Advisers note uptick in clients rejecting harmful climate investments

More clients focusing on climate risk in investment portfolios

Sahar Nazir
clock • 1 min read

Nearly all (93%) wealth managers and financial advisers are seeing an increase in clients avoiding funds and stocks that invest in companies and sectors that are harming the environment or contributing to climate change, Ortec Finance has found.

A survey conducted in April among respondents whose firms manage approximately £1.2trn , found that eight in ten (83%) are seeing more clients focusing on the climate risk their investment portfolios are potentially exposed to, with 38% of these saying they are seeing a dramatic increase. "Wealth managers and financial advisers must be equipped with the right tools and systems to effectively analyse and fully understand the extent to which their clients are exposed to ESG and climate-related risks, particularly as this is an area which clients are only planning on focusing more on in the...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Brits unlikely to see IFAs despite Budget impact

Brits unlikely to see IFAs despite Budget impact

Just 19% were likely to seek advice, Continuum finds

Isabel Baxter
clock 12 February 2026 • 3 min read
Treasury consults on AR regime adding further FCA and FOS permissions

Treasury consults on AR regime adding further FCA and FOS permissions

Amid concerns about consumer harm and weaknesses in oversight

Isabel Baxter
clock 12 February 2026 • 3 min read
Adviser on crypto: 'I spend most of my time telling clients not to invest in it'

Adviser on crypto: 'I spend most of my time telling clients not to invest in it'

Panel unpacks next gen themes in advice

Isabel Baxter
clock 10 February 2026 • 3 min read