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.
Following a broadly positive yet at times erratic first half of the year, macro data released in July saw investors bet big on interest rate cut expectations. Whether economic or political, there were so many talking points throughout the month – a general softening of inflationary factors in developed markets paving the way for rather bullish flows into risk assets such as small cap equities being one of the key themes where markets were concerned. ...
Following a broadly positive yet at times erratic first half of the year, macro data released in July saw investors bet big on interest rate cut expectations. Whether economic or political, there were so many talking points throughout the month – a general softening of inflationary factors in developed markets paving the way for rather bullish flows into risk assets such as small cap equities being one of the key themes where markets were concerned. ...
Global equity markets have continued to exceed expectations, with several major developed indices reaching all-time highs during Q2. With headline inflation now largely under control in the US, UK and Europe, we are at the top of the rate cycle and thus the WSL Investment Team are cautiously optimistic on the outlook for equities moving into H2. ...
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