A portfolio with principles

EQ Investors  

http://www.eqinvestors.co.uk/dfm

EQ Investors Limited specialises in sustainable and impact investing, providing solutions which not only deliver an attractive return but are also committed to making a positive contribution to society or the environment.

EQ Investors is an award-winning, boutique wealth manager providing investment management services to individuals, small businesses and charitable endowments. On behalf of the financial advisers we work with, we cater for clients with a few thousand pounds as well as those with tens of millions. We are committed to excellence, not in trying to be the biggest. EQ Investors is also a founding B corporation in the UK, believing in business as a force for good. 

The EQ Positive Impact Portfolios

Launched in 2012, the EQ Positive Impact Portfolios are a range of sustainable and impact investment solutions suitable for retail investors. They are designed for clients who want to go beyond ethical or social ‘avoidance strategies’.

The EQ investment team has spent several years researching investments from across the socially responsible, ethical, sustainable and impact investment markets and has developed rigorous scoring methodologies. These help us to measure the degree of intentionality of a particular fund to have an impact on society and the environment as well as the real impact it has achieved. We attempt to identify where one can genuinely make a difference with investment capital, while not compromising on performance.

EQ’s Investment Team is highly regarded for its expertise in the measurement of social and environmental impact. We demonstrate that responsible use of investment capital can help to tackle many of the environmental and social issues existing today.

As a result, our portfolios will give your clients the confidence to know they are investing in the fund managers who actively seek out social and environmental improvements over and above simply avoiding vices, thereby providing a more ‘positive’ or ‘intentional’ investment proposition.

The EQ Positive Impact Portfolios are not just about selecting investments that do good. They are also about selecting good investments. Alongside our social and environmental research processes, our investment management team apply all their knowledge to find investments which we believe have the potential to beat equivalent but less responsibly managed funds in terms of the financial returns they can deliver. We then build portfolios which we believe provide sustainable outperformance versus peers. 

Key features of the offshore model portfolios available via the Novia Global platform:

• A differentiated solution focused on investments with a significant and positive contribution towards people and planet
• A range of model portfolios with different risk profiles denominated in sterling, euro and US dollars
• A totally independent investment team conducting thorough financial due diligence and impact assessment
• Investing only in FCA recognised funds offering daily liquidity
• Attractive to overseas based investors, non-UK domiciles, offshore trust and fiduciary companies
• Award-winning investment and impact expertise
• Annual Management Charge: 0.35%

Want to know more?

If you would like more information about the EQ Positive Impact Portfolios or wish to meet our investment team please feel free to contact us.

Email: [email protected]
Phone: 0207 488 7181
Further information: Please visit our website https://eqinvestors.co.uk/dfm/

Evelyn Partners

evelyn.com/financial-advisers/

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson. While our name has changed our commitment to delivering a world class experience to our clients remains as strong today as it always has been.

Founded more than 180 years ago, the group is trusted to look after £55.8 billion of assets (as at 31 March 2022) for our global clients from offices across the UK, Republic of Ireland and Channel Islands.

All of our services are underpinned by a disciplined investment process and delivered by highly qualified and experienced professionals.

Evelyn Partners’ purpose is to ‘place the power of good investment advice into more hands’ and we believe we are uniquely placed to support financial advisers and their clients navigate the ever-changing investment landscape to achieve their goals.

At the heart of our investment approach is the understanding that clients are particularly sensitive to losses, rather than being averse to taking investment risk (in the form of uncertainty). At Evelyn Partners, we aim to preserve and grow the real value of our client assets through time.

The core beliefs of our investment philosophy are: 

• To achieve returns ahead of cash and inflation
• Understand risks taken and particularly the risk of capital loss
• To back our judgement and invest alongside our clients
• The principle of diversification
• To embrace the use of both funds and single securities
• To use active and passive management techniques for the benefit of our clients
• To be aware of and to minimise the impact of costs 

Evelyn Partners offer the following sustainable models:

• Evelyn Partners International Sustainable Conservative GBP
• Evelyn Partners International Sustainable Cautious GBP, EUR, USD
• Evelyn Partners International Sustainable Balanced GBP, EUR, USD
• Evelyn Partners International Sustainable Growth GBP
• Evelyn Partners International Sustainable Adventurous GBP, EUR, USD
• Evelyn Partners International Sustainable Maximum Growth GBP

For further information please contact:

Harriette Collings
Director of Business Development
Tel: +44 (0) 20 3818 6653
Mobile: +44 (0) 7894 233 034
Email: [email protected]

Kingswood Group

www.kingswood-group.com

Our focus on the client is matched by our investment in our people. We pride ourselves on the creation of a technology backbone, rigorous risk management and the provision of attractive investment solutions to clients.

Investing to suit individuals 

Managing an investment portfolio is a challenge and requires rigorous research, a long-term focus and continuous monitoring. Our Investment Management team have developed three model portfolios to address these issues: Balanced, Growth and Adventurous. These strategies cover a wide range of investment objectives and risk profiles and can be accessed through a range of implementation styles from Core, Passive and ESG (Environmental, Social & Governance) in Dollars or Sterling. 

The service has been designed to offer a high-quality investment solution that matches individual goals, interests and risk appetites. It allows us to deliver outstanding value in a highly accessible, cost-effective manner. Investors benefit from our established centralised investment process, which utilises a wide range of asset classes extending beyond the traditional combination of equities, bonds and cash. 

The benefits: 

Our aim is to create investments that deliver results for specific goals and objectives. 

• Wide investment choice > Access to a range of managed portfolios each aligned to an objective and attitude to risk.
• Expert investment management > Access to the best asset managers carefully selected by our in-house research team.
• Flexibility to execute > Flexibility to execute trades within days to allow you to capture all opportunities.
• Established track record > Helping clients compare their investments to manage expectations.
• Economies of scale > Our clients benefit from discounted fees with platform partners and institutional rates.

Investment strategy

Our investment strategy has three key components:

• Asset allocation > Focused on analysing the economic and financial environment, assessing the prospective returns and risks of each of the major asset classes, both over the short and long term.
• Fund selection > Our rigorous fund selection process involves assessing which funds best allow us to gain exposure to the most attractive asset classes, regions and themes.
• Portfolio construction > These two building blocks are then combined to create portfolios which are designed to meet their specific objectives and are actively managed with regular rebalancing.

 For more information, please contact:

Paul Surguy
Head of Investment Management
T: +44 (0) 20 3875 4394
E: [email protected]

Molly Southwick
Trainee Investment Manager
T: +44 (0) 20 7293 0730
E: [email protected]

Pacific Asset Management  

www.pacificam.co.uk

Established in 1993 by Sir John Beckwith and Mark Johnson, Pacific Investments has a proven record of identifying industry-leading investment managers.

Over the years, the group’s various businesses have managed over US$50 billion on behalf of institutions, wealth managers, family offices and individuals.  The group created Pacific Asset Management, the core asset management business within the group, to give investors access to fund managers who are proven to deliver superior investment returns over the long term. Firmly established within the global institutional infrastructure of the independently owned Pacific Investments group, Pacific Asset Management is able to take a non-biased approach to investing, something that incumbent, often listed business struggle with.   

Asset management businesses which were originally founded by Pacific Investments include Thames River Capital which was sold to F&C/BMO, Europa Capital latterly sold to Rockefeller, Liontrust Asset Management plc and River & Mercantile. Additionally, Sir John’s global diversified investment group Pacific Investments also has considerable experience in emerging markets, having successfully founded Thames River Capital with its flagship emerging market fund Thames River Nevsky, which later became Nevsky Capital. 

The Pacific Multi Asset Accumulator range blends ETFs, actively managed funds, factor strategies and direct securities to create affordable, diversified investment solutions. We offer a range of portfolio services to meet clients’ needs, available in Sterling, US dollars, Euros and AUD dollars. 

Sustainable Fund Strategy sheet: https://www.pacificam.co.uk/wp-content/uploads/PacificSustainableFundStrategySheet-1.pdf

Sustainable MPS Range Info Sheet: https://www.pacificam.co.uk/wp-content/uploads/PAM-Sustainable-MPS-Range-Info-Sheet.pdf

MPS Conservative Sustainable Portfolio Strategy Sheet: https://www.pacificam.co.uk/wp-content/uploads/2_Conservative_Sustainable_Standard_GBP_J_471.pdf

MPS Balanced Sustainable Portfolio Strategy Sheet: https://www.pacificam.co.uk/wp-content/uploads/3_Balanced_Sustainable_Standard_GBP_J_472.pdf

MPS Adventurous Sustainable Strategy Sheet: https://www.pacificam.co.uk/wp-content/uploads/4_Adventurous_Sustainable_Standard_GBP_J_595.pdf

Single Manager Solutions: Pacific Longevity & Social Change, ESG, Article 8 Fund. Link to website section: https://www.pacificam.co.uk/core-capabilities/longevity-social-change/

Pacific Longevity & Social Change Info sheet: https://www.pacificam.co.uk/wp-content/uploads/PacificLongevitySocialChange_InformationSheet.pdf

Pacific Longevity & Social change Factsheet: https://www.pacificam.co.uk/wp-content/uploads/fund-LongevitySocialChange-factsheet-I-GBP.pdf

Contact details

Freddie Streeter
Sales Director
[email protected]
Tel: +44 20 7591 1651

Adella Hives
Junior Associate Director
[email protected]
Tel: +44 203 970 2990

Waverton Investment Management

www.waverton.co.uk

Waverton is an independent investment management house dedicated to providing high-quality investment outcomes through discretionary portfolios for both international and UK clients.

About Waverton

We are single minded in our approach and only provide investment management services – dovetailing with the financial and tax planning advice provided by financial planners. Founded in 1986, the firm now has over 170 members of staff, of which a quarter are portfolio managers with responsibility for over £10.9bn of assets (as at December 2023). 

Benefits

We have developed the Waverton portfolios on Novia Global to be specifically suited to the needs of international clients and advisers seeking a platform-based solution. 

The Novia Global portfolios are constructed using four specialist offshore Waverton OEIC Funds which are managed specifically to form the building blocks of the portfolio. The four funds are the Waverton Sterling Bond Fund, Strategic Equity Fund, Absolute Return Fund and Real Assets Fund. The holdings of each fund are managed in a complementary way so that there is a consistent strategy throughout the portfolios. 

The benefit of our approach is that it allows investors access to the entire Funds universe (both onshore and offshore) through the four Waverton building block funds. The portfolios, therefore, are not restricted in their holdings.

Our approach also allows us to provide the portfolios at a highly competitive rate. 

We have an established history of running platform-based portfolios in this way with a proven track record that we would be delighted to share with you. 

Waverton Portfolios

All our portfolios invest on a global basis and are fully diversified by asset class, including the use of alternative assets. There are five portfolios available through Novia Global, which are listed below: 

• Waverton Conservative Portfolio
• Waverton Defensive Portfolio
• Waverton Cautious Portfolio
• Waverton Balanced Portfolio
• Waverton Growth Portfolio
• Waverton Equity Portfolio

More details 

Please click here for details of our approach and the current asset allocation and holdings of each portfolio.

We would be delighted to discuss your requirements and our approach in more detail.

For more information please contact: 

Mark Barrington
Head of Intermediary Sales
T: +44 (020) 7484 2058
[email protected]

Sara Pidduck
MPS Marketing Manager | Adviser Support Team
T: +44 (0) 20 7484  2077
[email protected]