Whole Money company information, Employees & Contact Information

We are a new and innovative financial services brand looking to help anyone invest successfully. We have launched two managed portfolio services run in conjunction with our investment partners Host Capital Limited and Alpha Beta Partners. These are Whole Money and Whole Money Lifetime. The Whole Money portfolio is made up of some of the world’s principal index-tracking funds and so seeks to provide the return of the total market at a low cost. Active managers generally underperform their index benchmarks, particularly in the long term. The Whole Money Lifetime portfolio provides an academically validated and rules-based overlay to the Whole Money portfolio. It is a new investment solution for retirees that captures the return of the markets while seeking to provide a recourse in the event of a market downturn. Whole Money is a trading name of the ITI Group Limited. ITI Group Limited is an Appointed Representative of Host Capital Limited. Host Capital Limited is authorised and regulated by the Financial Conduct Authority – reference number 429093. ITI Group Limited is authorised and regulated by the Financial Conduct Authority – reference number 912379. Alpha Beta Partners is an Appointed Representative of Host Capital Limited. Alpha Beta Partners is authorised and regulated by the Financial Conduct Authority – reference number 799887. Host Capital Limited - 20-22 Bedford Row, Holborn, WC1R 4EB, registered in England, number 3692681.