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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Combining straightforward portfolio management with intuitive technology
Designed to make professional investment management more accessible.
A competitively priced offering, it includes seven portfolio options, each designed to appeal to a client's tolerance for investment risk and to meet their investment objectives.
* Costs are for information only, and more details are in our service guide below. Total actual costs depend upon individual circumstances, and a personal illustration is provided with any recommendation. There is a minimum initial investment of £20,000.
Delivers excellent value for money.
Lump sum investments are not subject to initial dealing charges
Something to suit all requirements
Full control over investment risk and fund costs
Access to information 24/7
There are seven different portfolios available, each with a different investment objective.
For investors seeking to maintain the real value of their capital
In addition to providing an income, the focus is very much on stability
The aim is to offer income with some potential for growth
This provides a true balance between income generation and capital growth
For this portfolio the emphasis shifts to growth as the priority
Objective is very much growth so not suitable for those whose need income
A more adventurous option for those seeking higher capital growth and who are willing to take more risk
Each portfolio is carefully constructed to deliver a balance of risk and reward that appeals to a range of different investor preferences.
This is achieved by skilfully blending our funds in varying proportions, to provide the best chance of producing returns in line with expectations. The process is based on the expertise of our investment team together with 15-years’ experience of operating diversified portfolios.
Our Managed Portfolio Service is enabled by Parmenion, an award-winning investment solutions and technology business based in Bristol.
Their role is to provide much of the administration behind the service as well as powering an online portal where investors can view their portfolios and access reports. The company has been in business since 2007 and is recognised as a leading provider of services to wealth managers and other investment professionals.
Joined Church House in 2003 following a career in the military which was followed by time with Merrill Lynch and an international private bank.
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