Whitechurch Ethical Investment Solutions
As concerns around ethical and sustainability issues increase more clients ask for ethical solutions which allow them to reflect their values in their investments.
Whitechurch Ethical portfolios adhere to a predefined and comprehensive set of ethical requirements which we believe will fit the needs of most investors.
Our ethical portfolios are all discretionary managed multi-asset portfolios which utilise the Whitechurch Investment team’s expertise in asset allocation.
Ethical Investments can be placed either directly with Whitechurch or via a number of wrap platforms. Please contact our Business Development Team for more information.
Whitechurch Risk Profile 5
Whitechurch Ethical investment portfolios adhere to a predefined and comprehensive set of ethical requirements which we believe will fit the needs of most investors. The range is available for investments of £3,000 upwards through to a more bespoke service for higher net worth clients.
In this short guide we will take you through how this area of investment is developing; why we think it is becoming more important and explain some of the terminology and processes used to help you decide if this is an area you would like to explore further.
Ethical, Environmental and Social Investments - Client Questionnaire, to be used in conjunction with normal client fact find in order to determine appropriate risk levels and suitability.