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. From our head office in Bristol, we place great emphasis on providing a truly personal and professional wealth management service to advisers and their clients across the UK and abroad.
Whitechurch Securities awarded Best Overall Small Firm
Gavin Haynes, managing director... The £481m Ecofin Water & Power Opportunities trust is a good recovery opportunity
Gavin Haynes, managing director... Whitechurch Securities believes Chinese equities merit inclusion in investors’ portfolios – provided they take a long-term view and accept the roller-coaster nature of the Chinese stock market.
[Gavin] Haynes believes it is a stockpickers’ market, favouring managers such as Richard Pease at Crux, who looks at individual companies rather than countries. He adds: “Pease is not obsessed with the economy, or QE or interest rates, but is looking for good quality businesses.”
Gavin Haynes, managing director at Whitechurch Securities, says:
You have built up a large portfolio over time including many good quality names in the investment trust world and a spread of investments that is diversified across global stock markets.
Gavin Haynes, managing director... We have no prejudice between open- and closed-ended funds and look for best of breed across both areas when selecting asset classes and individual markets.
Gavin Haynes, managing director at Whitechurch Securities, matches up two medical heavyweights – Axa Framlington Biotech and Polar Capital Healthcare Opportunities.
Gavin Haynes, managing director of Whitechurch Securities, says he believes in the investing adage 'time over timing'.
The importance of a long-term approach to investing is hard to overstate. 'Market fluctuations are a feature of investing,' says Gavin Haynes, managing director at wealth manager Whitechurch Securities.
Gavin Haynes, managing director at Whitechurch Securities, said: "Investors would perhaps like to see something a bit more explicit about how the discount will be managed."
Gavin Haynes, managing director at Whitechurch Securities, said he thought UK regulators should consider taking similar action.
Gavin Haynes, Whitechurch Securities’ managing director, reacted to the new launches.
“We rate Martin Lau and the team at First State Stewart Asia highly and the Asia Focus, with a wide remit, will certainly be a fund to watch.”
Gavin Haynes, managing director of Bristol-based financial adviser Whitechurch Securities, says: ‘The fund, with its commitment to paying monthly income, is attractive for income seekers.’
Gavin Haynes, managing director at Whitechurch Securities comments on selected portfolios to suit several different regular investment profiles.
There is plenty to choose from on the stockmarket but which funds can you rely on to offer consistent returns? Here are our experts' picks.
Gavin Haynes, managing director at discretionary asset manager Whitechurch Securities highlights Argonaut European Enhanced Income which is managed by Oliver Russ.
In this increasingly digital age, we asked wealth managers what investments they have been making in their business.
Mr Haynes [Managing Director of Whitechurch Securities] said the Hermes fund was on his “watch list”. “I like it because the manager has a wealth of experience, having invested in the emerging markets for 20 years,” he said.
Gavin Haynes, managing director at Whitechurch Securities, added: “September seems premature given the amount the uncertainty and the extent of the slowdown in China, and it is very unlikely that the Fed will want to make a move – a rate rise this early could prove dangerous and might derail the US economy.”
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.
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.