Experienced Team
Proven industry experts
Our team brings years of experience in designing and managing bespoke investment portfolios personalised to each client’s unique objectives. Their expertise spans a broad spectrum of investment assets, including funds, equities, corporate bonds, and investment trusts.
They specialise in direct investments, employing a robust and proven process to select companies across diverse geographies and industry sectors. Every holding is carefully considered so that the portfolio will reflect each client’s needs, preferences, and risk tolerance.
The managers are supported by a dedicated personal assistant, ensuring a responsive and personal point of contact for every client. Additionally, they benefit from the collective expertise of the wider Church House investment management team, which includes analysts, fund managers, and portfolio managers.
