Personalised solutions to meet your clients' needs

There are times when investors need something that is custom designed to meet their specific requirements and circumstances.

Our Tailored Portfolio Service has been created for exactly that scenario, and it is our most popular investment service. 

As a guide, this service is likely to appeal to investors whose portfolios will have a minimum initial value of £200,000.

Guide to our Tailored Portfolio Service

Benefits of our Tailored Portfolio Service

Dedicated Relationship Managers

Each client has their own personal point of contact

Unrivalled service

Support from experienced investment administrators

Long-term track record

Twenty years of managing diversified portfolios

Flexible portfolio design

Built on a proven framework with options for different investment risk preferences

Blend of Church House funds and complementary managers

A best of both worlds approach that is without compromise

Tax efficient investing

Management of capital gains together with access to accounts such ISAs and SIPPs

Best of both worlds approach to portfolio design

Solutions customised to meet specfic circumstances and requirements

Church House funds are skillfully blended with a select number of complementary investments to provide a truly personal solution. This additional flexibility allows us to fine tune asset allocations, geographic exposure and income levels. 

Tailored Portfolios typically have up to 65% of their assets invested in Church House funds.

Learn more about our funds

A strategic partnership

Custody, administration and technology services

Church House has a strategic relationship with Multees Investor Services, for the provision of custody, administration and technology services. This allows us to focus on what we do best, providing consistent investment returns and a truly personal service. Furthermore, it supports an improved client experience through rich reporting and online portfolio access.

More information on Multrees

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 Head of Private Clients (South West)

Private Client Team

  • 01935 382625