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.
The content you are trying to view is aimed at UK Charities or trustees. To view please confirm:
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
In accessing this website, you agree to the terms and conditions of its use, which are accessible here.
Please note, the information provided in this website is aimed at all types of investor and some articles and links may be geared towards non-retail investors (such as professional and institutional investors).
If you are a retail investor and you access an article or piece that is intended for professional investors, you should be aware that the information is not intended for you to rely on or use as a basis for making an investment decision.
Accessing information provided on this website does not constitute a recommendation to buy, sell or otherwise trade in all or any of the investments mentioned therein. Please remember that the value of investments and the income you get from them may fall as well as rise and there is no certainty that you will get back the amount of your original investment. Past performance is not a reliable guide to future performance.
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.
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.
Church House recognises the importance of selecting the right investment manager. We work with Enhance MPI Limited (a STEP member service), we hope to help streamline that process. The information we make available to the Managed Portfolio Indices team includes company details, performance data and other useful metrics. Users of the service are able to assess that data and compare the results against our peers.
17th Sep 2020
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.
5th Aug 2020
I have written before about the disparity between how women and men manage their finances, and the noticeable lack of engagement by women to use investment as a tool to grow their wealth.
21st Jul 2020
The relationship between you and your financial adviser or investment manager is vital. It could determine the difference between a comfortable life and retirement, or one of worry and penny pinching.
8th Jul 2020
With unprecedented levels of market volatility at the start of the year, thanks to COVID-19, where are we now halfway through 2020?
7th May 2020
We have found that staying in touch has been key to supporting clients during the Coronavirus crisis and feedback on our approach has been positive.
8th Apr 2020
James Mahon, Church House CEO delivers his regular quarterly update on global economics & markets with a focus on recent volatility
22nd Jan 2020
James Mahon, Church House CEO delivers his regular quarterly update on global economics & markets
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