Responsible Wealth Management

The mission of Delen Private Bank Luxemburg is fundamentally sustainable in nature: to protect our clients' assets across generations. Corporate responsibility is therefore in our genes. This is reflected consistently in the way in which the bank undertakes and invests. The Corporate Social Responsibility (CSR) Council involves Executive Committee members and people from all branches of the bank in setting out the strategic direction of responsible asset management.

Three paths to responsible investment

In addition to estate planning, portfolio management is at the heart of our activities. If we take corporate responsibility seriously – and we do – sustainability must also permeate the investment policy of Cadelam, the fund manager of Delen Group. This is done in three ways: exclusion, engagement en integration.

The United Nations is showing us the way. We fully endorse their vision of sustainability as set out in the UN Principles for Responsible Investment (UN PRI). This is not without obligation: we regularly demonstrate in an extensive report that we not only talk about sustainability, but also act in a sustainable manner.

Cadelam and the bank recently received a very good report from the UN PRI. We were awarded the maximum A+ score for the 'Strategy & Policy' module. We see this as an incentive to continue on this path. In our role as investor and active shareholder, we strive for continuous progress. Read more about our efforts in the area of the three policy elements of exclusion, engagement and integration.