Discretionary Management Services | Whitechurch Securities Limited | Redland, Bristol

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Discretionary Management Services

Through the Whitechurch Discretionary Management Service, it is our aim to offer the opportunity for private investors to place their monies in the hands of professional investment managers who will, for a fee, take full responsibility in the construction and active management of an investment portfolio.

Whitechurch Securities Ltd has been managing money on a discretionary basis for over 20 years. In order to maximise risk adjusted returns for clients it is essential to demonstrate a robust and consistent investment process. Ensuring that clients receive a suitable investment proposition from a risk /return perspective is the key driver for our investment process and our focus is on research driven long-term investing.

We provide three clearly defined discretionary management services -
and Ethical Investment Solutions through each service*.

Whitechurch Prestige Investment Management Service

This service provides an investor with a portfolio tailored towards their individual risk/return profile – minimum investment £50,000. The underlying portfolios will follow a multi-asset approach and invest in collective investments.

Whitechurch Direct Equity Combined Portfolio Service

This service offers a discretionary managed portfolio focused upon investing directly in UK shares. Whitechurch offer three model portfolios with a minimum of £50,000 and personally tailored options (where UK equities are diversified with other areas to provide a multi-asset portfolio) for investors with over £200,000 to invest.

All portfolios can be held as a stand-alone investment and also within an ISA or Self Invested Personal Pension (SIPP) wrapper to help minimise tax liabilities.

Whitechurch Portfolio Management Service

This provides access to discretionary management for clients with modest sums to invest – minimum £3,000 or £250 per month. The service offers a choice of nine risk profiled strategies that cover a wide spectrum of investment objectives.

Whitechurch Ethical Investment Solutions

Our ethical portfolios are discretionary managed multi asset portfolios which adhere to a predefined and comprehensive set of ethical requirements. The range is available through the above services (*with the exception of Direct Equity Portfolios) for investments of £3,000 upwards through to a more bespoke service for higher net worth clients.