ESG Advocate (Wealth Manager)
PA Wealth Partnership Awards 2023
This is the fourth year of the Portfolio Adviser Wealth Partnership Awards where a panel of experts recognise and reward those that display excellence across key elements of the UK’s wealth management sector.
Best Sustainable Investment Wealth Manager/ DFM Group
Investment Week - Sustainable Investment Awards 2023
A panel of sustainable investment experts from across the industry have judged Whitechurch to be worthy of making the shortlist for Best Sustainable Investment Wealth Manager / DFM Group at the Investment Week Sustainable Investment Awards 2023 held in London. This award has a 17-year history and are intended to honour those who have a key part to play in the evolution of sustainable investing.
Portfolio Adviser Wealth Partnership Awards 2022
Whitechurch is proud to have been shortlisted in three separate categories for the 2022 Wealth Partnership Awards held in London. The awards are designed to recognise and reward excellence across key elements of the UK’s wealth and asset management businesses. Whitechurch have been shortlisted in the following categories:
Fund Selection Team of the Year
Rising Star Individual - Dr. Daniel Say
On the night, Daniel won Rising Star in Wealth Management - the rising star category recognised individuals who had made a big impact within the industry, in a short amount of time.
Best ESG Solution for Advisers Finalist
Professional Adviser Awards 2022
Whitechurch is proud to have been listed as a finalist for Best ESG Solution for Advisers at the Professional Adviser Awards 2022 held in London. The Professional Adviser Awards, which seek to reward excellence within the financial advice community considered over 250 contenders for their awards.
Best Discretionary Wealth Manager 2021
Awarded Excellence in Ethical Investment Solutions
Whitechurch is honoured to have achieved this award. The Fund Awards employ a dedicated and extensive research, submission and judging process to ensure that every award is issued purely on merit. Research was centred around an in-depth evaluation of skills, services on offer and fund performance. The wider market reputation of each nominee was also taken into consideration, along with feedback provided from peers and industry professionals.
We are honoured to have received 5-stars in the FT Financial Adviser Services Awards rated by advisers themselves. We are grateful to work with such a great community of financial professionals that inspire us to provide the best service we can. FT adviser quoted "This year’s five-star winners have convinced advisers they have what it takes to deliver the most appropriate returns for clients."
ESG Investor of the Year Shortlisting
Business Green Leaders Awards 2021
Whitechurch is proud to have been shortlisted as ESG Investor of the Year for the Business Green Leaders Awards, celebrating the many achievements of the green economy ahead of the COP26 Climate Summit in Glasgow.
Whitechurch is now a signatory of the UNPRI. We believe that we have a duty to act in the best long-term interests of our investors and that environmental, social, and corporate governance (ESG) issues can affect the performance of investment portfolios. We also recognise that applying these Principles may better align investors with broader objectives of society.
Women in Finance Charter Signatory
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 Securities Ltd is pleased to report that 57% of its senior management is female. This remains the same as last year as a small company our senior management remains stable and changes in staff don’t occur regularly at this level. However, we are proud to announce that the number of females in our entire workforce has now increased to 54% of the entire workforce, exceeding our target of 50% female staff.
UK Sustainable Investment and Finance Association Member
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.
Defaqto 5-Star Rating
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.
Financial Vulnerability Charter Signatory
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.
Portfolio Adviser Wealth Manager Platinum Award
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.
Defensive Portfolio Investment Performance Winner
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.
Best Overall Small Firm Citywire Wealth Manager 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
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.
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.