W8 Wealth Limited – Stewardship Code
W8 Wealth Limited (FCA number 774753) fully supports the UK Stewardship Code (“The Code”) which sets out good practice for institutional investors and investment managers when engaging with the UK listed companies in which they invest, and is intended to enhance this relationship. The Firm recognises the responsibilities that come with significant share ownership. We treat votes, and the influence these give us on behalf of our clients, as valuable assets and act accordingly in exercising them. The size of our clients' shareholding and the materiality of any issue will determine the level of engagement we undertake.
The Walker Review created seven principles to be followed by professional organisations such as ourselves. The principles are highlighted below, and we make every effort to abide by these. The Firm currently offers an advisory and managed account service only. As a firm with a relatively small size of assets under management, we are inevitably unable to influence management of our investee companies in the same way that a much larger investor can do so, however we make every effort to participate and vote on issues which could materially affect the value of one of our investments, especially during corporate actions.
- Principle 1: Institutional investors should publicly disclose their policy on how they will discharge their stewardship responsibilities disclosures
- Principle 2: Institutional investors should have a robust policy on managing conflicts of interest in relation to stewardship and this policy should be publicly disclosed
- Principle 3: Institutional investors should monitor their investee companies
- Principle 4: Institutional investors should establish clear guidelines on when and how they will escalate their activities as a method of protecting and enhancing shareholder value
- Principle 5: Institutional investors should be willing to act collectively with other investors where appropriate
- Principle 6: Institutional investors should have a clear policy on voting and disclosure of voting activity
- Principle 7: Institutional investors should report periodically on their stewardship and voting activities
The contents of this website are communicated by, and the property of, W8 Wealth Limited ("W8 Wealth") which is authorised and regulated in the UK by the Financial Conduct Authority ("FCA") under reference 774753.
Products and Services
The information contained herein is current at the date of publication, but is subject to change without notice. W8 Wealth has expressed its own views and opinions on this website, and these may change without notice. This website is not directed at you if W8 Wealth is prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use that would be contrary to local law or regulation. None of the information contained on this website is intended to constitute any offer to sell or an invitation or solicitation of an offer to buy any product or service by W8 Wealth and must not be relied upon in connection with any investment decision. Products or services mentioned on this site are subject to legal and regulatory requirements in applicable jurisdictions and may not be available in all jurisdictions. Accordingly, persons are required to inform themselves of and observe any such restrictions. Nothing in this website should be construed as investment, tax, legal or other advice.
Past performance is not necessarily a guide to future performance. The value of investments and the income of any financial instruments mentioned in the website may fall as well as rise, and investors may get back less than the amount originally invested. Fluctuations in exchange rates may have a positive or an adverse effect on the value of foreign-currency denominated securities and financial instruments. Certain investments involve an above-average degree of risk and should be seen as long-term in nature. The investment products and services described in the website may have tax consequences. Any tax reliefs referred to are those currently available and their value depends on the circumstances of the individual investor. You acknowledge that levels and bases of taxation may change, and that W8 Wealth does not provide tax advice. You should consult your own tax advisor in order to understand the tax consequences of the products and services described in the website.
Privacy and Data Protection
All information or data sent to W8 Wealth via this site, by email or in any other way connected with consulting this site will be handled in accordance with statutory and regulatory requirements. As a visitor to, or person using, this site, you hereby agree W8 Wealth and its relevant associated entities may record, retain and process any personal data that relates to you for the following purposes: the management of W8 Wealth clients, including new business prospects, management of the contractual relationship, the prevention of irregularities, generating statistics and tests and for marketing purposes for relevant financial products and services. W8 Wealth may ask you to provide your name and personal contact details if you wish to access tools and models via this site. Access to personal data gathered via this site is restricted to those persons who require this data in order to carry out their duties. You also agree that this data may be passed on to all entities associated with W8 Wealth for the same purposes or to other persons in order to comply with any statutory obligation or in the event of legal interests. You also agree with such notification should the receiving person or entity be located outside the European Union, regardless of whether an adequate level of protection can be guaranteed for personal data in the country of receipt.
The copyright and all other rights in all of the material on this website are owned by W8 Wealth or the material is included with the permission of the rights owner. The information contained in this website is intended solely for the use of the person who has accessed this information and may not be reproduced, distributed or published to any other person. You may copy material on this website for your own private or domestic use only. All other copying is prohibited.
Links to other websites
On this website you may be offered automatic links to other non- W8 Wealth websites. These links are provided only as convenience. W8 Wealth does not accept any responsibility for the content of those websites or your use or inability to use such websites, the owners of which do not necessarily have any link, commercial or otherwise, with W8 Wealth. The inclusion of any link does not imply affiliation, sponsorship, endorsement, verification or monitoring or approval by W8 Wealth of any information contained in any non- W8 Wealth website. You should also be aware that the terms and conditions of such website and the website’s statement relating to the collection and use of your personal information may be different from those applicable to your use of this website.
It is the responsibility of the individual user to consider his or her legal and regulatory position in the relevant jurisdiction, the risks associated with trading such products and to ensure that the use of the content and the subsequent making of any investment does not contravene any such restrictions or applicable laws and regulations of any jurisdiction. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific security, index, report, opinion, advice or other content. This does not exclude or restrict any duty or liability that W8 Wealth has to its clients under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system under the laws of applicable jurisdictions.
W8 Wealth, its subsidiaries, associated entities, directors, employees, representatives or suppliers will not be liable, on any grounds whatsoever, contractually or not, for any direct or indirect damage that may arise as the result of it being possible or impossible to gain access to this site, the accessing, visiting or use of this site and/or the information provided, the sending, or receiving of information via this site and/or the operation or non-operation of this site, except in the event of intentional or serious blame on its part. The information contained on this site, including any third-party data is published in good faith and W8 Wealth believes that the information is accurate at the time of publication but no representation or warranty, express or implied, is made by W8 Wealth as to its accuracy or completeness and it should not be relied on as such.
W8 Wealth shall therefore have no liability, save for any liability that W8 Wealth may have under the UK Financial Services and Markets Act 2000, for any loss or damage arising out of the use or reliance on the information provided including without limitation, any loss of profit or any other damage, direct or consequential. Nor will W8 Wealth, its subsidiaries, associated entities, directors, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may occur as the result of technical problems (e.g. transmission errors, technical failures, breakdowns, intervention of third parties, etc.) and/or for any damage or loss relating to software or hardware that is the result of any virus, defect or malfunction in relation to access or use of the site.