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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Our portfolios and funds are ideally suited to those with responsibility for investing on behalf of others. From simple Trust arrangements to Charity clients, we have a compelling offering that combines robust risk management with unrivalled service and support.
A personal message on what investors can expect from Church House
With so many choices for those investing on behalf of others, it is important to understand what makes Church House different from other investment managers. In this short video James Johnsen, Director and Head of Private Clients, outlines the qualities and priorities that set us apart.
Below you can learn more about our key strengths.
The Growing Importance of Community Foundations in the UK
“In this white paper from Church House, readers can gain a real insight into how community foundations have emerged, their strengths and where they fit into the wider charity sector. I believe this is a valuable resource for charity professionals and a great way of building awareness amongst those interested in donating to support their local community”
Tamas Haydu · Chief Executive · Cornwall Community Foundation
What makes professional investing easier, is support you can rely on. We offer dedicated Relationship Managers and access to key members of the Investment Team.
Learn moreClarity over where money is invested and the associated costs helps support informed decision making
Portfolio management charges are not applied to holdings in Church House funds, which maximises returns and reduces VAT
Significant experience and extensive market access combine to provide a valuable specialism
Over 15 years of running risk-targeted multi-asset portfolios
Our portfolios and funds are ideally suited to those with the responsibility for making investments on behalf of others. From simple Trust arrangements to Charity clients, we have a compelling story that combines robust risk management with unrivalled service and support.
The values of Church House together with our investment focus on capital preservation, make us a natural choice for Trustee investment.
Celebrating best practice in the Charity sector
In the 2020 annual Charity Times Awards, Church House were shortlisted in the category 'Boutique Investment Management', which recognises excellence in the professional services offered to charities. Candidates had to demonstrate a real understanding of the investment needs of charities, with which they work.
We were delighted to be recognised in this way and it inspires us to continue to meet the needs of charitable investors seeking an independent and personalised service.
Professional investment can be challenging. Church House is able to meet specific needs, such as liability matching, and when things change we have the flexibility to respond.
Church House combines experience in multi-asset investing with specialist in-house fixed interest capabilities to produce a series of risk-targeted portfolio solutions to meet a range of objectives.
We only recommend our own investment solutions and if applicable, investment accounts from a small range of providers. Click here to learn more.
Church House supports the STEP service MPI to improve transparency and engagement
A trustee's job is not an easy one, so we were keen to help by participating in the Managed Portfolio Indices service. At Church House, we understand that selecting an investment manager is a complex and important task, so we are delighted this free to use service is in place to help streamline the process. Finally, it is also an excellent resource for valuable investment insight, and it is great to be a trusted contributor.
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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