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.
"My clients' money never sleeps, it's a living item that needs daily care and attention, and Whitechurch provides this service. To be trusted by clients in providing investment advice is one of the greatest honors given to me as a Financial Adviser, and with this I need a team who is completely focused on the clients' needs and objectives; I feel Whitechurch has my clients' at the centre of every move and provides a safe pair of hands in these changing times."Mr PF - Somerset
"Our Company has over 50 years of Investment expertise, 8 years ago we realised we required the expertise of a Discretionary Investment Company, partly due to the complexity of market conditions and a more sophisticated client base. We undertook detailed research to ensure we made the right choice of Discretionary Management for our clients. We chose Whitechurch Securities Ltd and following a 5 year successful relationship with them, we would be happy to recommend their services without hesitation to any client needing discretionary investment management."Mr CM & Mr PB - Derby
“As well as providing an excellent Discretionary Fund Management risk based proposition, that fits in perfectly with our own advice model, I have found Whitechurch to be one of the most friendly, accessible and efficient companies that I have dealt with in 23 years of advising.”Mr PK - Cornwall
"I have found Whitechurch very popular with my clients and very easy to use, with excellent sales and back office support. Everyone at Whitechurch I have had contact with is not only professional and 'gets on with the job', but cheerful. It is obviously a happy office, staffed with people who not only know what they're doing, but happy to be doing it. What a refreshing change."Mr TS - Nottingham
As we have been reporting in our Quarterly Reviews, 2022 has thrown the levels of protection and diversification offered by the traditional 60:40 portfolio into the spotlight. In what might ordinarily be viewed as the safe haven asset of choice in the face of adversity, bonds all but sold off in lockstep with equities during the first six months of the year. One consideration, which arguably is not talked about much, is that, like equities, bonds had themselves enjoyed exceptionally strong long-term performance up until the end of 2021, having effectively enjoyed a 39-year bull run....
Economic data released throughout July provided further evidence that the global economy is slowing. Inflation remained front and centre, soaring to new highs despite ongoing hawkish rhetoric from central banks. Against the backdrop, and the growing threat of recession, markets increasingly moved to price in interest rate cuts from the Federal Reserve in 2023. Anticipation of a pivot to a more dovish stance was supportive of risk assets, with growth oriented stocks the major beneficiaries....
Economic data released throughout July provided further evidence that the global economy is slowing. Inflation remained front and centre, soaring to new highs despite ongoing efforts by central banks to slow the rising cost of living. Against the backdrop, and the growing threat of recession, markets increasingly moved to price in interest rate cuts from the Federal Reserve in 2023. Anticipation of a pivot to a less aggressive stance was supportive of risk assets, with growth-oriented stocks the major beneficiaries....
We trust you have found this site of interest. We would welcome the opportunity to hear from you.
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Wednesday: 9.00am - 5.00pm
Thursday: 9.00am - 5.00pm
Friday: 9.00am - 5.00pm