Services Provided
- Discretionary
- Execution
Investment
- Investment Manager
- Founded 1866
Pooled Accounts
- Not offered
Segregated Accounts
- Minimum Account £500K
- Assets Under Management £270M
- Number Of Clients 100
About King & Shaxson Asset Management Ltd
King & Shaxson is a long-established City name with a history that dates back to the mid-nineteenth century. Founded as a Discount House, King & Shaxson has evolved in to a financial services company incorporating an investment firm, trading venue, asset management, advice and training, and the safe custody of client assets.
King & Shaxson have been working with charities for over twenty years, providing support to trustees in both short term and long term investments. As the only non-bank primary participant, we can service a number of clients seeking to enhance returns on their cash investments in a highly secure and flexible way. Meanwhile, King & Shaxson Asset management have offered a compelling ethical and sustainable investment service, supporting trustees to develop portfolios that align with their investment policy, helping to secure a long-term legacy.
We are continually seeking ways to evolve and add value in order to provide our clients with the best and most complete service that we can. We have an ongoing commitment to a long term partnership with our customers, enabling us to tailor the service and meet their needs on an individual basis. We pride ourselves in offering a service of integrity across all areas.
Our Philosophy
King & Shaxson have been working alongside charities since 2002, utilising our expertise in investment management to assist trustees in meeting their obligations. We are continually seeking ways to evolve and add value in order to provide our clients with the best and most complete service that we can. We have an ongoing commitment to a long-term partnership with our customers, enabling us to tailor the service and meet their needs on an individual basis. We pride ourselves in offering a service of integrity across all areas.We have two products offerings: firstly, focussing on short term cash and treasury requirements, we seek to enhance returns in an ultra-secure and flexible way, building on our heritage in the UK money markets. Secondly, we have offered a compelling ethical and sustainable portfolio management service since 2002.
We have a strong track record in combining investment objectives with ethical and sustainable objectives. This approach is based on the thesis that companies who display favourable environmental and social outcomes, alongside stringent governance practices, outperform in the long run. It is important to note we will not compromise on ethical objectives for investment objectives, and vice versa.
This desire to achieve positive outcomes in investments feeds through into the day-to-day operations of King & Shaxson.