Why Bamboo

Built around the conversation,
not the product.

Roughly £100bn of UK wealth changes hands between generations every year. 

Studies show the next generation cares more about where it sits, not less and four in five clients now choose their adviser partly on the strength of their sustainable offering.* 

Capturing sustainability preferences is already a regulatory expectation.

Yet, most advisers feel under-supported. The UK MPS market is crowded with portfolios. It’s thin on everything around them. The language. The tools. The proof. The support to make the conversation work in a client meeting.

Bamboo aims to be the complete sustainability solution, offering training, alignment technology and a spectrum of portfolios that make client conversations easy, every time.

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*According to a global survey of investors by the Morgan Stanley Institute for Sustainable Investing, March 2026

Why Advisers Choose Bamboo.

01

Companies, not funds

Most MPS managers have only ever picked funds. Tim Crockford, our CIO, has spent two decades picking sustainable companies directly. Our team looks through to every holding and monitors it against our in-house sustainability policy. Conviction at a company level.

02

A portfolio for every conviction

Clients don’t share one definition of sustainable. Our Exclusive, Best Actors, and Change Makers ranges let you match each client’s capital to what they value.

03

The values conversation, made easy

Our Align technology turns an awkward conversation into a effective one. Clients see what they care about. You get it captured and documented for the file.

04

Built to compete on cost and returns

Our research indicates that our fees are among the lowest in the market, benchmarked against traditional portfolios and mainstream indices.

05

A business partner,
not a panel addition

That business-partner mindset runs through everything, backed by CPD training, client materials, and practice-development support.

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We publish every holding, line by line. Each fund is checked against our own Sustainability Policy, not the manager’s marketing material. Reporting shows what your client’s money is actually doing, not a composite ESG score.

The portfolios are benchmarked against mainstream indices, so your client doesn’t trade returns for values.

Align, our values-to-portfolio alignment technology, does the structural work. Three minutes on a mobile, values to allocation, with a written record for the file. Evolve, our education and training programme, gives you the language and the answers before the next meeting. Research, rebalancing, reporting and CPD are handled.

Research shows* the vast majority of investors are interested in sustainable investing. A complete sustainable solution, like Bamboo, may help you expand your addressable market and grow your business.

* [Morgan Stanley Institute of Sustainable Investing Report, March 2026]

Investing is not philanthropy. We won’t over claim or pretend that it is. We’ll show you and your client how the portfolio aligns with what they care about, with reporting they can read and trust.