When choosing a Wealth Manager, perhaps the most important consideration is who is looking after your money.
Whitechurch operates a team-based approach to investment management. This ensures objectivity and consistency across all client portfolios.
At the same time having a small, focused team with an emphasis on accountability, allows individuals freedom to make key investment decisions. Each investment strategy has named investment managers, with back up managers, who will be familiar with the strategy.
Our Discretionary Management Services provide the opportunity for personal wealth to be managed, via a financial adviser, by our fully qualified investment team who will take full responsibility for the construction, active management and administration of your investment portfolio.
We offer Adviser Retirement Options to advisers wishing to retire or exit the industry. We are client centric and consider ourselves to have a different approach to large consolidators. With over 30 years’ of wealth management experience, we understand the challenges advisers face in managing their client base and the concerns they may have about what will happen to their clients when they retire or exit the industry. Our options aim to allay those concerns.
We are seeing increasing interest in Ethical and Sustainable & Responsible Investment (SRI) from clients and many advisers as well as growing media interest in such issues which both reflect and stimulate public interest. We can offer a range of ethical solutions; from model portfolios with predefined requirements (to fit the needs of most investors); up to bespoke solutions for private individuals, charities and trusts.
Welcome to the Whitechurch quarterly investment review. This review covers the key factors that have influenced investment markets over the past quarter and the Whitechurch Investment Team’s current views and broad strategies being employed....
DFM’s are professional investment managers that build a portfolio of investment funds, usually from across the market. We explore what this means for you and how a DFM can help with your investment objectives....
Welcome to the Whitechurch quarterly investment review. This review covers the key factors that have influenced investment markets over the past quarter and the Whitechurch Investment Team’s current views and broad strategies being employed....
We trust you have found this site of interest. We would welcome the opportunity to hear from you.
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Wednesday: 9.00am - 5.00pm
Thursday: 9.00am - 5.00pm
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Thursday 24th December: 9.00am - 12.30pm
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