Established in London in 2000, Whitefoord has its own Investment Management, Research, and Operations teams that provide personalized strategies to meet clients' individual needs. The company manages portfolios valued at over £430 million for private clients, trusts, and funds, using a range of portfolio models that include direct stocks and shares as well as collective funds. Whitefoord's Wealth Management Service comprises two elements: its Asset Management Division adopts a rigorous approach to building investment strategies suited to a range of client risk appetites and financial objectives, while its Consulting team takes a holistic view of a client's financial position and objectives, assisting clients in the development of appropriate financial plans and the establishment of a suitable investment portfolio.