When choosing a Wealth Manager, perhaps the most important consideration is who is looking after your money.
Whitechurch operates a team-based approach to investment management. This ensures objectivity and consistency across all client portfolios.
At the same time having a small, focused team with an emphasis on accountability, allows individuals freedom to make key investment decisions. Each investment strategy has named investment managers, with back up managers, who will be familiar with the strategy.
The investment team has won a wide breadth of leading industry awards. See details on our Awards page.
The expert views of our investment managers are regularly sought by the national and specialist financial press. For our latest views go to In The Press.
Jonathan joined Whitechurch Securities in 2011 from Brewin Dolphin. Jonathan’s responsibilities include qualitative and quantitative investment research and fund selection, as well as risk management of DFM portfolios.Read more »