Telephone: 0207 534 9870
The Church House Advantage Managed Portfolio Service – or CHAMPS for short - offers access to Church House’s proven investment expertise and risk management skills at an affordably low entry point.
Managed Portfolio Service for Financial Advisers
From as little as a £1,000 investment, CHAMPS introduces a range of model portfolios tailored to a variety of risk profiles and investment objectives to clients for whom a fully bespoke service may not be necessary or cost-effective.
Portfolio administration is set up to preserve the client-adviser relationship and is provided on a thirdparty platform offering full online access. CHAMPS is available for a range of tax-efficient wrappers, such as ISAs, SIPPS and offshore bonds, as well as for general investment accounts. Trusts can also be managed here.
CHAMPS is delivered by the Church House team of experienced investment managers, researchers and client service personnel, all of whom aim to meet the investment objectives and service needs of your clients.
Please remember that the value of your investments and the income from them may go down as well as up and you may get back less than you originally invested.
Please note with immediate effect the initial custody charge of 0.25% no longer applies and the purchase dealing commission of 0.90% will not apply to initial investments