Resilience Asset Management

INVESTING WITH SUSTAINABLE INTEGRITY

Resilience is an independent investment manager based on the Isle of Man. We provide a full range of investment management products and services to trustees, private and institutional clients.

Our focus is on resilient wealth preservation and regenerative growth, helping clients to protect and grow wealth for current and future generations.

Since 2013, our investment management team has combined investment expertise with a long-term approach to constructing resilient portfolios. For clients who wish to adopt a responsible investment approach, we have a range of sustainable strategies that can be tailored to client preferences.

Knowledge, Experience & Independence

Fiduciary ExperiencE. Investment expertise

We have extensive experience working alongside trustees, fiduciaries and corporate directors, providing investment management and treasury services to complex, multi-jurisdictional and multi-generational structures.

Based in the Isle of Man, our experience extends across the Channel Islands, Switzerland, Monaco, the UAE and the Caribbean, as well as clients with wealth generated in emerging markets, including South Africa and Latin America.

We take a pragmatic and proportionate approach to onboarding, understanding the structure, its purpose and the source of wealth of the ultimate beneficial owner.

Our Managing Director is STEP qualified and sits on the STEP Isle of Man Board, while our Investment Director has more than 30 years’ experience in the investment industry. We do not provide trust or corporate services, allowing us to remain independent and focused on the investment and treasury needs of fiduciaries and their clients.  

Purpose & Goals

SUSTAINABLE PROSPERITY

Our focus is on the future, we know that the investment decisions we make today will have consequences in the world next generations inhabit, our goal is to ensure that our impact is positive.

There is intentionality in everything we do. We exclude any assets that invest directly in fossil fuels or do significant harm to nature. No excuses or exceptions.

We believe in a Just Transition. A central part of our sustainable philosophy is to ensure that our investments do not make poor people poorer, or increase the wealth gap and inequalities in society.

If you or your clients are fortunate enough to have generated or inherited significant wealth we want to preserve and grow your capital sustainably for the future, that’s our purpose, we do this through our 7 interwoven Sustainable Themes that comprise our 4 Resilient Strategies.

Our History & Identity

ROOTED IN THE ISLE OF MAN

Built on foundations first laid in 2013, we have been managing discretionary portfolios for private clients, trustees and institutions through an increasingly complex and volatile global economic environment.

In 2024, the directors of the business completed a management buyout and reformed the company as Resilience Asset Management. While our name and ownership changed, our people, experience and commitment to our clients remain rooted in the Isle of Man.

We believe investment management and environmental responsibility are not mutually exclusive. Climate and biodiversity considerations form an important part of our thinking, while our sustainably aligned portfolios provide an option for clients who wish to reflect these principles in their investments.

As a business, we set aside 0.10% of investment management fees on our Sustainable strategies to support conservation.

Assessing Sustainability Preferences

WHAT'S YOUR INVESTMENT PERSONA?

Traditionally investment managers assess client investment objectives and risk profiles to determine a suitable investment strategy, we believe there is an important 3rd factor to consider – your sustainability preferences.

MEET HULLAD

Hullad (Manx for Owl) is our interactive guide to assessing your sustainability preferences, helping to find a pathway to a portfolio aligned to your investment persona.

By attributing an importance factor to each of our 7 Sustainability Themes you’ll be able discover which of our four personas you are most aligned to.

Your sustainability preferences, once assessed, are then aligned to your Resilient Strategy with the thematic equity weightings tilted to match your persona.

ASSESS MY PREFERENCES

Our Sustainable Commitments

TRANSPARENT, ACCOUNTABLE & INTENTIONAL

Our leadership team have been managing sustainable investments for over a decade and have experienced the challenges faced when you make a commitment to invest sustainably.

Regulation of sustainable investments is evolving on the Isle of Man, as a best practice and as the first sustainability focused investment business on the island to assess sustainability preferences, we have adopted key aspects of UK and EU regulation.

Within our portfolios we allocate to SFDR 8 and 9 funds that meet our robust sustainability criteria and our Resilient strategies exceed a 70% minimum threshold for a Sustainability Focus label under SDR were we operating in the UK.

Resilience Asset Management is a UNPRI signatory and has signed the Finance for Biodiversity Pledge. On the island we are an active UNESCO Biosphere Isle of Man Partner.

Contact Us

START YOUR RESILIENT JOURNEY

Our team of resilient investment professionals would be delighted to hear from you, whether you are an ardent environmentalist, a social impact champion, a trustee or professional wanting to understand how the nature of fiduciary duty is changing or simply out of curiosity.

Our shared knowledge and experience tells us that portfolios can be managed sustainably and that in doing so risks can be mitigated, returns can be generated and wealth can be used to make a meaningful positive impact.

If you’d like to take a first step we would be pleased to conduct a sample carbon review on your existing portfolio.