Personal Discretionary

King & Shaxson provides ethical investment portfolio services for both individual and institutional clients, usually in conjunction with professional advisers. Our service is a highly personal investment management service that not only takes the effort and worry out of investing but is also tailored to suit your individual needs. We operate on a discretionary mandate, meaning that we are free to manage portfolios according to pre-determined ethical criteria and risk parameters, and you are released from having to worry about the management of your money. Unlike collective funds and model portfolios we allow you to set your own ethical and financial criteria via our comprehensive Values-based Investment Questionnaire, and your concerns are then reflected in a personally designed portfolio (£250,000 minimum).

The Process

Complete the
Values Based Questionnaire

Each portfolio is constructed according to the investors ethical beliefs, made possible by King & Shaxson’s Values based Questionnaire (VBQ). Leave no stone unturned.

Receive an
in-depth portfolio proposal

Every client will receive a detailed portfolio proposal, outlining the potential investments based on the client’s investment and ethical objectives, including our rationale for investing in each holding.

Portfolio
construction

The team of qualified managers will begin constructing your portfolio. The portfolio will be viewable online via our portal as well as via quarterly reports (including a yearly tax pack).

Why Choose Our Personal Discretionary Service?

Strong Ethical Focus

Our portfolios reflect the concerns of our clients and this usually leads to a focus on investments which are financing solutions to environmental and social solutions such as clean technology and healthcare. This is in stark contrast to many ethical investments that look little different to conventional funds.

Personal Choice

You get to set the parameters for the investment of your portfolio. If you want to invest in solar power or fair trade you can. If you want to avoid mining or tobacco companies, you can; and if you want to take a set income each month, you can. You specify how you want your money to be run, and we manage your money accordingly.

Professional Management

Our team of qualified managers not only design a portfolio that meets your needs, but we monitor every investment on a daily basis, and can make timely and seamless changes as required. We also ensure that risks are controlled in accordance with your personal risk tolerance and take account of any tax considerations. All our Portfolios are administered by Pershing Securities, a global leader in asset management support services such as custody, deal execution, and administration.

To discuss how we can help you, please call Craig Hart on 020 7426 5979 or email ethical@kasl.co.uk