A Prestige portfolio can be held as a standalone investment and also within a wide range of tax wrappers to help minimise tax liabilities. It can be used to consolidate existing Individual Savings Account (ISA) portfolios, to invest within a Self-Invested Personal Pension (SIPP) and Offshore Investment Bonds. Please speak to your Financial Adviser regarding suitable tax wrappers.

Key points:

• The Whitechurch Investment Team will construct a portfolio to meet your clearly defined investment goals, once your objectives and attitude to risk have been ascertained.

• Your portfolio will be tailored to meet your objectives using a range of collective investments. This can include Unit Trusts, Open Ended Investment Companies (OEICs), Investment Trusts and Exchange Traded Products.

• Security of assets - Investments will be held on your behalf in a ring-fenced nominee account.

• Regular information flows - Whitechurch will provide detailed reports on your investment portfolio and access to an online portal that shows daily updates.

• The Investment Team has access to top fund managers. This provides exposure to experts in each area of the investment process and helps the team identify emerging trends early.

• Independence - Whitechurch has no in-house funds and is not affiliated with any other institutions.

• The service is purely fee based. Whitechurch will receive no commissions from underlying investments.

Interested in finding out more?

Brochure

>> Click here for the Prestige Investment Management Service Brochure

Performance

>>Click here for the latest Prestige Monthly Performance Update

>>Click here for the latest Prestige Quarterly Performance

>> Click here for the latest Prestige Asset Allocation

>>Click here for the latest Prestige Factsheets