Markets in a moment

James Johnsen, Head of Private Clients at Church House, delivers his latest thoughts on the issues impacting investors. 

In this short video, James covers a variety of areas, including the relative appeal of UK equities over the US market, a growing return to form for fixed income markets, and the impact of elections and troubles in strategic canals. 

He finishes by reminding investors that focusing on capital preservation should remain an important feature of their strategy going into 2024. 

Read the full written piece here

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

Wealth Planning

Creating solutions that are aligned to personal goals

It is imperative that, when proposing an investment solution, that we understand what our clients are seeking to achieve for themselves and, in many cases their families. A clear appreciation of those aspirations ensures we are ideally placed to provide personalised recommendations. 

Learn more about our Wealth Planning process

CHAMPS

Church House Advantage 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 investors with straightforward needs.

Powered by award-winning technology, it includes a range of portfolios, each built exclusively using our own funds. The options available appeal to different investor 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 how we might support you and your clients, or to find out more about our wealth management services, please contact us:

Andrea Steel Head of Private Clients (South West)

Private Client Team

  • 01935 382625
  • a.steel@church-house.co.uk