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).
If you are a retail investor and you access an article or piece that is intended for professional investors, you should be aware that the information is not intended for you to rely on or use as a basis for making an investment decision.
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.
Individuals and Families
Tailored Portfolio Service
A personal portfolio service for discerning investors
Bespoke solutions to meet your needs
There are times when investors need something that is custom designed to meet their specific requirements and circumstances.
Our Tailored Portfolio Service has been created for exactly that scenario and it is our most popular investment service. Information on our approach to charging is available here.
Each client has their own personal point of contact
Support from experienced investment administrators
Long-term track record
Over 15 years of managing diversified portfolios
Flexible portfolio design
Built on a proven framework with options for different investment risk preferences
Blend of Church House funds and complementary managers
A best of both worlds approach that is without compromise
Tax efficient investing
Management of capital gains together with access to accounts such ISAs and SIPPs
Best of both worlds approach to portfolio design
Solutions customised to meet specfic 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 funds.
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.