When choosing a Wealth Manager, perhaps the most important consideration is who is looking after your money.
Whitechurch Securities Limited was formed in 1982 and the company has since grown into one of the most highly regarded wealth management boutiques in the country. Whitechurch has a well-respected Investment Management Team and an efficient and helpful Administration Department based at the Bristol head office.
Whitechurch specialises in wealth management, providing investment solutions tailored to your individual requirements. The benefits of having your investments professionally managed on a day to day basis is to enhance returns and provide peace of mind that your portfolio is tailored to your personal objectives and risk profile.
The emphasis of our Wealth Management Services is to provide you with investment portfolios that are driven by high quality investment research, sophisticated risk management and efficient administration.
Our Discretionary Management Services provide the opportunity for personal wealth to be managed, via a financial adviser, by our fully qualified investment team who will take full responsibility for the construction, active management and administration of your investment portfolio.
Whitechurch operates a team-based approach to investment management. This ensures objectivity and consistency across all client portfolios. At the same time having a small, focused team with an emphasis on accountability, allows individuals freedom to make key investment decisions. Each investment strategy has named investment managers, with back up managers, who will be familiar with the strategy.
We are seeing increasing interest in Ethical and Sustainable & Responsible Investment (SRI) from clients and many advisers as well as growing media interest in such issues which both reflect and stimulate public interest. 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.
November was dominated by US politics and the re-election of Donald Trump who, when he returns to the White House in January, will become only the second US president after Grover Cleveland to sit two non-consecutive presidential terms. As well as claiming the presidency, Trump’s Republican Party retained power in the House of Representatives whilst also claiming a majority in the Senate – the so-called ‘Republican sweep’ potentially gives the new President greater power to push through his political agenda, at least until the mid-term elections in 2026....
November was dominated by US politics and the re-election of Donald Trump who, when he returns to the White House in January, will become only the second US president after Grover Cleveland to sit two non-consecutive presidential terms. As well as claiming the presidency, Trump’s Republican Party retained power in the House of Representatives whilst also claiming a majority in the Senate – the so-called ‘Republican sweep’ potentially gives the new President greater power to push through his political agenda, at least until the mid-term elections in 2026....
October saw a continuation of the volatility witnessed in Q3, as uncertainty surrounding the trajectory of inflation and interest rate policy in the US ramped up. There were low single-digit losses for many major asset classes, with risk assets chief among those giving up some of their year-to-date gains. That said, sterling returns of overseas markets fared better as a result of currency movements throughout the month....
We trust you have found this site of interest. We would welcome the opportunity to hear from you.
Standard Opening Hours:
Monday: 9.00am - 5.00pm
Tuesday: 9.00am - 5.00pm
Wednesday: 9.00am - 5.00pm
Thursday: 9.00am - 5.00pm
Friday: 9.00am - 5.00pm
Saturday: CLOSED
Sunday: CLOSED