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.
Welcome to Church House Investment Management
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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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Accessing information provided on this website does not constitute a recommendation to buy, sell or otherwise trade in all or any of the investments mentioned therein. Please remember that the value of investments and the income you get from them may fall as well as rise and there is no certainty that you will get back the amount of your original investment. Past performance is not a reliable guide to future performance.
Charities and Trustees
Managed Portfolio Service
Combining straightforward portfolio management with intuitive technology
Benefits of our Managed Portfolio Service
Our Managed Portfolio Service has been designed to make professional investment management more accessible.
A competitively priced offering, it includes seven portfolio options, each designed to appeal to a client's tolerance for investment risk and to meet their investment objectives.
* Full costs are listed in our brochure, a link for which is below.
Delivers excellent value for money and avoids a VAT charge
No initial costs *
Lump sum investments are not subject to initial dealing charges
Wide range of portfolios
Something to suit all requirements
Built exclusively on our range of funds
Full control over investment risk and fund costs
Online portfolio access
Access to information 24/7
Ideal for small to medium trusts
Straightforward solution for Trustee investments
An option for all your needs
There are seven different portfolios available, each with a different investment objective.
For investors seeking to maintain the real value of their capital
In addition to providing an income, the focus is very much on stability
The aim is to offer income with some potential for growth
Income & Growth
This provides a true balance between income generation and capital growth
Equity Growth with Income
For this portfolio the emphasis shifts to growth as the priority
Objective is very much growth so not suitable for those whose need income
Higher Risk Equity Growth
A more adventurous option for those seeking higher capital growth and who are willing to take more risk
Built on the Church House fund range
Each portfolio is carefully constructed to deliver a balance of risk and reward that appeals to a range of different investor preferences.
This is achieved by skilfully blending our funds in varying proportions, to provide the best chance of producing returns in line with expectations. The process is based on the expertise of our investment team together with 15-years’ experience of operating diversified portfolios.
Our Managed Portfolio Service is enabled by Parmenion, an award-winning investment solutions and technology business based in Bristol.
Their role is to provide much of the administration behind the service as well as powering an online portal where investors can view their portfolios and access reports. The company has been in business since 2007 and is recognised as a leading provider of services to wealth managers and other investment professionals.
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.