Church House Investments Ltd SWOT Analysis, USP & Competitors

Posted in Banking & Financial Services, Total Reads: 410
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SWOT Analysis of Church House Investments Ltd with USP, Competition, STP (Segmentation, Targeting, Positioning) - Marketing Analysis

Church House Investments Ltd

Parent Company

Church House Investments Ltd.

Category

Banking and Financial Services

Sector

Financial Services

Tagline/ Slogan

-

USP

Discretionary Portfolio Management.

STP

Segment

British savers and homeowners.

Target Group

Private individuals interested in investments in pension funds, ISA’s

Positioning

Providers of assistance to manage investments in a responsible and diligent manner.

SWOT Analysis

Strengths

1. Constant review of portfolio and alignment of objectives with clients.
2. The firm is a private owned firm which is independent of any corporate wealth management firms, and hence has lot more freedom over its affairs.
3. Detailed understanding of the long term needs of clients followed by a clear well understood investment strategy.

4. Detailed reporting to the clients. This includes half yearly full portfolio valuation, quarterly review of economic scenario, face-to-face meetings once a year.

5. The firm is a co-sponsor for Point to Point Steeplechases race.

6. Detailed information on various funds in which investments are made along with classification as investment grade fixed income, growth funds, deep value investments etc.

7. Goodwill activities such as donations for charitable causes like crisis in Somerset.

Weaknesses

1.  Church house investments have only 2 offices at London and South West.
2. Very small team which limits the number of clients they can cater to.
3. Securities are managed by a external investor service (RBC Investor Services Trust), which has a AA- rating.

Opportunities

1. Can expand business by letting a better rated investor service manage the investments. This builds investor confidence.
2. Can expand business by expanding the number of offices.
3. Can expand business by actively building relationships with existing clients and leveraging on these relationships to get more clients.

Threats

1.  The investments are made in common shares and other financial instruments which may depreciate in value.

2.  Some of the investments are made in overseas markets, which may be affected by foreign exchange rate fluctuations.

3. Lower rated securities can have significant default risk, making the investment risky, although it will give higher returns.

Competition

Competitors

1. Aberforth Partners
2.Barclays Wealth Investment Management
3.Credit Suisse



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