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Accreditations & Awards

Award Winning Wealth Management. At Whitechurch we continually pursue excellence in all our operations, and our portfolio services have been independently rated by leading industry researchers and analysts.

Our Prestige Investment Management and Portfolio Management Services are 5 Star rated by Defaqto - the UK’s leading independent researcher of financial products. The Whitechurch Investment team is highly regarded in the industry. Their generation of attractive risk-adjusted returns, even in difficult markets, has been recognised by various high-performance awards.


 

Whitechurch has made a pledge for gender balance across financial services by becoming a signatory of the HM Treasury Women in Finance Charter. We are committed to work together with HM Treasury & other signatories to build a more balanced and fair industry. Firms that sign up to this Charter are pledging to be the best businesses in the sector.

The Charter reflects the government’s aspiration to see gender balance at all levels across financial services firms. A balanced workforce is good for business – it is good for customers, for profitability and workplace culture.


 

Whitechurch is a member of the UK Sustainable Investment and Finance Association (UKSIF). UKSIF works with professionals in the financial services industry to promote sustainable and responsible finance in the UK. Our UKSIF membership is a demonstration of our commitment to offering investment solutions that support society and the environment.


 

Whitechurch has committed to the Financial Vulnerability Taskforce Charter to promote greater understanding of vulnerability, encourage appropriate behaviours and establish good practice amongst personal finance professionals in respect of people who find themselves in vulnerable circumstances.


 

2018 started off with the highest accolade at the Portfolio Adviser Wealth Manager Awards Whitechurch was awarded the Platinum Award for Best Cautious Manager.  This is particularly pleasing as it highlights the robustness of our risk management approach.


 

Amongst strong competition with multi-billion asset firms we are proud to have remained a PAM finalist in 2017; following March 2016 when we were declared the winner of the PAM Defensive Portfolio Investment Performance category. Both results are based on an exhaustive due diligence review of investment process, portfolios, fees and performance.


 

CITYWIRE AWARDS

In October 2016, Whitechurch was awarded Best Overall Small Firm for the third year running at the Citywire Wealth Manager Awards. This is one of the most prestigious awards in the UK industry, with an emphasis on consistency as well as out-and-out performance. For the second year in a row, we also won the overall award for Best Cautious Portfolio and we were shortlisted for the Best Balanced Portfolio.


“These awards are for “managers who deliver consistently great performance to their clients.” - Citywire


 

PAMWA LOGO

In February 2016,  Whitechurch achieved an unprecedented clean sweep at the Portfolio Adviser Wealth Manager Awards; winning the highest platinum award for the Best Cautious Portfolio, Best Balanced Portfolio and Best Aggressive Portfolio.


 

In addition to winning at the Citywire Wealth Manager Investment Performance Awards in 2015, Whitechurch was highly commended in the Best Wealth Manager category at the Money Marketing Awards. This put us in the unique position of being the only firm to be short-listed every year for the past nine years –winning the award on three occasions.


 

In 2014 Whitechurch received the Gold Award in the Absolute Return category and the Platinum Award in the Best Aggressive category at the Portfolio Adviser Wealth Manager Awards. In the same year we were also the Runner Up in the Best Wealth Manager category at the Money Marketing Awards; received the Citywire Best Overall Small Firm award; and were shortlisted for the Citywire Steady Growth Portfolio Award.

 

“The judges were impressed with the quality of returns across the risk spectrum, but also the transparency with which Whitechurch communicate with their clients.” - ARC 

 

This range of accolades, over the past three years, demonstrates our ability to produce consistently strong solutions to all advisers and their clients. We are committed to maintaining our high standards and award-winning performances for many years to come.

 

IMPORTANT INFORMATION

Past performance is not necessarily a guide to future performance. Investment returns cannot be guaranteed and investors may not get back the full amount they invested. This article should not be treated as a recommendation to invest. Professional advice should be sought before making any investments.