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.
Welcome to Church House Investment Management
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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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Please note, the information provided in this website is aimed at all types of investor and some articles and links may be geared towards non-retail investors (such as professional and institutional investors).
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Accessing information provided on this website does not constitute a recommendation to buy, sell or otherwise trade in all or any of the investments mentioned therein. Please remember that the value of investments and the income you get from them may fall as well as rise and there is no certainty that you will get back the amount of your original investment. Past performance is not a reliable guide to future performance.
Charities and Trustees
Charities and Trustees
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.
What makes us different
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.
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”
TamasHaydu · Chief Executive · Cornwall Community Foundation
Clarity over where money is invested and the associated costs helps support informed decision making
Maximising returns, minimising costs
Portfolio management charges are not applied to holdings in Church House funds, which maximises returns and reduces VAT
Expertise in fixed interest investing
Significant experience and extensive market access combine to provide a valuable specialism
Long track record
Over 15 years of running risk-targeted multi-asset portfolios
What our clients say about us
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.
In 2016 The Royal Humane Society selected Church House Investment Management to look after our investments. Ever since those early days our trust in Church House has steadily grown, along with our assets, and I am delighted to say that the relationship between us is excellent. We feel both very safe and very well advised. I should also add that the personal service Church House offers is exceptional – they are proactive, refreshingly approachable, and very patient!
Secretary of the Royal Humane Society
“Church House Investments have been amazingly supportive of our charity Style for Soldiers for a number of years, and have been invaluable in terms of investing and managing our charity funds. In this current climate of increased charity commission scrutiny, Church House have also made a significant contribution to our positive audit trail and good governance processes. The board of Style for Soldiers can sleep well knowing that the charity’s funds are professionally managed and in the best possible hands.
Style for Soldiers’ investment decisions make a material difference to the lives of our most seriously injured former service personal and we are enormously grateful for the on-going professional support of Church House because the board knows that the advice we are being given is first class. Church House Investments is now a key part of our Style for Soldiers team ”
Trustee at Style for Soliders
We at Dorset Community Foundation have been impressed with and extremely appreciative of Church House Investments professionalism and their enthusiasm for what we do. We have enjoyed their support at joint seminars and events and we are very much looking forward to continuing this collaboration in the coming months and years.
CEO of the Dorset Community Foundation
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.
Church House Investments can confirm that is fully compliant with any sanctions on Russia, Belarus or any other jurisdiction imposed by the European Union, Switzerland, the United Kingdom and the United States.
CH does not have and never has had clients from Russia or Belarus.
CH, our client portfolios and our funds had zero, and will maintain zero, exposure to investments in Russia or Belarus.
The Board of Church House Investments along with our Compliance function monitors compliance to these sanctions. They will continue to ensure that CH remains compliant and maintains zero exposure to investments in Russia and Belarus.