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Stewardship framework

Wildex Investment is committed to the guidance laid out in a stewardship framework that seek to identify investment opportunities whose long-term shareholder value is deeply ingrained into an underlying ethos.

We remain committed to securing the best interests of our clients and thereby insist that the companies, funds and alternative vehicles in which we invest follow a likeminded series of corporate governance practices. The foundation of our stewardship commitment is conceptualized by taking an active approach to the ownership of investment securities.

Conflicts of interest

As an independently managed firm, Wildex Investment Limited is not responsible to, no tied, to a higher power or parent company. We view our independence as our advantage as we operate with the freedom to deliver bespoke finial services to align with individual client wishes. Our impartial advice is free from the conflicts of interest typically associated with larger investment houses and high street institutions.

Core stewardship principles

Materiality Stewardship

Materiality

In recognizing that poor corporate governance and stewardship presents material risks which can lead to operational performance and company valuation disparities.

Addressing the materiality component ensures that the best interests of corporate management, shareholders and other stakeholders remain central to the efficient execution of strategy.

Voting Stewardship

Active voting

The consideration of proxy voting schedules can have a profound effect on the sustainability of our internal investment processes. By means of proxy, our voting rights maintain our beliefs in a particular investment as we seek to ensure that corporate management and their practices conform with our own beliefs.

Utilizing independent and impartial advice from external sources we are able to build upon established best practices across management boards where our invested position warrants a credible stance on behalf of our clients.

Transparency Stewardship

Transparency

We believe that our transparent business practices form the backbone of the trust we gain and maintain from our globally dynamic client base.

We work tirelessly to perform in line with client expectations and deliver custom reports on performance management and associated fee structuring.

Client Experience
Client Investment Experience
What to Expect

The Client Experience

A best-in-class investment experience based on performance and service standards.

Contact Wildex Investment

For more information on the services we offer, and how we can help you to manage your financial responsibilities, contact us to speak with a qualified adviser today.

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