whitechurch securities range of passive portfolios

Whitechurch Securities is to launch discretionary managed portfolios that, for the first time for the Bristol-based business, include passive vehicles.

whitechurch securities range of passive portfolios


The firm has been working with Distribution Technology and will launch three new model portfolios next month.

The Defensive portfolio will be a combination of active and passive funds, with its Passive Balanced and Passive Growth portfolios being made up of entirely passive vehicles. They will be risk-rated by Distribution Technology as 3/10, 5/10 and 7/10 respectively.

The three will be included within the firm’s Portfolio Management Service available solely through IFAs.

Gavin Haynes, managing director at Whitechurch Securities, commented: “This is a new direction for Whitechurch and provides low-cost access to our dynamic asset allocation approach. These strategies will provide advisers with an added option on how to invest their clients’ money under our discretionary management service.”

The minimum investment is £3,000, or £250 per month, with an annual management charge of 0.5%. The propositions will be managed by Haynes and head of research Ben Willis.

Haynes has also recruited a new member to its discretionary team, hiring Amanda Tovey from Barclays Wealth where she has spent the past six years running bespoke private client and modelled portfolios.


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