Investment Management Services

Managing investments requires expertise and time. Our in-house investment team offers investment management services, based on our range of sustainable and traditional portfolios to help you grow your wealth, achieve financial goals, and align your investments with your values.

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Our Investment Management Services

Investment Portfolio Management

This service helps clients prepare for the future and build wealth by offering a systematic, research-driven approach to investment management. While adjusting to market conditions, a well-balanced portfolio can help you secure your financial future.

Holden & Partners make investment selections by closely evaluating risk, market trends, and long-term prospects. Portfolios are regularly reviewed and modified to maintain alignment with client goals. This service enables you to confidently navigate financial markets while aiming towards long-term financial success.

Investment Portfolio Management

Sustainable Investment Management

Sustainable investment management aims to increase your wealth and support companies that prioritise environmental, social, and governance (ESG) principles. In our sustainable portfolios we concentrate on businesses that are well-positioned to thrive in a changing world, have sound financial standing, and uphold ethical standards.

Our team thoroughly investigates prospects that support global sustainability objectives and assists investors in avoiding risks associated with social impact, governance concerns, and climate change. We actively manage portfolios to balance sound investment with impressive performance, ensuring they represent your values and long-term financial goals.

Sustainable Investment Management

Alternative Investments

Holden & Partners recognises that many portfolios are built on traditional investments like bonds, equities and cash. Alternative investments like renewable energy and forestry provide chances for development and diversity. They can offer tax-efficient possibilities help you to match your investments with your ideals.

By including alternative assets, clients can increase the resilience and balance of their portfolios, particularly during market turbulence. Typically, these investments are suitable for high-net-worth individuals who want to diversify their financial approach. may benefit from these investments.

Alternative Investments

Enterprise Investment Scheme

The Enterprise Investment Scheme (EIS) offers valuable tax reliefs to investors who support early-stage companies. At Holden & Partners, we help clients make well-informed decisions that align with their risk tolerance and financial goals. Our team guides investors through the complexities of EIS, providing access to fast-growing businesses that may fall outside the scope of traditional investments.

Our team focuses on firms with innovation, resilience, and long-term development prospects to find EIS-qualifying enterprises with significant potential. To optimise possible reliefs and maintain a well-balanced investment plan, we also assist clients with tax and compliance needs.

Venture Capital Trusts

Investors have the opportunity to help businesses with tax benefits through Venture Capital Trusts (VCTs). Holden & Partners assists clients in managing the complex rules of VCT investments, helping you make well-informed choices that are aligned with your risk tolerance and financial objectives. VCTs provide funding to firms with significant potential by investing in smaller, high-growth enterprises that are not listed on the main stock market.

Our expert team thoroughly evaluates VCTs to ensure they fit with more comprehensive investment plans and offers knowledgeable advice to provide clients peace of mind when making investments.

Charities and Trusts

Ensuring that assets are managed ethically while generating returns is a top priority for trustees of charitable organisations. At Holden & Partners, we assist nonprofit organisations in developing charity investing plans that complement their moral principles and financial goals. We design transparent, well-organised investment programmes that balance risk and opportunity, whether the objective is long-term growth or income creation.

Our team works closely with trustees to integrate ethical and environmental factors to ensure that investments support the charity’s objectives. We also help with performance reviews, tax efficiency, and external investment manager monitoring.

Charities and Trusts

Discretionary Portfolio Management

Holden & Partners offers a discretionary portfolio management solution for those who need expert investment management without daily involvement. Our team works closely with clients to assess their financial goals, risk tolerance, and long-term objectives.

We make informed investment decisions and adjust portfolios as needed to take advantage of market opportunities. We also provide sustainable and ethical investment options alongside our more conventional portfolios.

What are investment management services?

Investment management services involve managing the assets and portfolios of either an individual or an institution to grow wealth while managing risk. We continually monitor and evaluate market conditions to ensure we can adjust portfolios as needed, either managing your investments ourselves or providing recommendations to you for approval.

Why partner with us?

Holden & Partners has a team of in-house investment managers and analysts dedicated to investment research, fund selection and portfolio management. The investment team runs our quarterly Investment Committee which is led by an external chair. As an Independent Financial Advice firm, we are free to recommend investment products that suit your needs.

Holden & Partners is a B Corp founded over twenty years ago with sustainable principles at heart. We are proud signatories of the UN Principles for Responsible Investment. Our financial planners and investment team are experienced in sustainable and responsible investment.

What are the benefits of investment management services?

Build an investment strategy that matches your appetite for risk
Your Holden & Partners Financial Adviser will help you decide what level of investment risk is acceptable for your current and future needs and build you an investment strategy to match. Your risk tolerance will be reviewed with you in your annual review meetings to ensure that your investments continue to be suitable for you.
Decide on the investment management approach that is right for you
Our investment management services allow you to decide whether you would like us to manage your portfolio on your behalf with our discretionary Managed Portfolio Service (MPS), or if you would like more control, we can work with you on an advisory basis.
Take a traditional or sustainable approach to your investment strategy
We have developed both traditional and sustainable investment portfolios to suit all levels of risk, enabling you to align your investment strategy with your beliefs.

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Get started in three easy steps

Get in touch

Contact us by phone, email, or online form to book a free consultation. Whether you prefer an in-person meeting or a virtual chat, we’ll start by establishing your requirements and specific goals.

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During the meeting, we will offer straightforward recommendations and discuss how we can help you. We’re here to answer all your questions and provide realistic ideas to help you achieve your financial objectives.

Get a fixed quote

We provide clear pricing with no hidden surprises. Once we’ve analysed your needs, we’ll deliver a clear, set quotation so you know precisely what to expect before proceeding.

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