Ethical Investment Solutions
Our ethical portfolios are all discretionary managed multi-asset portfolios which utilise the Whitechurch Investment team’s expertise in asset allocation.
We can offer a range of ethical solutions; from model portfolios with predefined requirements (to fit the needs of most investors); up to bespoke solutions for private individuals, charities and trusts. The range is available for investments of £3,000 upwards.
Please click the links below for our Ethical literature:
Investments can be placed either directly with Whitechurch or via a number of wrap platforms.
Please contact our Business Development Team for more information.
Our Literature Library has full details of the service, including the criteria, fees and portfolio performance.
Our Ethical Investment Commentary includes News & Insight on Ethical / Socially Responsible Investing.
Click here to Request further information regarding Whitechurch Ethical Investment Solutions.
The portfolios are managed by the Whitechurch Investment team with Amanda Tovey as Senior Investment Manager and Head of SRI & Direct Equities.
We partnered up with Ethical Screening* and established key criteria on which to screen funds and direct equities for inclusion in our ethical portfolios. The exclusion criteria include fundamental areas of concern such as non-medical animal testing, gambling, arms production, tobacco, pornography, to name a few.
*Ethical Screening is a company dedicated to enabling the management of money according to investors' ethical values (www.ethicalscreening.co.uk).
If you would like further information about our Ethical Investment Solutions, please contact our Business Development Team at email@example.com or call 0117 916 6175