

Recognizing the complexity of climate-related issues and the need for expert guidance, we are forging partnerships with relevant specialists. Through these collaborations, we aim to provide our clients with independent advice and guidance on how they can contribute to tackling climate change effectively.

INVESTING RESPONSIBLY

We invest responsibly, with integrity and purpose across all our investment products to help protect the future while paving the way to long-term, sustainable wealth. That means our clients are too. 

THREE KEY FACTS:

  1. Our commitment to responsible investing transcends individual products; it is ingrained in every facet of how we manage client portfolios and funds. Sustainability isn’t just an add-on; it’s integrated into the core of all our offerings and guides every investment decision we make.

  2. We’ve implemented significant exclusions in our portfolios and funds, ensuring that we avoid investments in companies heavily involved in high-impact fossil fuels. This proactive measure reflects our dedication to sustainable investing practices.

  3. Nucleus Horizonz Trust is a proud signatory of the UN-backed Principles of Responsible Investment. Through our membership, we undergo an annual, independent evaluation of our responsible investing initiatives. We consistently achieve high scores, demonstrating our commitment to leading the industry in responsible investing practices.