Direct Equity Services | Whitechurch Securities Limited | Redland, Bristol

Services Block

Direct Equity Services

Working with Financial Advisers to create tailored investment solutions

Whitechurch Direct Equity Services provide the opportunity for investors to hold actively managed portfolios of UK shares – managed by the Whitechurch Investment Team.

How It Works

Working in partnership with Financial Advisers we offer two ways in which to invest into Direct Equities.
 

Combined Portfolio

For a minimum investment of £80,000, this is a multi-asset portfolio that provides exposure UK Direct Equities and a range of funds in other asset classes. The portfolio blends UK shares with a range of collective instruments, including Overseas shares, Bonds, Alternatives and Property funds. These different asset classes offer diverse characteristics that in turn provide differing levels of risk and potential performance, dependent upon a client’s risk return profile. 
 

Direct Equity Portfolio

For clients with a higher risk objective they can invest a minimum of £50,000 into a standalone Direct Equity Portfolio. 

Portfolios consist of 15-25 shares listed on the London Stock Exchange. The selected shares will be dependent upon a client’s chosen investment objective. We offer three objectives for the direct equity portfolio service:

  • Yield Portfolio

  • Growth Portfolio

  • Income and Growth Portfolio

These portfolios are invested wholly in the stockmarket, hence they are only suitable for investors with an above average risk tolerance. They can be used as standalone investments or as the direct equity content for a UK allocation within a Personally Tailored portfolio, combined with collective investments to meet the clients risk and objective requirements.

 

For full details of the Whitechurch Direct Equity Services, including details of fees and charges please see the brochure in the Literature Library.