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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Flexible risk-managed portfolios for long-term investors.
Combining the added risk controls provided by using Church House investment funds with the opportunities presented by using complementary third-party holdings, such as investment trusts.
Our expert portfolio managers have the flexibility to create personalised investment strategies. This is our most popular investment service.
As a guide, this service is likely to appeal to investors whose portfolios will have a minimum initial value of £200,000.
Each client has their own personal point of contact
Support from experienced investment administrators
Over 20 years of managing client investments
Built on a proven framework with options for different investment risk preferences
A best of both worlds approach that is without compromise
Access to accounts such ISAs and SIPPs
Custody, administration and technology services
Church House has a strategic relationship with Multees Investor Services, for the provision of custody, administration and technology services. This allows us to focus on what we do best, providing consistent investment returns and a truly personal service. Furthermore, it supports an improved client experience through rich reporting and online portfolio access.
Solutions customised to meet specific circumstances and requirements.
Church House funds are skillfully blended with a select number of complementary investments to provide a truly personal solution. This additional flexibility allows us to fine-tune asset allocations, geographic exposure and income levels.
Tailored Portfolios typically have up to 65% of their assets invested in Church House investment funds.
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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