Investment Management

Our award winning services provide you with the opportunity to place your monies in the hands of professional investment managers.

We deliver investment services in the form of Discretionary Investment Management Services. This is particularly suitable for those who do not wish, or have the time or expertise, to look after their investments on a day to day basis. 

The emphasis of this in-house service is to add value through providing you with investment portfolios that are driven by high quality research, sophisticated risk management and efficient administration.

The Whitechurch investment management team work with financial advisers to provide this service, which is tailored to individual client requirements. They will take full responsibility for the construction, active management and administration of your investment portfolios.

The team is highly regarded in the industry. They are regularly approached by national journalists for their views and comments on investment products and markets; and their risk adjusted investment performances have been recognised by leading industry researchers, analysts; and various high performance awards.

Please Contact Us for further information about this service, including fees and investment criteria such as Ethical Investments.