Lyra Wealth SA Sustainability Profile

Sustainability Summary

This is an unclaimed profile. Lyra Wealth SA has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.

What do our labels mean?

Lyra Wealth SA is presented as a wealth-management business, and the sustainability content available for the brand is limited. The material provided focuses on the role of ESG and sustainable investing in the wealth industry, including the need for trustees and wealth service providers to support clients in making sustainable investments while achieving financial returns. It also highlights the importance of due diligence, collaboration with specialist advisors, and avoiding greenwashing. No brand-specific sustainability report, targets, or operational ESG disclosures were provided in the source content.

About Lyra Wealth SA

Status
Unverified

Website
Visit Website

Employees
5 - 25

Country
Switzerland

Lyra Wealth SA Sustainability Actions

Supports sustainable investments

Wealth service providers should support clients in making sustainable investments while also achieving financial returns. This requires ongoing education, collaboration with specialist advisors, and identifying opportunities aligned with clients’ goals.

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Prioritised genuine ESG firms

We prioritised identifying firms that genuinely share our and our clients’ values and ethos in sustainability and reflect ESG principles in their governance. This careful selection process required significant time and resources.

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Helped clients avoid greenwashing

As interest in sustainable investments grows, so does the risk of greenwashing. Through a deep understanding of the ESG sector, thorough due diligence, and understanding regulations, service providers can help mitigate these risks for clients.

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Translated values into investments

By understanding our clients’ values, and translating those into investments, we support our clients to explore any opportunity that aligns with their goals.

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