Whole Money
helping anyone invest successfully

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Welcome to Whole Money

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. Alpha Beta Partners are our investment managers. Host Capital is an independent Authorised Corporate Director (ACD) authorised and regulated in the UK by the Financial Conduct Authority (FCA). Whole Money is a trading name of the ITI Group Limited.

These are Whole Money and Whole Money Lifetime.

The Whole Money portfolio provides the return of the ‘total market’ at low cost, an investment approach no one has been able to beat in the long run.

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.

 
 
 

 
 
Don’t look for the needle in the haystack. Just buy the haystack!
— John C. Bogle, The Little Book of Common Sense Investing