Whitechurch broadens access to discretionary portfolio service

Katrina Lloyd
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Whitechurch has responded to client demand by allowing investors to make monthly contributions into its Portfolio Management Service from this month.

Previously, investors in the discretionary service would have to pay £3,600 up-front but there is now the facility to pay a minimum £250 a month for both new ISA and direct investments. Whitechurch will also not levy its switch fees on a regular contribution portfolio until its value is in excess of £3,000. This means, assuming a constant investment value and a regular contribution of £250 per month, investors will not incur any switching fees during the first year. The Portfolio Management Service offers six different strategies with varying risk profiles and investment objectives. T...

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