This has led to the expansion of Axa’s platform service with Axa Elevate platform now providing access to five Whitechurch risk-rated portfolios.

The lowest risk portfolio is the "cautious" strategy, where investors invest in a diversified range of asset classes to limit capital losses.

The highest risk portfolio is the "aggressive" strategy, where investors will invest in a range of equities in developed and emerging markets with the aim of producing long-term capital growth.

Between those two portfolios fall the "income strategy" (with a risk rating of 5/10), the "balanced strategy" (with a risk rating of 6/10) and the "growth strategy" (with a risk rating of 7/10).

This new partnership adds to the existing partnerships Axa Elevate has with 24 other discretionary fund managers.

Gavin Hayes, managing director at Whitechurch Securities, said, "We continue to see an increasing demand from IFAs for our discretionary management services. It is important we can widen the distribution channels where available."

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.