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. The range is available for investments of £3,000 upwards.
Our ethical portfolios are all discretionary managed multi-asset portfolios which utilise the Whitechurch Investment team’s expertise in asset allocation.
- The portfolios are managed by the Whitechurch Investment team with Amanda Tovey as Investment Manager and Head of SRI & Direct Equities.
- Investments can be placed either directly with Whitechurch or via a number of wrap platforms. Please contact our Business Development Team for more information.
- We use Ethical Screening* to screen funds and equities for inclusion in our ethical portfolios.
*Ethical Screening is a company dedicated to enabling the management of money according to investors' ethical values (www.ethicalscreening.co.uk).
For an in-depth version of the timeline above, along with additional Ethical Investment resources, please read our Socially Responsible Investment Guide.