When choosing a Wealth Manager, perhaps the most important consideration is who is looking after your money.
Whitechurch operates a team-based approach to investment management. This ensures objectivity and consistency across all client portfolios.
At the same time having a small, focused team with an emphasis on accountability, allows individuals freedom to make key investment decisions. Each investment strategy has named investment managers, with back up managers, who will be familiar with the strategy.
We are a family run business that is not influenced by external shareholders or short-term profits. We are focused on the longevity of both our investments and future of our world alike. Ethical and sustainable decisions are at the heart of our operations
Our Discretionary Management Services provide the opportunity for personal wealth to be managed, via a financial adviser, by our fully qualified investment team who will take full responsibility for the construction, active management and administration of your investment portfolio.
We offer Adviser Retirement Options to advisers wishing to retire or exit the industry. We are client centric and consider ourselves to have a different approach to large consolidators. With over 40 years’ of wealth management experience, we understand the challenges advisers face in managing their client base and the concerns they may have about what will happen to their clients when they retire or exit the industry. Our options aim to allay those concerns.
We are seeing increasing interest in Ethical and Sustainable & Responsible Investment (SRI) from clients and many advisers as well as growing media interest in such issues which both reflect and stimulate public interest. We can offer a range of ethical solutions; from model portfolios with predefined requirements (to fit the needs of most investors); up to bespoke solutions for private individuals, charities and trusts.
In a continuance of the issues seen year-to-date, May was characterised by rising inflation, interest rate hikes and ongoing supply chain issues driven by Russia’s invasion of Ukraine and China’s zero COVID policy. Despite these concerns, major markets were marginally positive in May, providing some respite from losses sustained earlier in the year....
In a continuance of the issues seen year-to-date, May was characterised by rising inflation, interest rate hikes and ongoing supply chain issues driven by Russia’s invasion of Ukraine and China’s zero COVID policy. Despite these concerns, major markets were marginally positive in May, providing some respite from losses sustained earlier in the year....
Daniel Say, Whitechurch’s in house climate change investment specialist reflects on the controversial speech by HSBC’s Global Head of Responsible Investing, which promoted views that diminish the importance of climate change and its impact on the financial industry....
We trust you have found this site of interest. We would welcome the opportunity to hear from you.
Monday: 9.00am - 5.00pm
Tuesday: 9.00am - 5.00pm
Wednesday: 9.00am - 5.00pm
Thursday: 9.00am - 5.00pm
Friday: 9.00am - 5.00pm
Saturday: CLOSED
Sunday: CLOSED