With assets under management in excess of £1 billion, Church House Investment Management is a fund and portfolio manager offering specialist services to individuals, financial professionals and institutions for over 20 years.
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Registered in England and Wales No. 03475556 Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested. Church House Investments Limited is authorised and regulated by the Financial Conduct Authority
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Our portfolios and funds are ideally suited to those with responsibility for investing on behalf of others. From simple Trust arrangements to Charity clients, we have a compelling offering that combines robust risk management with unrivalled service and 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.
Learn more about our Charity serviceClarity over where money is invested and the associated costs helps support informed decision making
Portfolio management charges are not applied to holdings in Church House funds, which maximises returns and reduces VAT
Significant experience and extensive market access combine to provide a valuable specialism
Over 15 years of running risk-targeted multi-asset portfolios
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.
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.
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.
At Church House, we have always considered that investing in companies with properly sustainable practices and business models and run by people with integrity as an integral part of what we do.
We abide by the UK Stewardship Code and will implement the updated 2020 Code, which targets the integration of Environmental, Social and Governance matters into the investment approach and decision making process.
Church House recognises the importance of selecting the right investment manager. We work with Enhance MPI Limited (a STEP member service), we hope to help streamline that process. The information we make available to the Managed Portfolio Indices team includes company details, performance data and other useful metrics. Users of the service are able to assess that data and compare the results against our peers.
Joined Church House in 2003 following a career in the military which was followed by time with Merrill Lynch and an international private bank.
Private Client Team
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