Individuals and Families

Bespoke Portfolio Service

Unique portfolios for experienced investors.

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.

Experienced Team

Proven industry experts

James Edgedale is a well-known figure in the investment management world and has thirty years of industry experience including as Chairman of JM Finn. James was educated at Eton College and Bristol University and is a Fellow of the Chartered Institute of Securities.

Rob Hunter brings with him over twenty-five years of experience. His most recent role was at Brown Shipley where he selected Church House investment funds for inclusion in his client's portfolios. 

Cranley Macfarlane holds the CISI Masters in Wealth Management. and was recognised by Citywire magazine as one of the Wealth Management industry’s ‘Top 100’.

More about Church House

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

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