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.
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 more about our Charity service
Clarity 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.
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.
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.
14th May 2021
In support of Mental Health Awareness Week, Emma Parkes explains how wealth managers can play an important role for clients facing financial and emotional challenges.
14th May 2021
An indecisive period for global equity markets came down on the side of caution after worse than expected US employment figures and subsequent inflation data triggered a sell-off in the NASDAQ.
13th May 2021
"If you're living your best life, you're doing it to the soundtrack of music" - Merck Mercuriadis
13th May 2021
Making decisions about your wealth should not be done without a clear understanding of your personal tolerance for investment risk. But what's the best way of achieving that and what are some of the pitfalls to avoid? Andrea Steel shares some valuable insight.
11th May 2021
UK inflation reached 0.7% year-on-year in January, according to data released in April 2021, with concerns mounting for a higher reading in the next couple of months.
6th May 2021
The second quarter began in positive fashion as all the major global stock markets across the globe rose, with the exception of Japan, which was off a touch.
28th Apr 2021
Last month it was the bond markets that dominated the picture as rates played catch-up with the improving economic prospects.
22nd Apr 2021
Shopaholics have suffered in recent months as access to shops has been restricted but as a consequence many have built up surplus cash. For those not planning a return to pre-pandemic spending we have some great tips for boosting long-term wealth.
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