Church House Investment Management

What Church House Investment Management does

Church House Investment Management is a UK-based boutique investment manager founded in 1999 by James Mahon, operating as Church House Investments Limited (FCA reference 190548, registered in England and Wales, company number 03475556). The firm manages assets in excess of £1 billion from offices in London (Mayfair) and Sherborne (Dorset), serving private individuals and families, charities and trustees, and a professional partner network of financial advisers, wealth managers, solicitors, and accountants.

The core product set is a proprietary range of seven investment funds — Investment Grade Fixed Interest Fund, Tenax Multi-Asset Strategy Fund, UK Equity Growth Fund, UK Smaller Companies Fund, Esk Global Equity Fund, Balanced Equity Income Fund, and Human Capital Fund — which function as building blocks for three private client portfolio services: CHAMPS (managed portfolios using in-house funds), Tailored Portfolios (in-house funds combined with investment trusts), and Bespoke Portfolios (direct equities for experienced investors). Underlying technology comprises conventional portfolio management systems plus Oxford Risk suitability questionnaires for risk profiling; there is no disclosed AI/ML, proprietary data assets, or public API. The firm is a four-year UK Stewardship Code signatory and lists its funds on more than 20 UK retail and institutional platforms including Abrdn, AJ Bell, Interactive Investor, FundsNetwork, Quilter, and Hargreaves Lansdown.

The business model is recurring AUM-based revenue from fund management fees and discretionary portfolio management charges, with no publicly disclosed pricing. Leadership transitioned in January 2022 when Jeremy Wharton became CEO while retaining the CIO role, and the firm is pursuing measured regional expansion into the North of England and Scotland via the April 2026 appointment of Marcus Brooks as Regional Director. Revenue, headcount precision, and ownership structure beyond the founding principals are not publicly disclosed.

Name

Church House Investment Management

Legal name

Church House Investments Limited

Website

https://ch-investments.co.uk

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Church House Investment Management is a UK boutique investment manager founded in 1999 managing over £1 billion in assets across seven proprietary funds and discretionary portfolio services for private clients, families, charities, and professional advisers.

Ownership category

akta.pro rank

Headquarters

HQ city

Sherborne

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Fund Management Fees: Church House generates revenue through management fees charged on its seven investment funds. The funds include Investment Grade Fixed Interest Fund, Tenax Multi-Asset Strategy Fund, UK Equity Growth Fund, UK Smaller Companies Fund, Esk Global Equity Fund, Balanced Equity Income Fund, and Human Capital Fund.
2. Discretionary Portfolio Management: The firm provides investment advice and management services to private individuals, family groups, Trustees and Charities through its discretionary portfolio management services. Revenue is generated through portfolio management charges, with the central tenet being the use of in-house investment funds as core portfolio building blocks.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Church House Investment Management is a UK-based boutique fund and portfolio manager offering seven proprietary investment funds alongside discretionary portfolio management services. The firm manages assets in excess of £1 billion for private individuals, families, charities, trustees, and professional investors, using its in-house funds as core portfolio building blocks within Managed, Tailored, and Bespoke portfolio services.

Product overview

Church House Investment Management is a fund and portfolio manager offering specialist investment services to individuals, financial professionals, and institutions. The core offering consists of seven investment funds: Investment Grade Fixed Interest Fund (fixed income), Tenax Multi-Asset Strategy Fund (multi-asset capital preservation), Human Capital Fund (thematic growth), UK Equity Growth Fund, UK Smaller Companies Fund, Esk Global Equity Fund (international), and Balanced Equity Income Fund (income and growth). These funds serve as building blocks for three private client portfolio services: CHAMPS (managed portfolios using funds exclusively), Tailored Portfolios (funds combined with investment trusts), and Bespoke Portfolios (direct equities for experienced investors). The firm manages assets in excess of £1 billion from offices in London Mayfair and Dorset.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Assets under management exceeding £1 billion
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Oxford RiskcoreTechnology or IntegrationOxford Risk provides the risk questionnaire used by Church House to assess client suitability and determine appropriate risk models for investments. The results assist in defining the most suitable investment solution for client portfolios.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Brooks Macdonald: UK-listed wealth and investment manager offering discretionary portfolio management and multi-asset funds to private clients, charities and intermediaries. Highly comparable to Church House on product mix, intermediary distribution, and UK private-client focus, and notably the prior employer of Marcus Brooks.
• Charles Stanley: UK wealth manager providing discretionary portfolio management and in-house multi-asset funds to private clients, charities and intermediaries. Closely comparable in business model, fund range philosophy, and intermediated distribution.
• JM Finn: UK private investment manager offering discretionary portfolios with a multi-asset and equity fund range to private clients. Direct comparable on boutique private-client model; notably the prior employer of Church House Deputy CIO Fred Mahon.
• Quilter Cheviot: UK discretionary investment manager serving private clients, charities and intermediaries with multi-asset portfolios and in-house funds. Highly comparable in target customer base, intermediary distribution, and fund-based portfolio construction.
• Waverton Investment Management: London-based boutique investment manager providing discretionary portfolios and in-house funds to private clients, families and charities. Comparable UK boutique scale, fund range architecture, and charity/private client specialisation.
• Ruffer LLP: UK boutique manager focused on multi-asset capital preservation strategies for private clients and intermediaries. Overlaps with Church House's Tenax-style multi-asset capital preservation mandate and UK intermediary distribution model.
• Troy Asset Management: UK boutique investment manager running multi-asset, equity and income strategies for private clients and intermediaries. Comparable boutique scale, UK-only footprint, and intermediary-led distribution.

Broad incumbents

• Rathbones Group: Large UK wealth manager serving private investors, charities and trustees with discretionary portfolios and in-house funds. Overlaps with Church House on charity and trustee mandates and UK intermediary distribution, but at significantly larger AUM scale.
• Evelyn Partners: UK wealth management and professional services group offering investment management to private clients, families and charities. Comparable target segments (private clients and charities) and UK-only geographic footprint make it a relevant broad incumbent comparable.

Regional players

• Canaccord Genuity Wealth Management (UK): UK wealth management arm of Canaccord Genuity providing discretionary portfolio management to private clients. Comparable service offering but operating from a parent wealth platform rather than as an independent UK boutique.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/church-house-investment-management
• Xx.com/ChurchHouseInv

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Church House Investment Management