Established in 1982, Whitechurch Securities is a highly regarded Wealth Management Boutique.
Driven by our award-winning investment team, efficient and helpful administration and a team of highly experienced investment consultants. We place great emphasis on providing a truly personal and professional wealth management service from our office in Bristol.
Boosting your Income
Gavin Haynes, managing director, Whitechurch Securities says: The portfolio is a higher-risk equity-dominated strategy with a spread of investment trusts with an objective focused towards capital growth.
Whitechurch Securities managing director Gavin Haynes said: “I’d be a bit nervous of new products. In this sector, more so than any others, these funds need to have a proven track record. People need to look at each strategy very closely.”
The pound also rallied strongly, while yields of UK government bonds fell, indicating a vote of confidence in the UK economy, according to Gavin Haynes, managing director of Whitechurch Securities.
Whitechurch Securities managing director Gavin Haynes believes the recent rally in the oil price has provided some relief.
Gavin Haynes, investment director at Whitechurch Securities, agrees that the investment trust structure can be advantageous for smaller companies managers: 'When you are investing at the smaller end, liquidity is one of the key issues.
In this environment, Gavin Haynes, investment director at Whitechurch Securities, believes smaller company funds could return to favour.
Whitechurch Securities MD Gavin Haynes said Smith’s options are limited by the small number of stocks in which he is able to invest.
Gavin Haynes, argues that the technology sector is very different from the embryonic one of the late 1990s – when listed firms traded on skyhigh valuations despite making no profits.
Gavin Haynes, Whitechurch Securities managing director, added: “With equity markets reaching new peaks, there is also profit-taking, and investors are taking money out of risk assets following an extended rally.”
Whitechurch's stock market exposure will continue to have a material weighting to the UK but this will be complemented by overseas exposure.
Fellow judge Gavin Haynes, managing director of Whitechurch Securities, adds: "This is a good choice for true active management in UK equities and performance has been impressive."
Gavin Haines, managing director at Whitechurch Securities, said: “We are tactically overweight equities and that is a position we are keeping.”
Gavin Haynes comments in Trustnet Magazine's Stock Picks.
The number of companies listed on the FTSE World index yielding more than 3% has risen from 5% 15 years ago to almost 30% today, according to Gavin Haynes, managing director of Whitechurch Securities.
Ben Willis, head of research at Whitechurch Securities, said markets such as Japan and Europe had been attracting investors both through the impact of quantitative easing (QE) and through their low relative valuation compared to other markets.
Ben Willis, a financial adviser at Whitechurch Securities, says that a good starting point is to look at either "managed distribution" or "cautious managed" funds, such as Henderson Cautious Managed.
Gavin Haynes, Managing Director at Whitechurch Securities gives his view at City Wire.
These managers are “refreshingly different” among income funds because they hunt for out-of-favour stocks, said Ben Willis, a fund analyst at the wealth manager Whitechurch Securities.
Ben Willis of wealth manager Whitechurch Securities suggests: Baring German Growth
Gavin Haynes gives his view at City Wire.
Gavin Haynes, investment director at Whitechurch Securities, points out: 'Commodity ETFs do not simply track the price up and down. There are complexities in the way they are structured that investors need to be aware of.'
“We’ve always seen this fund very much as a second-string offering for Simon Somerville who is very much as an out-and-out Japanese fund manager,” says Gavin Haynes, investment director at Whitechurch Securities.
Gavin Haynes, Managing Director at Whitechurch Securities comments in This Is Money.
Gavin Haynes, Managing Director of Whitechurch Securities comments in FT Adviser.
I have found Whitechurch very popular with my clients and very easy to use, with excellent sales and back office support. Everyone at Whitechurch I have had contact with is not only professional and 'gets on with the job', but cheerful. It is obviously a happy office, staffed with people who not only know what they're doing, but happy to be doing it. What a refreshing change.