Tree

Sustainable Ethical Portfolios – 3 year anniversary

The start of November 2021 marked 3 years from when we constructed and starting monitoring the Sustainable Ethical Allocation Portfolios. So how have they performed..??

Please read our 3 year anniversary performance review.

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Complaint Resolution Service

Have you suffered a financial loss due to mismanagement of your Offshore portfolio or policy?

Our Complaints Resolution Service may be able to assist you in gaining financial compensation.

No Win = No Cost

Savings plans

A Regular Savings Plan… or A Savings Trap

Know the facts and your options BEFORE you sign up for a Contractual Savings Plan policy.

Read this article before you commit yourself to locking into what could be a very expensive, inflexible savings product…

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The Importance of Investment Timeframe

Time in the Market…… not timing the market.

It is so important that investors understand the importance of having the appropriate timeframe for achieving their financial goals & investment objectives.

Sustainable Ethical Allocation Portfolios

As part of our Portfolio Management Service we offer guidance on the management of 3 different risk controlled, diversified model portfolios.

Read our Monthly Performance Reports

Find out how the portfolios have performed


 

With interest rates at historical lows, downward pressure on dividends and equity market uncertainty ahead, investors are becoming increasingly attracted to the benefits of structured products.

 

**New**  Structured Note Investments available now

 

Barclays Climate Change ESG – 95% Capital Protected

 

Credit Agricole Tech Income Note – 8.00%p.a.

 

Goldman Sachs Prime Markets – 9.50%p.a.

 

Plus a minimum 1.00% commission rebate for clients that invest via Ethical Offshore Investments

Click here for details on our special commission rebate and details of these and other Structured Notes currently available.

Features

The latest news relating to Investments, Taxation, Retirement and Regulatory Changes.

ESG Schroder article 2

Why might ESG factors increase returns?

We focus on three ESG measures – R&D, carbon intensity and worker safety – to see to what extent they can add to investment returns, and why.

In association with Schroders…

Bitcoin v Ethereum

Huge improvements need to be made before cryptocurrencies are ethical

Cryptocurrencies hit record highs but can they survive ethical scrutiny?
Trustnet asks experts to find out.

SMT article - disrupting disease with AI

Disrupting Disease with Artificial Intelligence

Cancer, heart failure and Alzheimer’s are among the last lethal hold-outs. But medical technologies using artificial intelligence could speed up breakthroughs, as Tom Slater, joint manager of Scottish Mortgage Investment Trust explains

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Uncertainty and disruption – why the strong will get stronger

Businesses can take market share away from competitors with strong supply chain relationships.

David Beggs of Sanford DeLand Asset Management explains…..

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October 2021 Update – Sustainable Ethical Allocation Portfolios

I get Knocked Down…… but I get Up Again

The Sustainable Ethical Allocation portfolios recover from the recent sell off. Our October 2021 update is available now.

Cannabis investing

Up in smoke? The highs (and lows) of cannabis’ investment case

The decline in related cannabis stocks comes following a wave of positivity for the sector. So, has the industry already burnt out or will it find a new spark?

Crypto 2

Blockchain and NFTs: How to make sense of crypto terminology

The language to describe cryptocurrency trading is often cloaked in jargons.

This recent article may assist in getting an understanding of the common terms used……

ESG concept as environmental and social governance with business

Fund managers facing identity crisis amid rising ESG sophistication

Investment firms need to clearly define their ethical investing proposition as investors develop stronger preferences.

Speak with us to learn more about ESG & Social Responsible Investment funds

We provide ongoing professional investment management services for our global clients

Sustainable Investing using Ethical Business Practices. Let our experienced consultants speak to you about a personalised plan to:

  • Implement a flexible, personalised wealth management strategy
  • Reduce your investment costs so more of your money stays in your pocket
  • Avoid costly and inflexible structures
  • Receive personal communication from your dedicated consultant to ensure that your goals & financial objectives are being met
Ethical Offshore Investments

Request a consultation appointment.

Looking for a Financial Advisor who can guide your through the steps needed to secure your future? We are ready to help…