James Edgedale (pictured) has joined wealth and investment manager Church House Investment Management as Chief Client Officer. The former chairman of JM Finn brings with him more than 30 years of experience in the business he helped grow from a small brokerage to a wealth manager with around £11billion in assets under management.
The news comes more than a year after it was announced that Edgedale was to join Vermeer Partners as co-chairman in July 2022. A Vermeer spokesperson confirmed portfolio advisor that he had not taken the role. No other details were provided.
London-based Church House is a specialist investment firm integrating wealth management and investment services. Majority-owned by its directors, the company caters to individuals, families, trusts and charities.
Edgedale commented: ‘I am getting to know Church House better and better, having used their corporate bond fund for many years [the CH Investment Grade Fixed Interest fund] cornerstone title of most of my clients’ portfolios.
“I have always appreciated their focus on preserving capital and generating stable income, and know that their disciplined approach to risk management underscores their entire approach to portfolio management, which I fully intend to continue to enjoy.”
James Johnsen, Director of Wealth Management at Church House, added: “I have long admired James for what he has achieved at JM Finn and am delighted that he has chosen Church House for the next phase of his career. As a long-time investor in our flagship corporate bond fund, we know James well and look forward to welcoming him and his many clients to the business. »
Church House CEO Jerry Wharton said: “Attracting someone of James’ stature is another important step in realizing our vision for Church House as a natural home for valued customers and their managers to both our philosophy of service and the refreshing freedom to act that our size and position in the market allow us.
“With the support of the Cayzer Family Trust and an experienced management team, our business has ambitious growth plans. Our goal is to be the benchmark for success among independent investment professionals. To achieve this goal, we need talented investment professionals like James and I look forward to seeing more people of his caliber join us in the near future.
See also: James Mahon steps down as CEO of Church House after 11 years