Investment Management

You may benefit from our discretionary investment management services.

This allows our investment management team to monitor your portfolio on a continual basis. They will ensure that the asset allocation and the underlying investments in your portfolio remain appropriate to meet your requirements and to match your attitude to risk.

Our client portfolios typically use up to 30 “best of breed” fund managers. We have hundreds of fund manager meetings every year and use sophisticated technology to ensure that the funds our clients hold are those that we believe are best equipped to do well. We also monitor how funds complement each other so that the funds we hold work together rather than duplicating exposure, and risk, to a certain investment style or sector.

Our discretionary approach means we can offer free advice on everything from property finance to pensions and foreign investments.

Socially Responsible Investing

Socially Responsible Investment (SRI) considers the ethical, social and environmental performance of companies, as well as their financial potential.

The terms Socially Responsible Investment, ethical investment, environmental investment, green investment and sustainable investment are often used. Whilst each reflects a different emphasis, the basic concept remains the same and they can be used interchangeably.

Social responsibility has become a major issue for companies and institutions. Even multinational companies that once thought they were too powerful to worry about such issues, have had to re-evaluate their position. Failing to run a business without a policy of social responsibility is now regarded as risky and unsustainable, and shareholders are the first to question large and unquantifiable risks and poor environmental policy.

British Insurance and Pensions employ some of the leading Socially Responsible advisers in the UK (and EEC) . Whatever your ethical preferences we are able to tailor your finances to meet these while also providing you with the best chance to meet your financial objectives.

+ 0845 555 4545

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Investment Management