Welcome to Inclusion
in Finance
Inclusion in Finance is a not-for-profit cross-company initiative working to accelerate progress towards a more inclusive, high-performing finance industry.
Our global founding members





Our amazing UK members
We are proud to have the following companies championing Inclusion in Finance. Their support is invaluable to the success of this industry-wide initiative.
How we help
Operating across the UK, North America and Europe, we bring together 130 firms with an AUM of over £21 trillion across major financial centres to reshape the finance industry to achieve better outcomes. Our focus is underpinned by the twin foundations of inclusion and cognitive diversity to power robust decision-making and long-term business success.
Our members are asset owners, investment managers, fund selectors, family offices, investment consultants, actuaries, investment banks, insurers, trustees, charities and wealth managers. Our partners and supporters include data providers, recruiters, professional standards authorities, trade bodies and other organisations within the industry.
In the current geopolitical environment, the involvement of all talent is even more important to deliver economic success. We welcome everyone to join us in advancing this important work.
Our global ambitions for the next five years
Inclusion of all
Ensuring opportunity, access and positive working environments for everyone across financial services.
Greater focus on cognitive diversity
Address under-representation
Expanding proven programmes to improve representation across socio-economic backgrounds, gender, ethnicity, neurodiversity and disability.
Global financial sector impact
Strengthening coordination across the UK, Europe and North America with a global framework and local adaptation.
Further, faster progress
Launching a new framework, enabling firms to assess progress and track long-term outcomes.
How we help
Saving you and your firm time: access to resources, events, peer expertise, and programmes to help increase internal engagement and accelerate progress.
Peer networking and collaboration
Industry-wide awareness and action across all areas of inclusion
Talent access and development
Strategic and practical support
Evidence-led insight and best practice
Support with regulatory engagement
Our programmes
Catalyst Education Programme
Skills in Finance
Multi-Firm Apprenticeship Programme
EnCircle
Pathway Programme
The Walking Exchange
Elevate: Emerging Executives
Testimonials
Being members of Inclusion in Finance has helped across all functions of our business. We think carefully about how we attract and retain talented team members from a wide variety of backgrounds. Inclusion in Finance membership gives us access to tools, information and colleagues from across the industry to help us make sure we support our people in the best way possible. A number of our team members have participated in specific work streams and projects and I have personally greatly benefited from being part of the recent work on cognitive diversity.
Tord Stallvik
CEO, Red Wheel
As a conduit for change within financial services, Inclusion in Finance’s leadership inspires us and similar firms to build a corporate culture that reflects the diversity of our clients and one that includes and values all of our people. Since becoming a member firm, we’ve made positive changes within Julius Baer International, and been able to contribute to the best practices for all. Together we will build an industry that is more in tune with the society around us, more relevant for our clients and those in the future, and more of a level playing field for all employees to succeed.
David Durclacher
CEO, Julius Baer International Limited
No single investment or finance company can create the modern, diverse and inclusive industry we are aiming for, but I’m confident that over 100 working together can!
Helena Morrissey
Chairwoman of Inclusion in Finance
Allspring proudly joined Inclusion in Finance UK in 2022. As a firm, we believe deeply in the importance of diversity, equity and inclusion as by encompassing a broader range of ideas, experiences and skills we are better investors and stewards of our client’s capital.
The power of this membership is that we can connect across the savings industry to work collaboratively to improve both our current employee experience and the accessibility of our industry to a broader talent pool – here we are living one of our core values of #delivermoretogether. Inclusion in Finance has proven to be a highly valuable platform with its breadth of committee and work stream structures allowing us the opportunity to further engage in the inclusion dialogue at all seniority levels of our firm.
Andy Sowerby
Managing Director & Head of International Client Group, Allspring
At Aberdeen we’re committed to changing the landscape, the opportunities and the outcomes for all our colleagues. Being a member of, and working with Inclusion in Finance, unlocks access to data, knowledge and best practice ideas that have been invaluable in our journey so far. Being able to connect with peers across the industry and share experiences and lessons learned brings huge benefit to our people and our businesses.
Tracey Hahn
Chief People Officer, Aberdeen
At BlackRock, advancing diversity, equity and inclusion at every level of our firm and within every country we operate in, is core to our culture and the difference we can make in the world. We are proud to partner with Inclusion in Finance to build a better and more inclusive asset management industry.
Sarah Melvin
Head of UK and European Client Business, BlackRock
Sign up to become a member firm
Become a member by declaring your company’s support at a business level. Apply now and let us know how you can help.