Church House Investment Management (“Church House”) has appointed Jerry Wharton (pictured) as chief executive officer following James Mahon’s decision to step back after 11 years of leading the business.
James will remain with the company as joint chief investment officer with Jerry, and on the board as an executive director. There will be no change to the management of the funds.
He will continue as co-manager of the award-winning Tenax Absolute Return Strategies Fund, and be actively involved in the running of the range of UK and Global Equity funds and private client portfolios.
This confirms a strong leadership team for the next phase of development of Church House. As CEO, Jerry will be responsible for leading the strategic development of the business. Alongside Jerry, as part of the succession planning process, operations director Roger Davis will take up the role of managing director and responsibility for the day-to-day management of the business. The private client offering will continue to be headed up by James Johnsen, who is also one of the executive directors. These changes take place with effect from 1 January 2022.
James Mahon comments: “It has been a great privilege to have led Church House for the past 11 years. First and foremost, I am proud of our record of consistent risk-adjusted returns for our clients through some difficult times. This track record provides a very solid foundation for the future development of the business. I am delighted to be continuing with the Company and supporting Jerry in the management of our funds. The business is now at a scale where the time for a new team to take over is nigh and I am confident that, under Jerry’s leadership, working with Roger and James Johnsen, Church House will continue to go from strength to strength.”
Jerry Wharton comments: “I am delighted to be taking up the role of CEO and the opportunity this presents to lead the strategic development of our business. Alongside this, I will fully maintain my existing involvement in the management of our funds, in particular managing CHIG and co-managing Tenax with James, building on our excellent track record of capital preservation.”