Whitechurch Securities has joined forces with Ethical Screening to launch a new range of ethical investment portfolios on 1 March 2016.
Dubbed as Whitechurch Ethical, the new offering will enable clients to invest in a range of discretionary managed, multi-asset portfolios and will be based on firm’s existing asset allocation models.
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These portfolios will be managed by Amanda Tovey, head of direct equity at Whitechurch.
Ethical Screening will be responsible for performing equity screening for the service.
The exclusion criteria includes fundamental areas of concern such non-medical animal testing, gambling, arms production, tobacco and pornography.
The ethical portfolios will be offered across the firm’s three services including a basic portfolio management service that can be accessed for a minimum investment of £3,000, prestige service which includes four different ethical portfolios with varying risk ratings, all of which can be accessed for a minimum investment of £50,000.
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By GlobalDataWhitechurch will also offer the portfolios to HNW investors through a bespoke offering, for a minimum investment of £200,000.
Ethical Screening client relationship manager Matthew Ayres said: "We are delighted to be working alongside Whitechurch to develop their responsible investment proposition both on the model portfolio side, via our Ethical Fund Database, and with bespoke screening of direct equities.
"This new relationship furthers one of our key aims: to further the incorporation of ethical and corporate responsibility issues into the investment analysis and decision-making process."
