Leadership in Sustainable Finance – Private Wealth - Accuro

Accuro. We care.

Accuro offers trustee, corporate administration and private office services to families and entrepreneurs globally and takes responsibility for the implementation and the management of a wide variety of wealth planning structures, with sustainability and purpose at the heart of our strategy and culture.

We are proud to be 100% owned by our founders, management and staff, the latter through an EBT holding 9.4% of the Group. This innovative ownership structure aligns our team with our philosophy and values as a firm.

In the last year, to progress meaningfully in our ambitions to be net positive, we have engaged Paragon+Impact, a specialist sustainability – consultancy firm, to provide independent scrutiny and data-based recommendations, living up to our name ‘Accuro’ which is derived from the Latin for ‘care’.

Paragon+Impact conducted a rigorous audit of our sustainability performance. Their report concluded impressive B ratings for the collective impacts on the SDGs showing a particularly strong focus on social and governance factors. This is despite the negative scoring on the industry sector itself. We are now actively implementing recommendations included in their report to evolve and improve our business. We are the first trust company to have undergone this independent accreditation.

Our internal Sustainable Impact Forum (SIF) has worked with Paragon+Impact to develop a unique and comprehensive “playbook” which has been rolled out to Accuro globally. This framework enables the rapid implementation of best practice, designed, and trialled in Accuro Jersey to embed a holistic approach to sustainable finance.

Accuro has also published thought leadership articles for our industry on how sustainable and impact investments can be made for private wealth structures, rebutting the incorrectly perceived limitations of Jersey law. We understand other TCBs are now applying such in managing their duties. We continue to champion sustainable finance in the trust context by speaking on webinars and participating in keynote and panel presentations.

Highlights from the last year:

Clients

We have seen 20% organic growth through our values-led approach with an estimated additional value of £390million deployed in sustainable portfolios.

Environment

• Engaged True/Greenly to measure our carbon emissions with the intention of making a net zero commitment during 2025.
• Agreed a 3-year partnership with Jersey Trees for Life to protect and support local woodland.
• Partnered with Jersey Honey to support biodiversity and bee conservation.

Social

• 60+ members of staff completed Equilibrium Futures course, raising their skills and awareness.
• 10th year as named sponsor of Accuro Jersey Triathlon, investing in fitness, health and wellbeing for our wider community.
• Invested in the mental wellbeing of our clients and staff with trained psychologists.

Governance

• Collaborated with the EADA Business School, Barcelona, to develop a new way to discuss sustainable finance with clients.
• Engaged a specialist firm to monitor client investment portfolios against ESG criteria.
• Applied shareholder activism measures where client structures hold investments in unsustainable sectors/industries.