The Rise of Eco-Awareness

It’s fair to say issues surrounding the environment, the future of our planet and the sustainability of the world’s actions have been receiving an increasing amount of attention over the past 18 months. Key figures such as David Attenborough, Greta Thunberg, the Extinction Rebellion and, more recently, the devastation across Australia caused by bush fires, have had a significant impact …

The future of mass travel in a world of climate crisis

The British public take more than 70 million flights per year1, both for work and pleasure, but often gloss over the associated carbon emissions. Instead we perceive ourselves as ‘green’ depending on whether we cycle to the shops or avoid plastics. In truth, for an individual, carbon emissions from flying dramatically eclipse that from domestic output2: Instead of flying from …

Holden & Partners Quarterly Investment Views: Q3 2019 Outlook

As the current bull market reaches its 10th year, it provides an opportune moment for investors to reflect on the environment they have experienced over the last decade. Since 2008, almost all asset classes, except commodities, have delivered handsome returns. So attractive, in fact, that it is tempting to look back on the market’s rise as trouble-free. The theory of …

Big pharma

We swallow their pills but lots of us love to hate the pharmaceutical industry. Are we right? Bad Pharma: How Drug Companies Mislead Doctors and Harm Patients was published in 2012 and quickly became a bestseller. Author Ben Goldacre explained how the pharmaceutical industry chose unrepresentative individuals for drugs trials, withheld unfavourable results, hiked prices and wrote academic papers without disclosure …

Absolute Return

Holden & Partners Quarterly Investment Views: Q2 2019 Outlook It is worth highlighting that ‘absolute return’ as a sector is a somewhat disparate collection of strategies, not all of which are directly comparable. In its simplest form, funds with an ‘absolute return’ mandate aim to achieve positive investment returns irrespective of the prevailing market conditions, typically whilst targeting lower levels …

UK Commercial Property

Holden & Partners Quarterly Investment Views: Q2 2019 Outlook We remain positive on the outlook for UK and European commercial property for the following reasons: High and stable yield – Commercial property assets offer the potential for capital growth alongside a secure level of income derived from rents paid by the underlying tenants. In a low interest environment, such as …

Employee financial education

The cost of providing benefits to your employees can be significant. To ensure employees understand the options and appreciate the full value of those important benefits, we design and produce a range of financial education programmes to suit the needs of the business and employees. The critical aim is to allow your employees to make better informed decisions. The programmes …

Group pensions

Pensions are usually the first key component of any employee benefits package. Regulations require all UK Employees to automatically enrol all their qualifying employees into a suitable Qualifying Workplace Pension and make a minimum contribution. We can work with you to help you choose the most suitable pension scheme, whether this is a group personal pension or Master Trust (such …

Environmental commitment

At Holden & Partners, in additional to our ethical and sustainable approach to investments, we are also committed to minimising the impact of our business on the environment and aim to engage in positive green activities that have a lasting benefit on society. Holden & Partners are proud to be a B Corp company. Here you can access our first …

What is EST investment?

The concept of EST investment EST refers to ethical, sustainable and thematic investment. At Holden & Partners we invest for the long term, which means delivering returns that are both reliable and sustainable. A key part of uncovering investment potential is to identify the trends which are driving global change and anticipate potential opportunities, and risks, that may arise as …

Contact us

Whether it’s a question about your personal finances or how you can invest your wealth more ethically, we are here to help. Call us on 020 7812 1460, email info@holden-partners.co.uk or complete the form: