Discretionary Management Services
Through the Whitechurch Discretionary Management Service, it is our aim to offer the opportunity for private investors to place their monies in the hands of professional investment managers who will, for a fee, take full responsibility in the construction and active management of an investment portfolio.
Whitechurch Securities Ltd has been in business for 40 years and managing money on a discretionary basis. In order to maximise risk adjusted returns for clients, it is essential to demonstrate a robust and consistent investment process. Ensuring that clients receive a suitable investment proposition from a risk/return perspective is the key driver for our investment process and our focus is on research driven long-term investing.
We provide clearly defined discretionary management services - and Ethical Investment Solutions through each service*.
We are focused on the longevity of both our investments and future of our world alike. Ethical and sustainable decisions are at the heart of our operations and we are passionate about sustainable investments that allow your clients to invest their money in companies that carry out positive actions for the environment and society, avoid contentious areas of investment and provide competitive returns. We are proud signatories of the UN Principles for Responsible Investment, Financial Task Force Vulnerability Charter, Women in Finance Charter and members of the UK Sustainable Investment and Finance Association.
Whitechurch Ethical Investment Solutions |
Our ethical portfolios are discretionary managed multi asset portfolios which adhere to a predefined and comprehensive set of ethical requirements. The range is available through the above services (*with the exception of Direct Equity Portfolios) for investments of £3,000 upwards FIND OUT MORE |
Whitechurch Portfolio Management Service |
This provides access to discretionary management for clients with modest sums to invest – minimum £3,000 or £250 per month. The service offers a choice of nine risk profiled strategies that cover a wide spectrum of investment objectives. FIND OUT MORE |
Whitechurch Prestige Investment Management Service |
This service provides an investor with a portfolio tailored towards their individual risk/return profile – minimum investment £50,000. The underlying portfolios will follow a multi-asset approach and invest in collective investments. FIND OUT MORE |
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