Discretionary investment management

We are one of the UK’s most prominent Investment Manager dedicated to Ethical and Sharia compliant discretionary investment management.

Stocks on computer screen

Ethical investing

We want you to achieve financial success through positive values and good ethics. Our investment screening is designed to help keep your money away from business sectors and activities that have an adverse impact on our society. By doing that, we encourage the growth of more sustainable ways of doing business which have a positive impact on our society. We believe such investments will not only appeal to the socially responsible investors but also to people of various faiths. Adherence to these principles means that the investments offered are compatible with the teachings of the Islamic faith, therefore are Sharia compliant. 

Our Ethical Committee reviews investments to ensure they meet to our Sharia Compliance and Socially Responsible investment criteria set in our Ethical Investment Policy Statement.

Seek investments

Medical briefcase

Healthcare

Medical solutions

Innovative technology

Clean energy

Sustainable products

Education

Avoid investments

Tobacco & Alcohol

Gambling & Entertainment

Weapons

Conventional financial services

Harmful products

Human rights abuses & Exploitation

Investment philosophy

Our investment philosophy is composed of six key principles that helps us deliver value for you.

How we achieve your financial goals

1

Always keep sight of your goals and targets

  • Understand your needs, objectives, circumstances and risk profile.
  • Clear and regular communication with you as our valued client.
2

Adherence to our Ethical investment values

  • All investments must be Sharia Compliant and Socially Responsible.
  • Ethical Committee reviews investments and monitors ongoing adherence to screening criteria.

How we invest your money

3

Entrepreneurial approach to investing

  • We focus on investment fundamentals – a great business model supported by capable management team, in a growing industry and good value.
  • We take a long term view.
4

Team based approach to investment decision-making

  • Our investment team determines the investment strategy and portfolio composition.
  • Our Investment Committee reviews the performance and composition of investments portfolios.

How we manage your money

5

Active management

  • Consistently monitor investments and make necessary changes in line with investment strategy.
  • Monitor changing market trends, emerging risks and new opportunities.
6

Prudent risk management

  • Adherence to our investment process, which demands rigorous investment due diligence to minimise risk.
  • Investment diversification, where suitable.

Private clients

We are one of UK’s most prominent Investment Manager dedicated to Ethical and Sharia compliant investment management. Our discretionary investment management service suits those who wish to give us the discretion to select and manage investments based on their investment objectives and risk profile. Our Investment Manager would make day to day investment decisions on behalf of clients and will actively monitor the portfolio. Our investment portfolios consist of a diversified range of selected funds, ETFs and direct equities that we believe helps achieve optimum results based on a given risk profile.

Our discretionary investment management service includes the following service options:

Collectives managed portfolio service

Offers 5 different portfolios with varying risk profiles. Your money is invested in a suitable portfolio consisting of funds and ETFs.

Comprehensive managed portfolio service

Offers 3 different portfolios with varying risk profiles. Your money is invested in a suitable portfolio consisting of funds, ETFs and direct UK equities.

Bespoke managed portfolio service

Offers a bespoke portfolio based on your requirements, consisting of both collectives and direct equities.

The availability of above service options are based upon the value of the assets we are asked to manage and your investment requirements. We will discuss this with you and agree the specific level of service suitable for you, depending upon your circumstances and requirements.

Our bespoke discretionary investment management service is for affluent and HNW clients. The nature and composition of bespoke portfolio will depend on your requirements. We offer bespoke investment strategies, including the following:

  • UK direct equities portfolio
  • Equities portfolio based on company size i.e. mid-cap, small-cap
  • Sector-specific or region specific portfolio
  • High yield income portfolio
  • AIM portfolio

For more information on how we can help in this area, please contact us.

Financial advisors

As the appointed Investment Manager of your clients, we select and actively manage your clients investment portfolio to help achieve their investment goals. Our managed portfolios are available to intermediaries, including IFA’s, Wealth Managers and other Adviser’s to help support the relationship between you and your clients. Our investment portfolios consist of a diversified range of selected funds, ETFs and direct equities that we believe helps achieve optimum results based on a given risk profile.

Our discretionary investment management service includes the following service options:

Collectives managed portfolio service

Offers 5 different portfolios with varying risk profiles. Your money is invested in a suitable portfolio consisting of funds and ETFs.

Comprehensive managed portfolio service

Offers 3 different portfolios with varying risk profiles. Your money is invested in a suitable portfolio consisting of funds, ETFs and direct UK equities.

Bespoke managed portfolio service

Offers a bespoke portfolio based on your requirements, consisting of both collectives and direct equities.

For more information on how we can help in this area, please contact us.

Lawyers, Deputies and Accountants

We believe in offering comprehensive client service and hence work alongside and in partnership with other professionals. Many professional services firms including accountants, tax advisers, solicitors, financial advisers, insurance and mortgage brokers seek to offer a complete client service. At Simply Ethical, we help our professional partners enhance their service proposition with inclusion of new and complementary client services.

We work with a variety of partners including banks, advisory firms, accountancy firms, law firms and others. Our emphasis is on developing a long term relationship with our clients and partners alike. We fully appreciate the value of client relationship and provide all referred clients with the highest level of service.

We can offer your clients help in the following areas:

Tier 1 investor visa

If you are dealing with a high net worth client seeking to invest in the UK, under the Tier 1 Investor visa, we can advise your client and manage a qualifying investment portfolio to reflect their values, objectives, risk tolerance and investment experience.

Court of protection and personal injury

We manage investments for individuals who been awarded settlements in relation to personal injury or clinical negligence, as well as those who come under the control of the Court of Protection.

Investment and pension planning

We offer financial advice on many financial aspects, including investment planning, ISAs, retirement planning, pension reviews and consolidation, personal pensions, and SIPPs amongst other areas of service.

For more information on how we can help in this area, please contact us.

Speak to our team

You can book an appointment with the below members of our team. Please click on the ‘Book a call’ button on a team member to schedule the appointment.

Faizal Karbani

Faizal Karbani

Founder & CEO
QUALIFICATIONS
BSc (Hons), DipPFS
EXPERIENCE
20+ years
ABOUT ME
Islamic Finance expert, Award Winner, Author, Qualified Financial Advisor, Chartered Accountant, Speaker, IFQ Trainer and more…
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Wasim Khan

Wasim Khan

Director & Financial Adviser
QUALIFICATIONS
MA, BA (Hons), Chartered MSCI, DipPFS
EXPERIENCE
10+ years
ABOUT ME
Advise clients, manage investments, heads up company strategy, proposition development, compliance and much more
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