Whitechurch Ethical Investment Solutions | Whitechurch Securities Limited | Redland, Bristol

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Whitechurch Ethical Investment Solutions

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

Whitechurch Ethical investment 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.

  • For full details of our Ethical Investment Solutions, including details on fees and charges please go to the Literature Library.

  • Ethical Investment Commentary provided by the Whitechurch Investment Team.
  • Click here to request further information regarding Whitechurch Ethical Investment Solutions.

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).