Portfolios
Engage
Insights
About
Etcho is a UK wealth management technology company helping investment managers and financial advisers deliver personalised investing, streamline portfolio management and connect clients’ wealth with what matters to them.
Etcho was founded by brothers-in-law Liall and Charlie to make it simpler to connect wealth with values.
People increasingly want their investments to reflect what matters to them. But traditional wealth management systems weren’t designed to accommodate individual preferences efficiently or at scale.
We built Etcho to change that. Our technology helps financial advisers deliver more personalised advice, and investment managers streamline portfolio customisation and management.
Most clients aren’t purely focused on sustainability. They have balanced, real-world views and want investments that make financial sense and reflect what they personally care about.
ESG ratings alone don’t capture what matters to an individual. We start from each client’s values and explain alignment in clear, relatable terms.
Personalisation shouldn’t mean more complexity. We believe technology can make wealth management more efficient, scalable and accessible.
Experience across wealth management, sustainability and technology, so we understand the pressures of retention, regulation and differentiation.
Co-founder
Co-founder
Chief Operating Officer
Tech Lead
Supported by a board of industry advisers, former senior leaders in wealth management and sustainability data at EY, IQ EQ, S&P Global, Dun & Bradstreet and Equiom Group.
Investment Week Sustainable Investment Awards 2026
WealthBriefing WealthForGood
Wealth & Finance International 2024
Wealth & Finance International 2024
Independently certified to the international standard for information security.
Customise portfolios, manage models more efficiently and scale personalised investing within your existing investment framework.
Portfolio customisation and management infrastructure.
Explore Mosaic for investment managers →Deliver more personalised advice and investment solutions, built around what matters to each client.
Client profiling, portfolio comparisons and values-based suitability reporting.
Explore Engage for financial advisers →Professionally managed portfolios personalised to each client’s values, worldview and risk.
Explore personalised Portfolios →Talk to us about personalising investment at scale, whether you manage portfolios, advise clients or both.
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