Our clients have differing needs and differing experiences as far as investment markets are concerned. Our approach with clients is informative and collaborative and we aim to invest your funds in a manner suiting your investment preferences, your life plans and the degree of investment risk appropriate for your circumstances.
We help you plan your investments responsibly and sustainably
Many of our clients have an active interest in ensuring their investments meet their needs but importantly do not want to compromise the ability of future generations to meet theirs. We call this style of investing ethical, sustainable and thematic (EST). Our experience shows that investors who adopt the EST approach in their portfolios have been rewarded with consistent levels of return that do not in any way adversely affect their objectives. EST investing is an area of growing importance, both for the population and us as a business.
We employ professional investment analysts
Holden & Partners employs a team of in-house investment analysts who are dedicated to investment research, fund selection and portfolio management. The investment team also contributes to our quarterly Investment Committee which is led by an external chair. The Investment Committee meets to discuss our views on global and domestic economic trends so that we can formulate our long term strategic and tactical approach to asset allocation across our client portfolios.
We ask for your permission before we trade
We are advisory fund managers. This means we will always ask you to confirm you are happy with any investment recommendations suggested in respect of your portfolio.
We assist charities
We support a number of charities to invest in accordance with their investment principles, providing guidance and understanding to trustee boards. Our specialism in EST investing is of great importance in this area.