Moneyfacts Awards - Best Ethical DFM

Welcome to King & Shaxson Ethical Investing

King & Shaxson Ethical has been managing ethical portfolios since 2002, meaning we know what it means for clients ethics to be reflected in their portfolio. We are a division of King & Shaxson which is part of the Phillip Group, a global company that employs over 3,500 people worldwide.

2022 Celebrating 20 years of our Ethical Investment Services. Click to Learn More

Rewarding Your Values

Personal Discretionary

The personal discretionary service is available to individuals, Trusts, Charities and institutional clients. This portfolio is highly personal and is tailored to each client, made possible via our extensive value based questionnaire (min £250,000).

Platform Model Portfolios

Our Ethical model portfolios were launched in February 2010 and can be accessed through various platforms. Clients can invest in a number of ethical model portfolios ranging from Defensive to Adventurous.

Tax Wrappers

Available via our discretionary portfolio service, a portfolio can include a number of tax efficient investment wrappers, whether that’s an ISA, SIPP or Trust. We can also work alongside Trustees to develop a bespoke portfolio that aligns with their investment policy.