Succession Model Portfolios
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Contact Us for more Information: Telephone No : +44 (0)20 7426 5960 Mail : ethical@kasl.co.uk

About Us

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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.

Succession Model Portfolios

Our ethical model portfolios were launched in February 2010 following demand from our IFA clients for a discretionary ethical product that could be accessed through wraps and platforms. Many IFAs have chosen to play to their strengths of advising customers on the financial needs and providing solutions to these needs, leaving the management of the underlying investments to discretionary fund managers with the capacity and experience to do so.

At King & Shaxson we have partnered with Succession to design five ethical model portfolios tailored to address the ethical concerns raised by clients, each with their own asset allocation and risk profile. As simple as investing into a single fund with the benefit of active management across all asset classes. Our service makes it much easier to look after ethically minded clients. We conduct research into funds on a stock-by-stock basis. We also manage individual equities and bonds and therefore have both the experience and knowledge in a specialist area. We use the services of an ethical researcher to ensure the ethical integrity of our investments. We monitor our model portfolios on a daily basis – being focusing on this one specialist area we can give it the attention that it needs. We also use a broad range of asset classes enabling us to run portfolios across the risk spectrum.

Team

Person

Wayne Bishop

Director of Ethical Investing

After graduating from University of Central England in 1991 Wayne began his career at GNI London, broking fixed income options. In 1993 he was seconded to Frankfurt, as part of a small but successful team servicing European banks and fund managers across a range of derivative products. Wayne returned to London in 1997.

In April 2002 he joined Phillip Securities UK and took over Ethical Investment Management in September of that year. He introduced active asset allocation and a positive return mentality to then predominantly UK equity based portfolios. He became the Head of Investment Management in January 2003 and Director in September 2003.

Following a group restructuring in 2005 he moved to King & Shaxson Asset Management to enhance the Ethical business. Now Director of Ethical Investment Wayne is responsible for around £50m of ethical AUM.

Contact Wayne Bishop: Telephone No : +44 (0)20 7426 5968 Mail : wayne.bishop@kasl.co.uk
Person

Craig Hart

Assistant Fund Manager

Craig Hart (44) has 17 years experience of financial markets, covering various roles including Payments, Trade Finance and Money Markets & Foreign Exchange execution. Craig joined the Corporate Bond Dealing desk at King & Shaxson in May 2010, to assist clients with Fixed Income trade ideas and execution. Craig is now the assistant to Wayne in his Fund Management duties with his main focus being Platform products



Contact Craig Hart: Telephone No : +44 (0)20 7426 5979 Mail : craig.hart@kasl.co.uk
Person

Mark Tomlinson

Business Development Manager



Mark has over 20 years’ experience interacting with clients and advisors to promote financial products. Mark joined the company in 2015 to increase King & Shaxson’s profile in ethical investing and also to enhance existing advisor relationships.




Contact Mark Tomlinson: Telephone No : +44 (0)20 7426 5967 Mail : mark.tomlinson@kasl.co.uk

Contact Us

If you would like to find out more about any of our products then please email Mark Tomlinson or Craig Hart on the group email address: ethical@kasl.co.uk or call at 0207 426 5960


Postal Address

King & Shaxson Ethical Investing5th Floor, Candlewick House120 Cannon Street, London, EC4N 6AS

Quick Contact

+44 (0)20 7426 5960 ethical@kasl.co.uk


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