After over ten years as Church House Investment Management CEO, James Mahon is stepping down. Jeremy Wharton (pictured) will take the reins of the business that manages over £1bn of investments.
He has been with the firm as a fund manager since 2004 and specialises in fixed interest investing. The new CEO will split his time between the company’s two offices – Mayfair, London and Sherborne, Dorset.
Jeremy said: “Some things will change, but we are not trying to reinvent a wheel that rotates very successfully already. It will be more of a case of evolving over time rather than going for all-out growth.”
James will continue to play an active role in the business as Joint Chief Investment Officer and manager or co-manager of several Church House Investments funds. These include the very successful Tenax Absolute Return Strategies Fund which is designed for cautious investors.
James said: “I have every confidence that Jerry will be able to build on the success we have enjoyed over the last twenty-plus years. We offer investors a simple but powerful formula that combines sound advice, considered investment management and personal service. This has helped us to serve generations of families.”
Having previously held the role of Operations Director, Roger Davis has now taken on the broader remit that comes with a Managing Director role: “My goal is to work closely with Jerry and the Board to shape strategy and then engage with the talented and committed people in our businesses to deliver on our plans. The qualities that have made Church House a success will remain, and we will refine them over time to ensure we continue to meet our clients changing expectations.”