Welcome to King & Shaxson Asset Management

King & Shaxson Asset management has offered a distinct Ethical, ESG and Impact focused portfolio management service for individuals, trusts and charities since 2002, and is our sole focus today. We take your clients ethics and values and reflect it in their investment portfolio.

2022 Celebrating 20 years of our Ethical Investment Services. Click to Learn More

About Us

King & Shaxson Asset management (KSAM) has offered a distinct Ethical, ESG and Impact focused portfolio management service for individuals, trusts and charities since 2002, and is our sole focus today. We take your clients ethics and values and reflect it in their investment portfolio.

KSAM is personally committed to investing for positive change, and has been doing so under the leadership of Wayne Bishop since 2002. Taking an active management approach, we seek out investments which have a positive impact on people and the planet, allowing individuals to have personal investments to reflect their core beliefs and values.

King & Shaxson is a long-established City name with a history that dates back to the mid-nineteenth century. Founded as a Discount House, King & Shaxson has evolved in to a financial services company incorporating an investment firm, trading venue, treasury consultancy and asset management.

Our Services - Rewarding Your Values

Bespoke Discretionary Portfolio

The bespoke portfolio service is available to individuals, Trusts, Charities and institutional clients. This portfolio is highly personal and is tailored to each client, made possible via our extensive value-based questionnaire. Portfolios can combine multiple GIAs, ISAs, SIPPs, Trusts, or bonds (min investment £250,000). To find out more about our bespoke service, click here

Platform Model Portfolios

Our Model Portfolio Service (MPS) was launched in February 2010 and can be accessed through various platforms. We offer 7 Fund MPS, combining collective investments only, as well as a further 4 Direct Equity MPS, which combine collective investments with direct equity holdings. Our portfolios range from Defensive to Adventurous and risk data is provided by Dynamic Planner, Defaqto and Financial Express (FE). To find out more about our model portfolio service, click here

Clwb Rygbi Yr Aman (Amman United Rugby club)

King and Shaxson Corporate Social Responsibility

King and Shaxson deem social responsibility to be at the heart of the company. We conduct our business in strict accordance to the motto “Dictum meum pactum”; My word is my bond, and extend this to supporting local community and other worthwhile projects. We are currently engaged in a range of initiatives across the country, including providing various charitable donations throughout the year. The photo displayed shows a team at Brighton & Sussex University Hospital Trusts wearing the visors we were able to fund and help deliver during the covid pandemic.

The House of St Barnabas

King & Shaxson Ethical are members of The House of St Barnabus in Soho, London. Since 1862 the House has been run as a charity to help those who have experienced homelessness. The private members club exists to bring together a community of people who are invested in creating a fair and equal society, whilst breaking the cycle of homelessness through the Charities integrated Employment Academy. We look forward to inviting you to come and meet us there in the coming months. Click here to be directed to their website.

The UK Sustainable Investment and Finance Association

King & Shaxson Asset Management are members of UKSIF, a membership organisation for those in the finance industry committed to growing sustainable and responsible finance in the UK. The organisation has a vision to create a fair, inclusive and sustainable financial system that works for the benefit of society and the environment. UKSIF therefore works to support and influence policymakers, regulators, financial services trade and professional bodies and other decision-makers on sustainable finance and investment issues.