Whitechurch Prestige Investment Management Service 

The Whitechurch Prestige Investment Management Service offers a tailored portfolio management service for investors looking to invest a lump sum or transfer from another investment provider.

A Prestige portfolio can be held as a standalone investment and also within a wide range of tax wrappers to help minimise tax liabilities. It can be used to consolidate existing Individual Savings Account (ISA) portfolios, to invest within a Self-Invested Personal Pension (SIPP) and Offshore Investment Bonds. Please speak to your Financial Adviser regarding suitable tax wrappers.

Key points:

  • The Whitechurch Investment Team will construct a portfolio to meet your clearly defined investment goals, once your objectives and attitude to risk have been ascertained.
  • Your portfolio will be tailored to meet your objectives using a range of collective investments. This can include Unit Trusts, Open Ended Investment Companies (OEICs), Investment Trusts and Exchange Traded Products.
  • Security of assets - Investments will be held on your behalf in a ring-fenced nominee account.
  • Regular information flows - Whitechurch will provide detailed reports on your investment portfolio and access to an online portal that shows daily updates.
  • The Investment Team has access to top fund managers. This provides exposure to experts in each area of the investment process and helps the team identify emerging trends early.
  • Independence - Whitechurch has no in-house funds and is not affiliated with any other institutions.
  • The service is purely fee based. Whitechurch will receive no commissions from underlying investments.

 Interested in finding out more?

>> Click here for the latest Prestige Asset Allocation

>>Click here for the latest Prestige Performance

>> Click here for the Prestige Investment Management Service Brochure