Whitechurch broadens access to discretionary portfolio service

Katrina Lloyd
clock

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Higher proof-of-value demands and operational challenges keep private markets on margins of UK advice portfolios

Sahar Nazir
clock 19 December 2025 • 9 min read
Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Business development exec Lawrence Patrick joined charity The Mehiel Foundation

Professional Adviser
clock 19 December 2025 • 1 min read
Why human connection remains central in a digitally enabled advice sector

Why human connection remains central in a digitally enabled advice sector

'It is clear that the sector is moving through a significant period of transformation'

Tim Riseborough
clock 17 December 2025 • 3 min read