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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Our portfolios and funds are ideally suited to those with responsibility for investing on behalf of others. From simple Trust arrangements to Charity clients, we have a compelling offering that combines robust risk management with unrivalled service and support.
What makes professional investing easier, is support you can rely on. We offer dedicated Relationship Managers and access to key members of the Investment Team.Learn more about our Charity service
Clarity over where money is invested and the associated costs helps support informed decision making
Portfolio management charges are not applied to holdings in Church House funds, which maximises returns and reduces VAT
Significant experience and extensive market access combine to provide a valuable specialism
Over 15 years of running risk-targeted multi-asset portfolios
Our portfolios and funds are ideally suited to those with the responsibility for making investments on behalf of others. From simple Trust arrangements to Charity clients, we have a compelling story that combines robust risk management with unrivalled service and support.
The values of Church House together with our investment focus on capital preservation, make us a natural choice for Trustee investment.
In 2016 The Royal Humane Society selected Church House Investment Management to look after our investments. Ever since those early days our trust in Church House has steadily grown, along with our assets, and I am delighted to say that the relationship between us is excellent. We feel both very safe and very well advised. I should also add that the personal service Church House offers is exceptional – they are proactive, refreshingly approachable, and very patient!
Secretary of the Royal Humane Society
“Church House Investments have been amazingly supportive of our charity Style for Soldiers for a number of years, and have been invaluable in terms of investing and managing our charity funds. In this current climate of increased charity commission scrutiny, Church House have also made a significant contribution to our positive audit trail and good governance processes. The board of Style for Soldiers can sleep well knowing that the charity’s funds are professionally managed and in the best possible hands.
Style for Soldiers’ investment decisions make a material difference to the lives of our most seriously injured former service personal and we are enormously grateful for the on-going professional support of Church House because the board knows that the advice we are being given is first class. Church House Investments is now a key part of our Style for Soldiers team ”
Trustee at Style for Soliders
We at Dorset Community Foundation have been impressed with and extremely appreciative of Church House Investments professionalism and their enthusiasm for what we do. We have enjoyed their support at joint seminars and events and we are very much looking forward to continuing this collaboration in the coming months and years.
CEO of the Dorset Community Foundation
Celebrating best practice in the Charity sector
In the 2020 annual Charity Times Awards, Church House were shortlisted in the category 'Boutique Investment Management', which recognises excellence in the professional services offered to charities. Candidates had to demonstrate a real understanding of the investment needs of charities, with which they work.
We were delighted to be recognised in this way and it inspires us to continue to meet the needs of charitable investors seeking an independent and personalised service.
Professional investment can be challenging. Church House is able to meet specific needs, such as liability matching, and when things change we have the flexibility to respond.
Church House combines experience in multi-asset investing with specialist in-house fixed interest capabilities to produce a series of risk-targeted portfolio solutions to meet a range of objectives.
Church House supports the STEP service MPI to improve transparency and engagement
A trustee's job is not an easy one, so we were keen to help by participating in the Managed Portfolio Indices service. At Church House, we understand that selecting an investment manager is a complex and important task, so we are delighted this free to use service is in place to help streamline the process. Finally, it is also an excellent resource for valuable investment insight, and it is great to be a trusted contributor.
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.
16th Apr 2021
At the end of Q1, sovereign yield volatility calmed a bit as rising infection rates reminded markets there is a long way to go globally regarding coronavirus.
16th Apr 2021
Dan shares why he started working in investment management, his favourite source of entertainment, what he would tell his 21-year old self and why Bruce Lee is one of his heroes.
14th Apr 2021
With an apparent increase in 'hobby' investing driven in part by social media Emma Parkes explores the dangers of taking advice from 'friends'.
9th Apr 2021
In this episode, Fred and Rory analyse why it was so overvalued, what went wrong and why we didn't invest, although we do believe it to be a good quality business. But the question remains: has Deliveroo peaked?
6th Apr 2021
It has been a patchy start to the year for UK markets, but my goodness, we are in a better situation than we were this time last year.
29th Mar 2021
To help investors make informed decisions we are running a series of articles on the topic of investment risk. We will explore a range of different areas, starting here with 'Market Risk'. In this piece we explain how stock markets across the globe can experience significant falls.
25th Mar 2021
Could you get Mark Zuckerberg on the phone? In the latest podcast from UK Fund Managers, Fred & Rory, we review the latest market news, starting with the retirement of James Anderson - arguably one of the most well-known and successful Fund Managers in the UK.
Joined Church House in 2003 following a career in the military which was followed by time with Merrill Lynch and an international private bank.
Private Client Team