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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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.
Refined risk management.
There are times when investors need something that is custom designed to meet their specific requirements and circumstances.
Our Tailored Portfolio service has been created for exactly that scenario, and it is our most popular investment service.
As a guide, this service is likely to appeal to organisations whose portfolios will have a minimum initial value of £200,000.
Each client has their own personal point of contact
Support from experienced investment administrators
Over 15 years of managing diversified portfolios
Built on a proven framework with options for different investment risk preferences
A best of both worlds approach that is without compromise
Third-party investments include options for a higher income
Solutions customised to meet specfic circumstances and requirements
Church House funds are skillfully blended with a select number of complementary investments to provide a truly personal solution. This additional flexibility allows us to fine-tune such as asset allocations, geographic exposure and income levels.
Tailored Portfolios typically have up to 65% of their assets invested in Church House funds.
Custody, administration and technology services
Church House has a strategic relationship with Multees Investor Services, for the provision of custody, administration and technology services. This allows us to focus on what we do best, providing consistent investment returns and a truly personal service. Furthermore, it supports an improved client experience through rich reporting and online portfolio access.
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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