Effective Risk Management

A focus on delivering returns in line with expectations

Our skilled Investment Team design and manage portfolios, that over time, aim to deliver the performance clients expect, without the shocks they fear. In order to achieve this, great emphasis is placed on understanding our clients tolerance for risk. 

Read more about our approach to investing

Managed Portfolio Service

We do not believe in a one-size-fits-all approach to portfolio management. The first of our two services is designed for scenarios when simplicity is key, such as straightforward Trust arrangements. A key attraction is the low level of initial investment needed to access this offering.

Powered by award-winning technology, it includes a range of portfolios, each built exclusively using our own funds. The options available appeal to different preferences for risk and support a series of common investment objectives. 

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Funds

Building blocks of our portfolio services

In addition to offering discretionary managed portfolio services, we also operate a range of six investment funds. These feature in both our portfolio offerings and help us better manage risk.

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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