Epworth Investment Management launches retail solution for individuals
Epworth Investment Management has launched its first ever retail solution for individuals within a Christian Ethics framework.
Epworth Investment Management, the UK investment manager dedicated to serving the needs of Churches and Charities, including the Methodist Church in Ireland, has launched its first Managed Portfolio Service (MPS), in association with Canaccord Genuity Wealth Management.
The range of five risk managed, diversified portfolios are positioned to help individual investors reach their investment goals whilst applying Christian principles to improve the lives of people and the state of our planet.
For the first time, individuals in the UK will be offered a range of income, balanced and accelerated growth portfolios with varying risk profiles, as chosen by individual investors, that invest wholly through a Christian ethical lens. These five portfolios are all designed with CPI+ objectives, aiming to beat inflation, and are powered by the Canaccord Genuity Environmental, Social and Governance (ESG), team, with oversight and governance by Epworth Investment Management.
The launch reinforces Epworth’s commitment to upholding Christian ethics in investment and highlights its ongoing approach to serve the needs, of not only, Churches and Charities, but also of individuals. In a crowded market of ethically labelled offerings, this MPS exemplifies the growing demand for investment vehicles guided by simple, relatable, and transparent ethical pillars. Though aimed at the faith-minded investor, this solution would also appeal to any investor looking for strong investment performance with moral returns.
About Epworth Investment Management
Founded in 1996, Epworth is an investment manager dedicated to serving the needs of Churches and Charities. We are stewards of our investors’ money and carefully select investments using Christian ethical criteria. Epworth manages assets of £1bn and is wholly owned by the Central Finance Board of the Methodist Church.
About Canaccord Genuity Wealth Management
Canaccord Genuity Wealth Management (CGWM) is an award-winning wealth manager and is part of the wider Canaccord Genuity group, a global investment business. Canaccord have £32.5bn Assets under Management and 734 staff in the UK.
If you think this way of investing may be of interest you should call Epworth on 020 7496 3636 or email enquiries@epworthinvestment.co.uk for further information.
https://www.epworthinvestment.co.uk/managed-portfolio-service/