Talk:EdenTree

Starting EdenTree page

Created EdenTree page on 24 April 2017. I am not an employee or agent of EdenTree, nor do I have any investments in the company. And I did not receive payment in any kind for the creation of the page. My interest is in the general area of Church of England corporate affairs, its historical, cultural and financial links to worlds of insurance and investment. As a major subsidiary of Ecclesiastical Insurance and part of the group's charitable project in relation to Allchurches Trust, I think it merits its own wiki page. And as a financial investment house it certainly qualifies to be included in the many other Investment management companies of the United Kingdom. I am fairly new to Wiki page creation - so please bear with me while I make mistakes, especially pesky citations done incorrectly. Help me become the better wiki editor I hope to be. Thanks. Joelionheart (talk) 12:59, 26 April 2017 (UTC)

Factual Updates

I am a current employee of EdenTree Investment Management and therefore have a conflict of interest. I am requesting the following factual and verifiable updates to correct outdated information on the EdenTree article. All updates are supported by reliable, independent sources.

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1. Infobox – Industry

Change: “Investment Management & Charity” → “Investment management.”

Reason: EdenTree is not a charity. It operates as a professional investment manager within a charity-owned group but does not conduct charitable activities itself.

Sources:

• UKSIF profile – https://uksif.org/company/edentree-investment-management

• The Investment Association member listing – https://www.theia.org/about-us/members/full/edentree-investment-management-limited

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2. Clarification of EdenTree’s Separation From Church/Charity Activities

Add to Lead or History:

“Although EdenTree is part of the Benefact Group, a charity-owned financial services group, EdenTree operates as an independent investment management business. It is not a Church body and does not undertake charitable or ecclesiastical activities. Its investment operations are entirely separate from the Church of England and the charity sector, despite its historic origins.”

Reason: The current article over-emphasises historical Church links in a way that implies ongoing governance or operational control, which is no longer accurate.

Sources:

• Benefact Group rename announcement – https://benefactgroup.com/press-release/ecclesiastical-insurance-group-becomes-benefact-group/

• ETF Express coverage – https://etfexpress.com/2022/03/08/edentree-investment-managements-owner-becomes-benefact-group/

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3. Headquarters & Registered Office

Change:

• Headquarters → London, United Kingdom

• Add registered office → “Benefact House, Gloucester, United Kingdom”

Sources:

• FCA Register – https://register.fca.org.uk/s/firm?id=001b000000NMcDXAA1

• Companies House – https://find-and-update.company-information.service.gov.uk/company/02519319

• EdenTree regulatory page – https://www.edentreeim.com/regulatory-information

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4. Ownership Wording

Replace: “subsidiary of Ecclesiastical Insurance Group and wholly owned by Benefact Group.”

With: “EdenTree is part of the Benefact Group (formerly Ecclesiastical Insurance Group), a charity‑owned financial services group.”

Sources:

• https://benefactgroup.com/press-release/ecclesiastical-insurance-group-becomes-benefact-group/

• https://etfexpress.com/2022/03/08/edentree-investment-managements-owner-becomes-benefact-group/

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5. Key People

Update to reflect current leadership:

• Andy Clark – Chief Executive Officer (CEO)

• Sue Round – Chairman of the EdenTree Investment Management Board

• Charlie Thomas – Chief Investment Officer (CIO)

Sources:

• CIO confirmation – https://www.ftadviser.com/investments/2021/07/14/edentree-im-launches-trio-of-multi-asset-funds/

• Board documentation confirming Sue Round’s senior governance role –

https://www.fundslibrary.co.uk/FundsLibrary.DataRetrieval/Documents.aspx?type=packet_fund_doc_reports_and_accounts&docid=7992b85e-09bf-4181-9e5c-a8a78535c420

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6. History – Parent Group Rename (2022)

Add: “In March 2022, Ecclesiastical Insurance Group rebranded as Benefact Group.”

Sources:

• https://benefactgroup.com/press-release/ecclesiastical-insurance-group-becomes-benefact-group/

• https://etfexpress.com/2022/03/08/edentree-investment-managements-owner-becomes-benefact-group/

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7. History – First Ethical Fund (1988)

Add: “EedenTree launched its first UK ethical equity fund in 1988.”

Source:

• https://uksif.org/company/edentree-investment-management

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8. Categories

Remove: “Charities based in the United Kingdom.”

Reason: EdenTree is a private limited company, not a charity.

Source:

• Companies House – https://find-and-update.company-information.service.gov.uk/company/02519319

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9. Regulation (optional but accurate)

Add: “EdenTree Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN 527473).”

Source:

• https://register.fca.org.uk/s/firm?id=001b000000NMcDXAA1

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Thank you for reviewing these requested factual corrections. MsJay90 (talk) 14:36, 10 February 2026 (UTC)

Just adding the formal COI edit request template. If any editor is available to review and implement these factual updates, it would be greatly appreciated.