Ethical Investment

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.

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 Cautious to Adventurous.

Ethical ISA

Available via our discretionary portfolio service, our ethical ISA can provide a tax efficient investment wrapper for investors meeting the Personal Discretionary minimum portfolio size.