Portfolio management service for private clients

For private clients with a minimum of £200,000 to invest our core service is the management of a diversified portfolio of assets, including equities, fixed interest securities, managed funds and alternative investments.  Each portfolio is bespoke, and we will work with you to meet your clients’ financial objectives whilst our in-house ethical research (guided by the completion of a detailed ethical questionnaire) will ensure that their social, environmental and ethical requirements are fully integrated with our investment management. We operate on a whole of market basis, giving your clients access to the full universe of investment opportunities.

Managed funds portfolio service

 
For clients with a minimum of £50,000 to invest, we offer an ethical managed funds portfolio service, in order to ensure sufficient diversification. We hold regular meetings with the fund managers and closely monitor fund performance, investment style, investment strategy and key holdings to identify the best funds for your client. 

SIPPs and offshore bonds

For investors looking to save for retirement within a tax-efficient self-invested personal pension, we can provide our ethical investment management services within our own or another provider’s self invested personal pension (SIPP).  We are also able to provide our ethical investment management services within offshore bonds.  Our SIPP and bond service can be used through a range of wrappers, including but not limited to those offered by:

• Aegon Scottish Equitable
• James Hay
• LV=
• Scottish Life
• Scottish Widows
• SIPP Centre
• Standard Life
• Suffolk Life
• Winterthur
• Zurich Life

Our specialist administration team are able to make arrangements with additional wrapper providers on request.