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.
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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
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Process, philosophy and priorities can vary
When selecting a wealth manager, you will have many questions. Amongst those will likely be what makes one firm different to another. Here we have outlined what we believe sets us apart from the competition.
Our role is to recommend portfolio solutions that are suitable for your needs, circumstances and tolerance for risk, with the goal of helping you achieve financial wellbeing.
The target for our Investment Team is to deliver the returns our clients expect, without the shocks they fear.
Whilst past performance is no guarantee for the future it can act as evidence of capability and the effectiveness of an investment process.
The business is majority owned by a small group of experienced directors whose focus is on supporting positive client outcomes.
In our view successful investment management is about effective risk management so the more control we can have the more chance we have of meeting client expectations.
Many of our funds have their origins in private client portfolios evidencing our prioritisation of client needs over commercial opportunity.
We believe as many people as possible should have access to professional investment management.
We choose our team carefully, placing great emphasis on finding people who share our values and believe in our purpose.
It is our firm belief that decisions on managing wealth are best made with an understanding of the fundamentals.
The complexity of wealth means we are often asked to work in tandem with other professionals to provide holistic solutions.
Church House Investments can confirm that is fully compliant with any sanctions on Russia, Belarus or any other jurisdiction imposed by the European Union, Switzerland, the United Kingdom and the United States.
CH does not have and never has had clients from Russia or Belarus.
CH, our client portfolios and our funds had zero, and will maintain zero, exposure to investments in Russia or Belarus.
The Board of Church House Investments along with our Compliance function monitors compliance to these sanctions. They will continue to ensure that CH remains compliant and maintains zero exposure to investments in Russia and Belarus.OK