PRODUCTS & SERVICES

 

 


Offshore Portfolio Management

WI Model Portfolios

Bespoke Client Portfolios

Asset Allocation Portfolios

 

Domestic Portfolio Management

Collective Investment Fund Portfolios

Asset Allocation Portfolios




 White Investments Model Portfolio:

The offshore portfolio management service is designed to offer a more specialised investment proposition to investors that are looking for alternate solutions to enhance their existing wealth creation plan.

The objective of this portfolio strategy is to deliver consistent positive returns through the cycle.

The portfolio invests in multiple asset classes (Shares, bonds, listed property, commodities and money markets) and has a large degree of flexibility which we think is integral to being able to deliver consistent returns. This flexibility is one of the main benefits private individuals hold over professional fund managers who often operate under very prescriptive mandates.

The portfolio's trading strategy and process are geared towards identifying opportunities and targeting real returns on a risk adjusted basis. The portfolio invest's directly in individual shares based on our own proprietary research.

 
Please note that given the complexity of managing this type of investment mandate we require a minimum £250 000.00 lump sum in order to be able to offer this service to clients.
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Bespoke Client Portfolio:

White Investments manages tailor-made solutions where the client prescribes their own risk and return objectives which we incorporate into the investment mandate. For example we can create and manage a portfolio that specifically focuses on income generation.

Please note that given the complexity of managing this type of investment mandate we require a minimum £250 000.00 lump sum in order to be able to offer this service to clients.
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Offshore Asset Allocation portfolios:

An actively managed strategic asset allocation solution to suit your individual needs.

We will identify an appropriate neutral portfolio mix based on individual risk and return objectives, which we will actively rebalance on a quarterly basis thereafter.

The underlying investments will be collective investment funds that ensure good diversified exposure to the chosen asset classes in a cost efficient manner.
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Domestic Collective Investment Fund Portfolios:

With our extensive experience in the fund management industry we are well placed to research and manage portfolios of  Collective Investment Funds for clients on a discretionary basis.

This service is an alternative for those who are really not comfortable managing their own investments and therefore opt not to utilise our fee-based advisory service.

Please also consider our Asset Allocation Portfolio option as outlined below.
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Domestic Asset Allocation portfolios:

An actively managed strategic asset allocation solution to suit your individual needs.

We will identify an appropriate neutral portfolio mix based on individual risk and return objectives, which we will actively rebalance on a quarterly basis thereafter.

The underlying investments will be collective investment funds that ensure good diversified exposure to the chosen asset classes in a cost efficient manner.
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