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Employee Owned And Independent
We work hard to look after your money— after all, you’ve worked hard to earn it. As a team, we aim to deliver you positive long-term outcomes and to help you secure your financial objectives through a disciplined investment approach.
Talk to usPersonalized
When clients select ESG they get a personalised service from a boutique discretionary investment management business. We look after your portfolio of investments over the long term, helping make sure it is on course to meet your strategy and adapting to any change in your circumstances.
Transparent
Unlike many private banks and wealth managers, our clients are able to speak to the person managing their wealth, rather than a relationship manager. We pride ourselves in creating competitively priced bespoke risk-adjusted portfolios for our clients.
Strategic
We take time to make sure your investment strategy and choices are right for you and your objectives. We discuss and review your financial requirements and aims, and assess your investment needs and sensitivity to risk. Only once we have a clear picture of your investment profile and your aims, will we develop and propose an investment strategy. This will also take into account any tax implications.
Expertise
We can advise you on building a portfolio to meet your investment goals and circumstances.
Assess your existing portfolio of investments to see if it matches your objectives, and advise on changes if needed.
Provide investment advice on specific investments or investment planning.
Our Story
ESG Global was founded by a group of like minded professionals who wanted to disrupt the industry by delivering transparency and actual value.
The founders of ESG Global have been working together for over 10 years and it was inevitable that their experience and values would lead to the creation of a Wealth Management company designed to put the needs of clients first.
We have a strong focus on markets which in which we believe the typical investor has for far too long been taken advantage off via hidden and unjust fees supported almost purely due to their geographical situation. We want this to change.
We are here to help & we’re with you every step of the way. Welcome to ESG Global.
Meet some of our key team members
J Scott Dunlop BA (Law) FCSI FPFS
Chief Investment Officer
Scott is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities and Investment. With over 20 years experience in global financial markets, Scott is our Chief Investment Officer and has overall responsibility for our client portfolios.
scott.dunlop@eqstrat.com
Michael Wagner
Partner
Michael is one of our founding partners and has a wealth of experience in the financial markets, with extensive contacts in the US and European Private Banking community he is at the core of our strategy to renegotiate and reduce fees and costs for our clients benefit.
michael.wagner@eqstrat.com
Bruno Weidle
Chief Operating Officer
Wealth management advisor for both personal and corporate finances. Structured products developer for estate planning and capital protection. Internal auditing expertise in several sectors. Specialties: Capital markets, negotiation, asset allocation, personal financial planning, financial advisory, internal auditing, client assessment, economical science, investment returns.
bruno.weidle@eqstrat.com