A little history

Whilst our beginnings can be dated prior to 1999, that is the year the business was established. The principles on which it was founded remain relevant today. The company has enjoyed significant growth since that time and has done so without losing the key strengths of an independent and private company.

Propositions have been developed and refined but equally we have worked hard to keep the stability that our clients tell us they value. Church House has stood the test of time for two decades. We have proved that private wealth management firms can offer discerning investors the professional standards they expect with a reassuring personal service, that together help them find financial peace of mind. 

The Architects of Future Prosperity

We blend together a set of skills and strengths to support differing propositions, which are carefully designed to meet the varying needs of investors. Over time, our investment style has proved it can deliver returns in line with expectations and, when partnered with the highest standard of service, our clients are reassured that their wealth is in good hands. 

Stability

What investors want from a manager is stable returns and a reliable relationship. We support the wealth of generations and, as such, always focus on what is best for the long-term interests of our clients

Journey

Every investor will have a differing objective and as such the path to prosperity varies from person to person. The same goes for charities and trustees who operate under different priorities. The constant is our offer of choice and flexibility

Guidance

Expertise matched with calm and considered advice allows us to build the trust that helps investors and industry professionals make informed investment decisions

Experience

The business is the optimal blend of wisdom gained over many years in investment management combined with new thinking from enthusiastic young practitioners

Support

At the heart of how we do things is service and support. It is delivered to the highest possible standards and at all times with a focus on the needs of a client or business partner

Investment Philosophy

An important consideration for anyone selecting an investment manager is understanding the philosophy that guides their decision making. Across are the key features of the Church House approach.

Avoiding the permanent loss of capital

We consider the principal risk facing investors is not volatility but the permanent loss of capital

Investing with the same care and attention as if the money was our own

Never losing sight of the fact that the money we invest is of the utmost importance to those who have entrusted us with it

Process but not for process sake

Best practice and regulation dictate that robust processes are a pre-requisite for delivering returns in line with investors' expectations. We balance that by not over-engineering our business and working to tried and tested methodologies in the belief that a straightforward approach is best

Client focus

The investment team stays in touch with the needs of investors by working closely with our relationship managers and providing support for meetings with clients

Proven principles over predictions

Our approach is one based on selecting individual investments based on their quality, suitability and value within a disciplined risk framework

Our Management

The business is steered by James Mahon, CEO and Joint Chief Investment Officer. He and his fellow directors form the Executive Team, which oversees the delivery of strategy and day-to-day management of the company.

That team is supported by a Board which is chaired by Michael Baines and includes two Non-Executive Directors. 

James Mahon CEO & Joint CIO

A respected figure in the world of investment management with nearly 40 years experience. Read more

  • 020 7534 9873

Jeremy Wharton Joint CIO & Director

Joined the business in 2004 after many years trading Gilts and Derivatives. Read more

  • 020 7534 9872
  • j.wharton@church-house.co.uk

James Johnsen Director

Joined Church House in 2003 following a career in the military which was followed by time with Merrill Lynch and an international private bank. 

  • 020 7534 9871
  • j.johnsen@church-house.co.uk

Roger Davis Director Operations

After many years service with Julius Bear, finally as Senior Vice-President of European Operations, he joined the company in 2004.

  • 01935 382657
  • r.davis@church-house.co.uk

Carol Hooper Director

Appointed as a Director in 2018 and she is also a member of the fund management team. Read more

  • 01935 382619
  • c.hooper@church-house.co.uk

Michael Baines Chairman

Michael has had a long and successful career in the investment industry and now holds a number of Board and Charitable roles. 

Andrew Martin-Smith Non-Exec Director

Andrew is a respected and well known figure in the fund management world and has been working with the business since 2005. He holds a number of senior posts across the industry. 

Dominic Gibbs Non-Exec Director

As Chief Operating Officer of The Cayzer Trust Company Ltd, Dominic helps support the financial interests of the Cayzer Family, including a minority holding in Church House. 

Our People

A series of specialist teams support the smooth running of the products and services provided by Church House. 

Portfolio Services are managed by the Investment Team and supported by Client Services and Back-Office functions, while client interaction is the realm of our experienced Relationship Management Team. Fund sales are the domain of our Corporate Partners team and the business is ably assisted by support functions such as Marketing, Compliance and Finance.

Here are some of our client and partner facing personnel. 

Amanda Loram Client Director

Private Client Relationships

  • 01935 382621
  • a.loram@church-house.co.uk

Andrea Steel Client Manager

Private Client Relationships

  • 01935 382625
  • a.steel@church-house.co.uk

Daniel Mason Client Director

Private Client Relationships

  • 01935 382637
  • d.mason@church-house.co.uk

Emma Parkes Relationship Manager

Private Client Relationships

  • 020 7123 4741
  • e.parkes@church-house.co.uk

Harriet Evans Trainee Investment Analyst

Investment Team

  • 020 7123 4738
  • h.evans@church-house.co.uk

Jeroen Bos Investment Director

He has managed the Deep Value Investment Fund and its predecessor since 2003. Read more

  • 020 7534 9875
  • j.bos@church-house.co.uk

John Stratton Investment Team Assistant

Investment Team 

  • 01935 382606
  • j.stratton@church-house.co.uk

Jonathan Howland Compliance Officer

Management

  • 01935 382613
  • j.howland@church-house.co.uk

Leanne Harvey Client Services Manager

Private Client Relationships

  • 01935 382633
  • l.harvey@church-house.co.uk

Mark Davidson Distribution and Marketing Director

Management

  • 01935 382656
  • m.davidson@church-house.co.uk

Matthew Goodsir Business Development Manager

Corporate Sales

  • 020 7534 9877
  • m.goodsir@church-house.co.uk

Paul Zoltowski Client Director

Private Client Relationships

  • 020 7123 4739
  • p.zoltowski@church-house.co.uk

Rory Campbell-Lamerton Fund Manager

Based in London, Rory joined Church House in 2012 and is co-Fund Manager of Church House UK Managed Growth and an Analyst on Tenax Absolute Return Strategies. Read more.

  • 020 7534 9874
  • r.campbell-lamerton@church-house.co.uk

Sam Liddle Sales Director

Corporate Sales

  • 07887 520621
  • s.liddle@church-house.co.uk