Investment Management Services

Why invest?

When you invest your wealth, you can protect its spending power against the impact of inflation and also grow its value. It’s best approached as a long-term process, which requires patience and the commitment to stay invested when markets fall, as they inevitably will from time to time.

We believe in the value of active management and a diversified approach incorporating multiple asset classes, regions and strategies. Our investment framework brings together our outlook for the global economy with expertise in asset allocation, investment selection and portfolio construction.

You can access our investment process and expertise in a way that suits you. Many people choose our discretionary management service, where we construct and then manage a portfolio on your behalf. Those with the time and confidence to make their own investment decisions prefer our advisory or execution only services. Whichever route is right for you, you’ll have direct contact with the people responsible for managing investments and providing advice.

Investing successfully today requires foresight to navigate the risks as well as imagination to seek out new opportunities in the global markets.

Economic scenario

Consider expectations for investment returns as market conditions change.

Valuation

Favour assets with good fundamentals that are cheap and avoid those that are expensive

Momentum

Acknowledge and exploit market behaviour by buying assets that are rising in value and avoiding/selling those that are falling.

Sentiment

Buy assets when investors are pessimistic and reduce exposure when investors are optimistic.

Discretionary

Discretionary

You may wish to delegate investment decisions to our experts, either because you do not have the time, or the immediate access to market information to make timely investment decisions. Perhaps you simply prefer to entrust an investment professional with your financial assets.

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Advisory

Advisory

You make the final decision on your investments with advice provided by our Investment Management experts. We provide you with the expert investment knowledge you need to make informed portfolio decisions, allowing you to stay in control of your investments.

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Execution Only

Execution Only

Invest directly in the markets with no investment advice provided by our experts. You are passionate about making your own investment decisions and simply require a platform to execute orders.

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Responsible Investing

Responsible investing

At SG Kleinwort Hambros, we aim to demystify responsible investing, while combining the strengths of conventional approaches. We integrate ESG criteria into our investment process and portfolio management.

We limit exposure to companies in the following categories and/or involved in the following controversial activities outlined in the SGKH Exclusions document, as detailed in this link. The key controversial sectors we limit exposure to are listed below. We also exclude companies with a MSCI ESG rating of CCC.

MSCI Very Severe Controversy (Red Flag)

Thermal Coal

Gambling

Companies in breach of UN's Global Compact Principles^**

Palm Oil

Adult Entertainment

Tobacco

Controversial Weapons^*

Unconventional Oil & Gas and Pure Players^***

Companies with an MSCI ESG Rating of CCC^****

*Companies with any ties to cluster munitions, landmines, biological or chemical weapons, depleted uranium weapons, blinding laser weapons, incendiary weapons, non-detectable fragments and nuclear weapons (outside the Treaty on the Non-Proliferation of Nuclear Weapons).
**The UN Global Compact is a call to companies to align their strategies and operations with ten universal principles related to human rights, labour, environment and anti-corruption, and take actions that advance societal goals and the implementation of the Sustainable Development Goals.
***Companies with ≥90% revenues from conventional oil and gas production and exploration.
****A company with a MSCI ESG rating of CCC is a company lagging its industry based on its high exposure and failure to manage significant ESG risks.

We integrate ESG into our fund selection process.

Proprietary ESG Scorecard: A proprietary ESG scorecard helps us rank the funds on a number of factors such as % of holdings in MSCI Very Severe Controversy (Red Flag) companies, Weighted Average Carbon Intensity, Sustainable Impact % and several others. We only include funds with BB rating or higher.

alternative MSCI is a company which has 40+ years of experience analysing data from thousands of sources. MSCI ESG Rating is designed to measure a company’s resilience to long-term, industry material environmental, social and governance (ESG) risks.