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. 

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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 thieir families. A clear appreciation of those aspirations ensures we are ideally placed to provide personalised recommendations. 

Learn more about our Wealth Planning process

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 and a key attraction is the low level of initial investment needed to access this offering.

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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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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Yacht Crew Investments

We have a dedicated proposition for Yacht Crew

For many a key attraction of a career in the yachting industry is the opportunity to accumulate significant savings. At a time of low interest rates and damaging inflation, it is important to consider alternatives to cash savings. At Church House, we offer professional and specialised investment management to support you during and after your yachting career.

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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