Ethical Investment

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.

Screening service

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.

If you would like more information

We would be happy to discuss your client’s ethical requirements with you in more depth.

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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