We are able to screen out sectors and companies that your client wish to exclude from your portfolio.
The flexibility of our bespoke Discretionary Portfolio Service (DPS) enables us to manage your client’s investment portfolio in line with their ethical considerations.
Your client’s dedicated investment manager will design an ethical policy, reflecting your client’s wishes, and ensure that it is implemented correctly, kept up to date and adhered to on an on-going basis.
Our service to you
Your client’s investment manager will work with you and your client to:
- Define your client’s ethical concerns.
- Ensure they are reflected in the ethical investment policy we create.
- Advise you and your client about the impact this policy will have on the range of available investments.
- Implement the ethical policy when we invest on your client’s behalf.
We employ an independent specialist firm to screen the securities researched by our analysts. We are able to link this to our dealing system in order to ensure compliance with your client’s ethical policy. We provide this additional advice, screening and monitoring service at no additional cost.
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Award-winning Investment Director
Winner of Wealth Manager of the Year– City of London Wealth Management Awards 2017
Gold Rating, Diary of a Fund Manager – Portfolio Adviser Wealth Manager Awards 2017
Winner, Outstanding Achievement – City of London Wealth Management Awards 2016