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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Charities and Trustees
Services
The values of Church House together with our investment focus on capital preservation, make us a natural choice for Trustee investment.
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.
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.
We do not believe in a one-size-fits-all approach to portfolio management. The first of our two services is designed for scenarios when simplicity is key, such as straightforward Trust arrangements.
Powered by award-winning technology, it includes a range of portfolios, each built exclusively using our own funds. The options available appeal to different preferences for risk and support a series of common investment objectives.
For when the investment goals are more complex and a more custom solution is required, this service combines the benefits of using our own funds with the advantages of including complementary third-party investments. It provides a bespoke approach and comes with an unrivalled level of service.
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.
At Church House, we have always considered that investing in companies with properly sustainable practices and business models and run by people with integrity as an integral part of what we do.
We abide by the UK Stewardship Code and will implement the updated 2020 Code, which targets the integration of Environmental, Social and Governance matters into the investment approach and decision making process.
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.
