What makes us different

A personal message on what investors can expect from Church House

With so many choices for those investing on behalf of others, it is important to understand what makes Church House different from other investment managers. In this short video James Johnsen, Director and Head of Private Clients, outlines the qualities and priorities that set us apart. 

Below you can learn more about our key strengths. 

More on our strengths

Charity Sector Research

The Growing Importance of Community Foundations in the UK

“In this white paper from Church House, readers can gain a real insight into how community foundations have emerged, their strengths and where they fit into the wider charity sector. I believe this is a valuable resource for charity professionals and a great way of building awareness amongst those interested in donating to support their local community”

Tamas Haydu · Chief Executive · Cornwall Community Foundation

Download a copy

Unrivalled support

What makes professional investing easier, is support you can rely on. We offer dedicated Relationship Managers and access to key members of the Investment Team.

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Full transparency

Clarity over where money is invested and the associated costs helps support informed decision making

Maximising returns, minimising costs

Portfolio management charges are not applied to holdings in Church House funds, which maximises returns and reduces VAT

Expertise in fixed interest investing

Significant experience and extensive market access combine to provide a valuable specialism

Long track record

Over 15 years of running risk-targeted multi-asset portfolios

What our clients say about us

Our portfolios and funds are ideally suited to those with the responsibility for making investments on behalf of others. From simple Trust arrangements to Charity clients, we have a compelling story that combines robust risk management with unrivalled service and support.

The values of Church House together with our investment focus on capital preservation, make us a natural choice for Trustee investment.

More about what we offer

In 2016 The Royal Humane Society selected Church House Investment Management to look after our investments. Ever since those early days our trust in Church House has steadily grown, along with our assets, and I am delighted to say that the relationship between us is excellent. We feel both very safe and very well advised. I should also add that the personal service Church House offers is exceptional – they are proactive, refreshingly approachable, and very patient!

Andrew Chapman

Secretary of the Royal Humane Society

“Church House Investments have been amazingly supportive of our charity Style for Soldiers for a number of years, and have been invaluable in terms of investing and managing our charity funds.  In this current climate of increased charity commission scrutiny, Church House have also made a significant contribution to our positive audit trail and good governance processes. The board of Style for Soldiers can sleep well knowing that the charity’s funds are professionally managed and in the best possible hands.

Style for Soldiers’ investment decisions make a material difference to the lives of our most seriously injured former service personal and we are enormously grateful for the on-going professional support of Church House because the board knows that the advice we are being given is first class. Church House Investments is now a key part of our Style for Soldiers team ”

Maria Witchell

Trustee at Style for Soliders

We at Dorset Community Foundation have been impressed with and extremely appreciative of Church House Investments professionalism and their enthusiasm for what we do. We have enjoyed their support at joint seminars and events and we are very much looking forward to continuing this collaboration in the coming months and years.

Grant Robson

CEO of the Dorset Community Foundation

Independent recognition

Celebrating best practice in the Charity sector

In the 2020 annual Charity Times Awards, Church House were shortlisted in the category 'Boutique Investment Management', which recognises excellence in the professional services offered to charities. Candidates had to demonstrate a real understanding of the investment needs of charities, with which they work.

We were delighted to be recognised in this way and it inspires us to continue to meet the needs of charitable investors seeking an independent and personalised service.

Investment flexibility

Professional investment can be challenging. Church House is able to meet specific needs, such as liability matching, and when things change we have the flexibility to respond.

Church House combines experience in multi-asset investing with specialist in-house fixed interest capabilities to produce a series of risk-targeted portfolio solutions to meet a range of objectives.

We only recommend our own investment solutions and if applicable, investment accounts from a small range of providers. Click here to learn more.

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Managed Portfolio Indices

Church House supports the STEP service MPI to improve transparency and engagement

A trustee's job is not an easy one, so we were keen to help by participating in the Managed Portfolio Indices service. At Church House, we understand that selecting an investment manager is a complex and important task, so we are delighted this free to use service is in place to help streamline the process. Finally, it is also an excellent resource for valuable investment insight, and it is great to be a trusted contributor. 

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Insights, news and Opinion

Keep up to date and read our opinion on key investment topics.

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Contact us

To discuss your requirements, or to find out more about our wealth management services, please contact us:

James Johnsen Director

Joined Church House in 2003 following a career in the military which was followed by time with Merrill Lynch and an international private bank. 

  • 020 7534 9871
  • j.johnsen@church-house.co.uk

Paul Zoltowski Client Director

Private Client Team

  • 020 7123 4739
  • p.zoltowski@church-house.co.uk