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Tailored Portfolio Service
A personal portfolio service for discerning investors
Each client has their own personal point of contact
Support from experienced investment administrators
Long-term track record
Over 15 years of managing diversified portfolios
Flexible portfolio design
Built on a proven framework with options for different investment risk preferences
Blend of Church House funds and complimentary managers
A best of both worlds approach that is without compromise
Tax efficient investing
Management of capital gains together with access to accounts such ISAs and SIPPs
How we work with you
We operate a tried and tested process for providing a recommendation for a suitable porfolio
Introduction to our products and services
A review of your current circumstances including a disucssion around your needs and aspirations
An assessment your tolerance for investment risk and capacity for loss
Analysis of any existing investments
Preparation of a personalised investment proposal
Funds: Our portfolio building blocks
Managing risk and avoiding the permanent loss of capital are the central tenets of our investment philosophy.
In order to deliver on that it is important that we have the maximum control over where our clients money is invested. It for this reason that we choose to use our own funds within both our portfolio services.
We consider the principal risk facing investors is not volatility but the permanent loss of capital
Investing with the same care and attention as if the money was our own
Never losing sight of the fact that the money we invest is of the utmost importance to those who have entrusted us with it
Process but not for process sake
Best practice and regulation dictate that robust processes are a pre-requisite for delivering returns in line with investors' expectations. We balance that by not over-engineering our business and working to tried and tested methodologies in the belief that a straightforward approach is best
The investment team stays in touch with the needs of investors by working closely with our relationship managers and providing support for meetings with clients
Proven principles over predictions
Our approach is one based on selecting individual investments based on their quality, suitability and value, within a disciplined risk framework
Making your investments work for you
Perhaps your circumstances have changed and you would like to review your investments or it could be you just want to consolidate current arrangements, whatever the situation we would be delighted to be of service.