We have a dual approach to investments decisions within Tribe supported by an Investment Committee and an Impact Committee. Both must be in agreement before any 'product' is approved in our universe and both have the right of veto over the other. This approach manages internal conflicts, non client specific.
Additionally, given what we do (impact wealth management using the UNSDGs) and how we promote/explain that we don't often have conflicts arising from an impact point of view (what we do is wonderfully self selecting when it comes to clients). However, on a case by case basis when clients may want to bring assets over in specie that may conflict with our mission to be impact wealth managers we will engage with the client to understand why that asset is being held, assess appetite and opportunities for divestment and then decide whether to take that asset under Tribe management. The same principle applies for investment (financial) decisions.