Portfolio Management Service
The Whitechurch Portfolio Management Service is our entry-level service which provides clients with access to a range of low-cost portfolios (AMC from 0.10% + vat) with clearly defined strategies and risk profiles. We take responsibility for actively managing, rebalancing, reporting and administrating; providing clients with a service that would otherwise be hard to achieve cost effectively for advisory portfolios under £50,000.
The service consists of five Dynamic strategies, blending active and passive funds, plus an Ethical option.
All portfolios within the Portfolio Management Service (Dynamic and Active) are available for ISA or ISA transfers, stand-alone portfolios and the minimum investment amount is £3,000 lump sum or monthly deposits of £100 per month.
The Active strategies within the Portfolio Management Service offer the following benefits:
- Active asset allocation
- A rigorous fund selection process
- Portfolio diversification
- Ongoing fund monitoring
- Portfolio invested in low-cost institutional share classes
- Access to a wider range of fund managers
- A transparent portfolio structure
All strategies cover a range of investment objectives and risk profiles that can provide a solid and fundamental base for any client’s investment portfolio.
For full details of our Portfolio Management Service, including details on fees and charges please go to our Literature Library.