Our investment philosophy

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

More about Church House

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

Importance of process

A consistent and repeatable process helps to deliver returns in line with expectations

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

Straightforward approach

The house style is to blend tried and tested methodologies with proven new thinking

Understanding Investment Risk

What investors need to know before making any decisions on their wealth

We have reviewed the key risks involved and provided an easy to understand explanation of each. For those who prefer to learn away from a screen there is also a infographic for download. 

Learn more

The role of diversification

A strategy to help smooth volatility

James Johnsen, Head of Private Clients, explains how Church House uses diversification when constructing portfolios and, for added risk control, within the funds that form the 'building blocks' of those portfolios. 

May 2020

Is now the right time to invest cash reserves?

Capitalising on attractive market prices and improving on low interest rates

James Johnsen, Head of Private Clients, explains in what circumstances investors would consider an ideal time to invest surplus cash reserves. 

June 2020

Contact us

To discuss how we might support you and your clients, or to find out more about our wealth management services, please contact us:

Andrea Steel Strategic Partnership Manager

Private Client Team

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