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.
The portfolios are managed by the Whitechurch Investment team with Amanda Tovey as lead Investment Manager.
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).