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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Process, philosophy and priorities can vary
When considering a wealth manager, you and your clients will have many questions. Amongst those will likely be what makes one firm different to another. Here we have outlined what we believe sets us apart from the competition.
Our role is to recommend portfolio solutions that are suitable for your needs, cirumstances and tolerance for risk, with the goal of helping you achieve financial wellbeing.
The target for our Investment Team is to deliver the returns our clients expect, without the shocks they fear.
Whilst past performance is no guarantee for the future it can act as evidence of capability and the effectiveness of an investment process.
The business is majority owned by a small group of experienced directors whose focus is on supporting positive client outcomes.
In our view successful investment management is about effective risk management so the more control we can have the more chance we have on meeting client expectations.
Many of our funds have their origins in private client portfolios evidencing our prioritisation of client needs over commercial opportunity.
We believe as many people as possible should have access to professional investment management.
We choose our team carefully, placing great emphasis on finding people who share our values and believe in our purpose.
It is our firm belief that decisions on managing wealth are best made with an understanding of the fundamentals.
The complexity of wealth means we are often asked to work in tandem with other professionals to provide holistic solutions.