Personalised solutions for discerning investors.

Our most sophisticated portfolio service. 

The Bespoke Portfolio Service gives our Private Client Managers the freedom and flexibility to shape unique portfolios.

Best suited to experienced investors with high-value portfolios it appeals to those who recognise the benefits of collective investments but also value the potential that comes from investing directly in equities and fixed-interest assets.

Our network of long-term broker relationships means we are ideally placed to offer investors wide market access.

As a guide, this service is likely to appeal to those able to invest around £500,000.

Guide to our Bespoke Portfolio Service

Benefits of our Bespoke Portfolio Service

Robust research

Detailed evaluation of suitable holdings.

Wide market access

Ability to select holdings from global stock-markets.

Long-term track record

History of Private Client investing for over 20 years

Experienced managers

Our team has extensive experience in designing and managing portfolios of direct investments.

Regular reporting

Comprehensive quarterly reports are complemented by online portfolio access.

Option of Church House funds

For inclusion in portfolios or as a standalone solution for smaller investors.

Contact Us

To discuss your requirements, or to find out more about our bespoke portfolio service, please do get in touch.

Cranley Macfarlane Client Director

Cranley joined Church House following three years at Tellsons Investors as a fund manager. Prior to that, he worked for nine years as a private client investment manager at JM Finn.

  • 020 7167 8482.
  • c.macfarlane@church-house.co.uk