For clients who have at least £150,000 to invest

Whether for growth or income, it may be advantageous to invest directly in stocks and shares rather than, or in addition to, collective investments such as Unit Trust and Investment Bonds.

These days it is a high-risk strategy to invest in shares and manage them yourself, unless you have the necessary knowledge and can devote considerable time to buying and selling on the stockmarket. In practice we find that few clients wish to do this.

By investing in shares through a Stockbroking portfolio, the shares can be actively managed on a discretionary basis to meet your specific requirements.

Better still, this enables you the client to own a portfolio of shares, select your own ethical criteria, and filter out particular sectors or companies that conflict with your principles.

We work with a number of stockbrokers chosen for their combined skills in ethical investment and conventional portfolio management. We would meet with you initially to assess whether a Stockbroking portfolio would be a useful part of your investment planning.

In addition to using the EIRIS screening to follow your chosen ethical criteria, we favour ethical stockbroking teams who also conduct their own research into companies. Like us at The GÆIA Partnership, they are also active in a number of organisations and campaigns to try to effect change in company policy towards corporate and environmental responsibility, and practices such as fairtrade which will improve living conditions in the Third World.

Note: A discretionary managed portfolio will be invested in stocks and shares the value of which can go down as well as up.
Stockbroking services are authorised and regulated by the Financial Services Authority.