Ethical (Link to website)
King & Shaxson Ethical Investing provides distinctive investment management services
with a focus on meeting both the investment and the ethical criteria of its clients.
Drawing on the group’s global asset management expertise in equities, fixed income
and asset allocation we have been managing multi asset ethical funds and portfolios
for private clients, charities and pensions since 2002.
We cater for investors or all sized with fees starting from as low as £100 per quarter.
Our Standard Ethical Portfolios offer five options with varying risk and income
characteristics. These portfolios are made up of ethical equities, exchange-traded
funds, investment trusts, bonds, collectives, microfinance and forestry.
Our Enhanced Ethical Portfolios cater for our middle tier clients with a minimum
fee of £300 per quarter. As with the Standard offering the Enhanced Ethical Portfolios
offer five options depending on risk and income requirements. These portfolios offer
a wider range of direct equity and bond holdings and also encompass a degree of
customisation in certain sectors.
We offer our personal discretionary service for clients above £250,000. With this
service the starting point is the client, their risk profile, objectives and ethics.
Prior to designing the portfolio the client completes an ethical and risk questionnaire
and then we provide a report with our initial investment stance, including a full
investment rational and ethical profile of our selected investments. This service
is discretionary and actively managed so the investments change over time however
we provide full ethical profiles of our investments on our web-site and feature
some in our half yearly reports.
Please note we do not offer an advisory or execution only stock broking service.
King & Shaxson Ethical has a new website. Please click here
www.ksep.co.uk for more information