We are a Private Client Manager operating for over 20 years, our experienced relationship managers are supported by investment management and client service teams.  In addition to a choice of portfolios services, we also run a suite of six investment funds, which form the ‘building blocks’ of our discretionary management proposition.  Each fund has a different objective making them ideally suited to use in diversified portfolios designed to provide a balance between risk and reward.

For clients with needs outside our service offering, we collaborate with other professional advisers, such as solicitors and accountants, to deliver holistic solutions. This has led to the formation of a number of close working relationships.

Our funds are also available for use by advisers and wealth managers for use in their client portfolios.

Important Information 

The content on this channel does not constitute an offer or solicitation to any person in any jurisdiction to purchase or sell any investment. We recommend prospective investors contact us to discuss their personal circumstances before making any investment decisions. No information on this channel should be construed as providing financial, investment or other professional advice.

At Church House Investment Management, recommendations made to Private Clients are only from our range of investment portfolio services and associated accounts. Full details of the nature of our services can be found at www.ch-investments.co.uk/important-information. 

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. You should also be aware that past performance may not be a reliable guide to future performance. Church House Investment Management is a trading name of Church House Investments Limited, which is authorised and regulated by the Financial Conduct Authority.


Investment Management

Church House Investments - Private Clients

Roger Davis

Mike Green

Sam Liddle

Robert Hunter

Paul Zoltowski

Mark Davidson

James Johnsen

James Edgedale

Dominic Gibbs

Daniel Mason

Cranley Macfarlane

Andrew Martin - Smith

Andrea Steel

Amanda Loram

The Finance and Investment team at Church House Investments - Private Clients is responsible for managing and optimizing client portfolios through strategic investment decisions. The team includes Fund Analysts, Portfolio Managers, and Fund Managers who collectively analyze market trends, assess fund performance, and implement tailored investment strategies to meet the diverse objectives of clients. Their goal is to effectively balance risk and reward to enhance client wealth, while also ensuring compliance with regulatory standards.

Finance and Investment

Client Relations

Compliance and Operational Assurance Team

Marketing and Sales Team

Finance and Investment

About

Team members

Other teams at Church House Investments - Private Clients

Client Relations

Compliance and Operational Assurance Team

Marketing and Sales Team