Bespoke Solutions to meet your needs

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. Information on our approach to charging is available here.

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Benefits of our Tailored Portfolio Service

Dedicated Relationship Managers

Each client has their own personal point of contact

Unrivalled service

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.

Our Funds

Our investment philosophy

An important consideration for anyone selecting an investment manager is the philosophy that guides their decision making. Across are the key features of the Church House approach.

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Avoiding the permanent loss of capital

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

Client focus

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