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.
On the 2nd of April, US President Donald Trump announced sweeping import tariffs, in a move he believes will encourage consumers to buy more American-made products, increase tax receipts and lead to a huge increase in domestic investment. Whitechurch Securities' Senior Investment Analyst Daniel Say delves into how this will impact US consumers, the wider economy and how markets have responded...
On the 2nd of April, US President Donald Trump announced sweeping import tariffs, in a move he believes will encourage consumers to buy more American-made products, increase tax receipts and lead to a huge increase in domestic investment. Our Senior Investment Analyst Daniel Say delves into how this will impact US consumers, the wider economy and how markets have responded....
2025 kicked off in volatile fashion as global market movements were dominated by the scatter gun approach of the incoming Trump administration. Markets had been sensitive to the remarks of the returning President long before inauguration day, however economists were split – was tough talk on global trade policy, geopolitics and a desire to make Canada the 51st state genuine, or a bargaining chip designed to extract concessions from trading partners? ...
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