About Us

King & Shaxson Ethical Investing is a division of King & Shaxson which is part of the Phillip Group, a global company that employs over 3,000 people worldwide. The company dates back to 1866, with clients including well-known building societies and local authorities. Today King & Shaxson has evolved into a specialist investment firm focused on securities dealing, asset management, and treasury consultancy.

The ethical team is personally committed to ethical investment. Strictly an investment management business, we do not advise clients and therefore conduct the majority of our business through independent financial advisers. The King & Shaxson Ethical Investing discretionary managed portfolios provide professional investment management for those individuals who would like their investments to reflect their core beliefs and principles. We can enable advisers and clients to articulate and document what ethical means to the individual.

Management of the portfolios includes asset allocation, investment selection, and ongoing monitoring. We manage and review all holdings, and make changes where necessary.