Epworth Investment Management

What Epworth Investment Management does

Epworth Investment Management Limited is a London-based, FCA-regulated investment manager founded in 1996 that provides Christian ethical investment services exclusively to UK churches, charities, non-profit organisations, Catholic organisations, and schools and colleges. The firm operates as a privately held subsidiary of the Methodist Church's Central Finance Board, a structure that provides institutional credibility within faith communities while keeping the operating entity financially and regulatorily independent. Epworth is headquartered at Methodist Church House, 25 Tavistock Place, London, and holds FCA registration number 175451.

Epworth's product suite comprises three core offerings and three sub-brand funds. The core offerings are: (1) the WS Epworth Multi Asset Fund for Charities — a diversified pooled fund with a £1,000 minimum investment; (2) the Discretionary Portfolio Service — a bespoke investment management service for larger charities, employing one of five investment strategies and applying Christian ethical screening criteria; and (3) the Cash Plus Fund for Charities, currently yielding 3.77% A.E.R. Sub-brand funds include the WS Climate Stewardship Fund, WS UK Equity Fund, and WS Global Equity Fund. The ethical screening is governed by a proprietary seven-pillar framework covering Earth & Ecosystem, Labour, Equality, Conflict, Society, Health & Wellbeing, and Fairness, Responsibility & Transparency — the firm's principal differentiator and intellectual property.

Revenue is generated through two streams: recurring management fees on pooled funds (subscription-style) and bespoke management/advisory fees on discretionary portfolios. Pricing is quote-based for discretionary mandates; minimum thresholds and interest rates are publicly disclosed for the pooled products. Distribution is sales-led and direct, reaching customers through the firm website, faith community networks, and published thought-leadership (quarterly investment updates, annual Stewardship Code Report, Assessment of Value Report, JACEI Annual Report). Geographic footprint is exclusively UK; the firm holds no disclosed AUM, revenue, or headcount figures beyond a 11-50 employee band.

Name

Epworth Investment Management

Legal name

Epworth Investment Management Limited

Website

https://epworthinvestment.co.uk

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Epworth Investment Management is an FCA-regulated, London-based ethical investment manager, founded 1996 and owned by the Methodist Church, serving UK churches, charities, Catholic organisations, and schools via pooled funds, a bespoke discretionary service, and a proprietary seven-pillar Christian ethics framework.

Ownership category

akta.pro rank

Product category

Charity & Faith-Based Investment Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

ESG/Sustainable Investment Advisory (FSAEAAAJ)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Impact Investing (Intentional, Measurable Social/Environmental Outcomes) (FSAAALAC)

Keywords

• Ethical investment management
• Charity investment funds
• Discretionary portfolio management
• Multi-asset fund management
• Faith-based investing

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Compliance/Regulatory, Technology or R&D, Marketing or Sales

Revenue model

1. Fund Management Fees: Epworth generates revenue through management fees charged on its investment funds including the WS Epworth Multi Asset Fund and Cash Plus Fund. The Cash Plus Fund offers charities a competitive interest rate of 3.77% A.E.R., suggesting the fund generates returns primarily from interest-bearing instruments.
2. Discretionary Portfolio Services: Bespoke investment management services for larger charities with individual portfolio construction based on their specific requirements and risk tolerance, likely generating advisory and management fee revenue.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Epworth Investment Management is a UK-based, FCA-authorised ethical investment manager that provides discretionary portfolio management and pooled investment funds specifically for churches, charities, and non-profit organisations. Its core offerings comprise the WS Epworth Multi Asset Fund (a diversified pooled fund with a £1,000 minimum), a Discretionary Portfolio Service offering five bespoke investment strategies for larger charities, and the Cash Plus Fund for Charities offering a 3.77% A.E.R. interest rate. All investments are screened and constructed using a proprietary Christian ethical framework spanning seven pillars (Earth & Ecosystem, Labour, Equality, Conflict, Society, Health & Wellbeing, and Fairness, Responsibility & Transparency).

Product overview

Epworth Investment Management offers a suite of Christian ethical investment products designed specifically for UK churches, charities, and non-profit organisations. The core offering consists of three main products: the WS Epworth Multi Asset Fund (minimum £1,000 investment for diversified exposure), the Discretionary Portfolio Service (bespoke investment management for larger charities across five strategies), and the Cash Plus Fund (competitive cash savings at 3.77% A.E.R.). Additionally, three sub-brand funds—WS Climate Stewardship Fund, WS UK Equity Fund, and WS Global Equity Fund—provide targeted investment options. The firm also serves diverse client segments including Catholic organisations, Christian charities, churches, non-profits, and schools/colleges. Epworth is authorised and regulated by the Financial Conduct Authority (FCA) and is part of the Central Finance Board of the Methodist Church.

Differentiator

Problem solved

Functional benefit

Brands

• WS Epworth Multi Asset Fund: Investment fund for charities with minimum investment of £1,000
• Cash Plus Fund
• WS Climate Stewardship Fund
• WS UK Equity Fund
• WS Global Equity Fund
• Discretionary Portfolio Service

Products and services

• Discretionary Portfolio Service for Charities A bespoke investment management service for larger UK charities, constructing portfolios based on each organisation's requirements, risk tolerance, and one of five investment strategies, all screened against Christian ethical criteria.
• WS Epworth Multi Asset Fund for Charities A diversified pooled investment fund for charities of any size, providing exposure to a broad investment universe with a £1,000 minimum investment threshold.
• Cash Plus Fund for Charities A cash fund for charities offering a competitive 3.77% A.E.R. interest rate, accessible via an online client portal.
• WS Climate Stewardship Fund for Charities A climate stewardship-themed investment fund for charities seeking ethical exposure aligned with environmental concerns.
• WS UK Equity Fund for Charities A UK equity investment fund for charities seeking domestic equity exposure screened against Christian ethical criteria.
• WS Global Equity Fund for Charities A global equity investment fund for charities seeking diversified international equity exposure screened against Christian ethical criteria.

Quantifiable outcome

• 3.77% A.E.R. interest rate on Cash Plus Fund for charities

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• CBF Church of England Investments: CBF is the Church of England's pooled investment vehicle providing deposit and investment funds for parishes and dioceses. It mirrors Epworth's church-focused distribution model and pooled fund structure, with ethical screening tied to Church of England values.
• Schroder Charities (Cazenove): Schroders' dedicated Charities team offers multi-asset pooled funds and bespoke mandates for UK charities. It overlaps directly with Epworth's product set and target audience, especially on the discretionary and multi-asset fund side.
• Evelyn Partners (formerly Smith & Williamson): Evelyn Partners operates an investment management arm serving UK charities, endowments and professional advisers. It competes in the same UK charity-investor segment with pooled funds and discretionary services.
• Quilter Cheviot: Quilter Cheviot provides discretionary portfolio management to UK charities, endowments, foundations, and faith-based clients. The firm's charity practice is directly comparable in client profile and bespoke-discretionary model to Epworth's core offering.
• Rathbones Group: Rathbones provides discretionary investment management with a dedicated Charities and Endowments service through the Rathbone Charities team. It directly competes with Epworth's Discretionary Portfolio Service for larger UK charities seeking bespoke mandates.
• CCLA Investment Management: CCLA is one of the UK's largest charity fund managers, serving churches, charities and faith-based institutions with pooled funds and bespoke mandates. It is the closest direct competitor to Epworth, sharing the same UK charity investor segment and pooled-fund product model.

Others

• Central Finance Board of the Methodist Church: The CFB is Epworth's Methodist Church sibling entity, providing treasury and advisory services to Methodist churches and connexional funds. It is closely related as a parent-affiliated body and partly overlapping ecosystem participant rather than a direct competitor.

Broad incumbents

• Brewin Dolphin (Royal Bank of Canada): Brewin Dolphin, now part of RBC, is a UK-wide investment manager with a charity sector practice offering discretionary and bespoke services. It is a broader incumbent that touches Epworth's segment while serving a wider client base.
• Charles Stanley: Charles Stanley provides discretionary and advisory investment management in the UK with clients in the charity and endowment space. It is a broader private wealth manager that competes in adjacent charity mandates rather than specializing exclusively.

Emerging players

• Triodos Bank UK: Triodos Bank offers sustainable banking and investment products in the UK targeting values-led organizations including charities. It is comparable on the ethical-investment axis but with a broader sustainable-finance mandate rather than a faith-specialist focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/people/Epworth-Investment-Management/61563293650114
• LinkedInlinkedin.com/company/epworth-investment-management-limited
• Instagraminstagram.com/epworthim

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 Epworth Investment Management