Business Details
27 Years
experience
Trusted Investment Management Services in London
Church House Investment Management has been delivering specialist investment solutions for over 20 years. With assets under management exceeding 1 billion, we serve individuals, financial professionals, and institutions through a range of funds and portfolio management services. Our approach prioritises capital preservation, risk management, and client-centric service, supported by a team of experienced professionals.We maintain independence while adhering to rigorous regulatory standards, including authorisation by the Financial Conduct Authority. Our long-term focus combines proven investment principles with adaptability to market changes, ensuring stability and trust for clients across generations.
Services
Fund Management
Portfolio Management
Wealth Management
Asset Management
Investment Advisory
Details
- Year established: 1999
Highlights and features
- We have over 20 years of experience in investment management
- Our team includes FCA-authorised professionals with industry expertise
- We prioritise capital preservation through rigorous risk management
- We offer bespoke solutions for individuals, charities, and institutions
- We maintain zero exposure to Russian/Belarusian investments
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional personal service
Proactive and approachable
Excellent returns achieved
Trustworthy and reliable
Strong communication skills
Services
Fund Management
We manage seven specialist funds tailored to diverse investment objectives, including fixed income, equity growth, and multi-asset strategies. Our funds cater to professional investors and institutions, with a focus on risk-adjusted returns. Each fund operates under distinct mandates while maintaining alignment with our core principles of capital preservation and disciplined investing.
Portfolio Management
Our discretionary and advisory portfolio services offer personalised solutions for individuals and families. We create tailored investment strategies considering clients' financial goals, risk tolerance, and legacy planning needs. The service combines in-house expertise with access to specialist market insights to optimise long-term outcomes for private clients.
Wealth Management
We provide comprehensive wealth management solutions addressing intergenerational planning, tax efficiency, and asset diversification. Our approach integrates investment management with strategic financial planning, supported by dedicated relationship managers. The service caters to high-net-worth individuals seeking bespoke solutions for complex financial requirements.
Asset Management
Our institutional asset management services support charities, trustees, and professional partners through risk-targeted portfolios and specialist fixed-income expertise. We offer transparent reporting, liability-matching capabilities, and ESG integration. The service combines institutional-grade processes with flexible implementation to meet specific organisational objectives.
Investment Advisory
We deliver expert investment advice to financial professionals, solicitors, and accountants. Our support includes fund selection, portfolio construction, and market insights tailored to client needs. The service features collaborative working arrangements and access to proprietary research, enhancing the value provided to end investors through professional partnerships.
People
Jeremy Wharton
CEO & Chief Investment Officer
With over 20 years in investment management, Jeremy leads strategy and investment decisions. He previously traded Gilts and Derivatives, bringing extensive market experience to his role.
James Johnsen
Director & Head of Private Clients
A former military officer and Merrill Lynch professional, James has led private client services since 2003, focusing on relationship management and client strategy.
Roger Davis
Managing Director
Roger oversees operational delivery with 15+ years in European financial services, previously serving as Senior Vice-President at Julius Baer before joining in 2004.
Cranley Macfarlane
Client Director & Deputy CIO
With 12 years of fund management experience, Cranley provides investment expertise and client support, having previously worked at Tellsons Investors and JM Finn.
Rory Campbell-Lamerton
Fund Manager
Specialising in equity strategies, Rory has managed UK-focused funds since 2012, combining analytical rigour with practical investment experience across market cycles.
Questions
What investment services do you offer?
We provide fund management, portfolio solutions, wealth planning, and advisory services for individuals, charities, and professional partners.
How do you differ from other investment managers?
We combine 20+ years of experience with a client-focused approach, maintaining independence and prioritising capital preservation through disciplined risk management.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference number 03475556.
Do you work with international clients?
While UK-based, we serve clients globally through our institutional services and fund offerings accessible via international platforms.
How do you handle ESG considerations?
We integrate environmental, social, and governance factors into investment decisions, aligning with the UK Stewardship Code principles since 2021.
Can I access your funds through platforms?
Our funds are available on major platforms including Tenax Multi-Asset Strategy Fund and Investment Grade Fixed Interest Fund.
