Direct Equity Services

For a minimum investment of £50,000 you can gain access to a standalone discretionary managed portfolio of UK shares. The Direct Equity service invests in a portfolio of 15-25 shares listed on the London Stock Exchange. The shares in which the portfolio is invested will be dependent upon a client’s chosen investment objective.

We offer three investment objectives - Yield, Income & Growth and Growth. The portfolios bear a risk level of 7 out of 10. As they are invested wholly in the stockmarket they are only suitable for investors with an above average risk tolerance. See details of each strategy below.

For full details of the Whitechurch Direct Equity Services, including details of fees and charges please see the brochure in the link below.

 Interested in finding out more?

>> Click here for the Direct Equity Service Brochure

>> Click here for the latest Direct Equity Service Factsheets