Sophisticated Investor

Sophisticated Investor Policies

Mission Statement


The Sophisticated Investor mission statement was updated in 2022,  and is proudly displayed at the entrance to our offices.


These are our core values:


  • We are bold
  • We are professional
  • We have a competitive spirit that drives us to be first and best resource on the Planet
  • We foster trust by operating with integrity


Ethics Policy


We believe that our reputation as a publisher is our most valuable asset, so it is vital that our journalism and featured content is always of the highest quality.


We believe that anyone consuming our media should have confidence that their news is from a credible and reliable source.


Every journalist and contributor working for Sophisticated Investor must understand the legal and regulatory framework in which we operate and our own in-house guidelines and practices.


We know that social media plays an increasingly important role in our daily working lives and it is important that we apply the same standards to all of our content on whichever platform we share it.


To support these principles we have published clear editorial guidelines here.


Diversity Statement


Sophisticated Investor is committed to authentically representing every one of the users that consume our content every day, whatever their color or background. We keep a record of the gender and diversity of contributors and our ambition is to be the industry leader for Global Wealth information.


Diversity Staffing Report


It’s our people that make our publishing platforms so successful, and that’s why we work hard to be an inclusive employer. We know that embracing different perspectives and celebrating diversity makes us a great place to work and to contribute to. It means we foster innovation and make better decisions as a business.


Sophisticated Investor is dedicated to equal opportunities and we welcome applicants and contributions regardless of ethnicity, gender, race, colour, religious beliefs, disability, sexual orientation or age.


Diversity Staffing Report



Female 53%

Male 46%

Intersex: 1%

Our latest Gender Pay Gap Report, recorded a gender pay gap of  just 0.15% average. We will achieve gender parity by 2024.


Corrections Policy


We always expect our contributors to be accurate, but they are only human, and sometimes mistakes are made. That is why we have an established process for dealing with factual errors quickly and appropriately.


Our Data Cards are based on publicly available information that is aggregated and published for information only. We gather most of our information from publicly available resources. We may also call or email a representative experts to collect additional information.


We do not take corrections over the phone.


Ownership and Funding


Sophisticated Investor Magazine is an editorially independent magazine which has guaranteed current funding levels until at least 2030.


The Trust Project


Sophisticated Investor is proud to support The Trust Project – to find out more click here.