People and Leadership

Our culture

At U Ethical, our team are focused on serving the needs of investors – from corporate and institutional, to not-for profits, to individual clients. Whether big or small, our clients trust us to deliver competitive returns while doing the right thing by communities and the planet.

We aim to live out our values of authenticity, progress and impact in the way we work and contribute to our community as well as for our clients. We take bold positions on important issues, and we advocate for those in need.

Corporate governance

U Ethical’s constitution provides for a board comprising between six and nine directors, including a non-executive chair and an executive director.

Its governance structure includes three board committees – audit, risk and compliance; investment; and people and nominations – each of which operates under a charter.

U Ethical also engages an ethical advisory panel, including independent experts on environmental and social justice issues. The panel provides input on ethical considerations as well as contributing to thought leadership.

U Ethical is an Australian Financial Services Licence holder regulated by the Australian Securities and Investments Commission.

Our Board

We set the same high standards for our own board as we do for the companies we invest in. We value a diverse and inclusive workplace and are committed to gender equality with a minimum 40 per cent gender quota and a preference for 50/50 male/female non-executive directors.

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Our Management Team

We combine extensive financial expertise with a commitment to innovation and integrity. With a focus on strategic growth and client-centric solutions, our management team drives success while upholding the highest standards of professionalism.

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Our Investment Team

We are dedicated to delivering exceptional returns through rigorous analysis and strategic insights. Comprising seasoned professionals with diverse backgrounds and committed to transparency and innovation, our investment team strives to build robust portfolios that align with our clients’ long-term financial objectives.