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.
The second quarter saw a continuation of the widespread volatility witnessed in Q1. Whilst geopolitical tension around the US’ tariff policy dominated headlines early on, it was exacerbated by escalating conflict in the Middle East. Despite the volatility, any resulting market selloffs were seemingly short-lived, with the quarter being firmly net positive for risk assets....
May was another month dominated by the seemingly endless twists and turns of Trump’s tariff saga. After a spectacularly volatile April, when Trump’s ‘Liberation Day’ announcement prompted a near 10% fall in global equity markets before a series of climbdowns sparked a rally towards month end, May saw an extension of the nascent market recovery....
May was another month dominated by the seemingly endless twists and turns of Trump’s tariff saga. After a spectacularly volatile April, when Trump’s ‘Liberation Day’ announcement prompted a near 10% fall in global equity markets before a series of climbdowns sparked a rally towards month end, May saw an extension of the nascent market recovery....
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