Investment Services
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We provide a range of award winning wealth management services.
We work closely with advisers to offer actively managed investment portfolios that will be administered in-house, all portfolios are constructed within the clients specified risk profile.
Whitechurch Ethical Investment Solutions
- A range of ethical solutions are available for investments of £3,000 upwards.
- From model portfolios with predefined requirements (to fit the needs of most investors); up to bespoke solutions for private individuals, charities and trusts.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.
Whitechurch Portfolio Management Service
- Available at just 0.2% fee on platform.
- Five Dynamic strategies that are low fee portfolios blending active and passive funds.
- Five Responsible Dynamic options taking into account screening for Environmental, Social and Governance metrics and will screen out key contentious areas.
- Five Active strategies, including one Active Ethical strategy
- Our entry level service (minimum investment £3,000 or £100pcm) which provides clients with access to a range of low cost portfolios (AMC from 0.10% + vat) with clearly defined strategies and risk profiles.
- Whitechurch takes responsibility for actively managing, rebalancing, reporting and administrating; providing clients with a service that would otherwise be hard to achieve cost effectively for advisory portfolios under £50,000.
- Junior ISA range available.
Whitechurch Prestige Investment Management Service
- Our bespoke service for investments of £50,000 or more.
- The adviser works closely with their clients to ascertain risk profile and return objectives and the wide range of risk levels and objectives within the PIMS service allows the adviser a greater choice of end portfolios to suit their client’s needs.
- The Whitechurch Investment team builds an optimum portfolio for the required risk and reward profile and maintains it within these parameters.
- Ethical strategies are available within this service.
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