Ethical Investment Solutions | Whitechurch Securities Limited | Redland, Bristol

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Ethical Investment Solutions

Our ethical portfolios are all discretionary managed multi asset portfolios which utilise the Whitechurch Investment team’s expertise in asset allocation.

The portfolios adhere to a predefined and comprehensive set of ethical requirements which we believe will fit the needs of most investors. The range is available for investments of £3,000 upwards through to a more bespoke service for higher net worth clients.

The portfolios are managed by the Whitechurch Investment team with Amanda Tovey as Senior Investment Manager and Head of SRI & Direct Equities.

We have partnered up with Ethical Screening* and established key criteria in which to screen funds and direct equities for inclusion into our ethical portfolios. The exclusion criteria includes fundamental areas of concern such non-medical animal testing, gambling, arms production, tobacco, pornography, to name a few.

*Ethical Screening: The screening of direct equities and information on ethical funds are provided by Ethical Screening, a company dedicated to enabling the management of money according to investors' ethical values (www.ethicalscreening.co.uk).