Endowment / Foundation

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The Methodist Church in Great Britain

The Methodist Church in Great Britain pools its investable assets under the Central Finance Board, a statutory body created in 1960 to professionalize the...

The Methodist Church in Great Britain logo

The Methodist Church in Great Britain

The Methodist Church in Great Britain pools its investable assets under the Central Finance Board, a statutory body created in 1960 to professionalize the denomination's financial management. The wealth originates from centuries of congregational giving, legacies, and property accumulation, with the board now overseeing a portfolio that supports roughly 4,000 churches and associated charitable works across England, Scotland, and Wales. The CFB runs a diversified strategy spanning UK commercial property, global equities, fixed income, and real assets, with significant holdings in the Methodist Investment Property Portfolio and the Connexional Functional Property Portfolio. Direct real estate exposure includes Methodist Church House at 25 Tavistock Place in London. The board has also confirmed exposure to gold through Royal Mint holdings and manages the Methodist Ministers' Pension Scheme assets. Exclusions are central: the portfolio screens out companies deriving more than 10 percent of revenue from alcohol, gambling, pornography, or military weapons. The CFB is a founding member of the Church Investors Group, a coalition of faith-based institutional investors representing over £26 billion in combined assets. Through this vehicle and its partnership with the Joint Public Issues Team — a collaboration with the Baptist Union, United Reformed Church, and Church of Scotland — the church engages in active shareholder advocacy on climate change, living wages, and corporate tax transparency. The church's operational reach extends into social care through longstanding ties with Action for Children, a major UK charity. The structural differentiator lies in the connexional polity: the CFB reports to the Methodist Conference, a representative assembly of clergy and laity that sets the ethical investment policy. This places ultimate fiduciary authority in a democratic church body rather than a board of independent trustees or a single-family patriarch. The portfolio exists to serve the operational and missional life of the denomination, making liquidity and long-term income generation co-equal priorities.

General information

Firm type

Endowment / Foundation

Year founded

1932

AUM

£1B–£2B (Altss estimate)

Location

Region

Europe

Country

United Kingdom

City

London

Corporate office

London, United Kingdom

Principals

Central Finance Board of the Methodist Church

Statutory asset manager

Sector focus

Real EstateFaith-Aligned Investing

Frequently asked questions

Who actually makes the investment decisions for the Methodist Church in Great Britain?

The Central Finance Board of the Methodist Church (CFB) holds statutory responsibility for investment management. The board operates under policies set annually by the Methodist Conference, which is the church's sovereign governing body composed of clergy and lay representatives. Day-to-day portfolio management is conducted by the CFB's internal investment team in London.

What ethical exclusions does the CFB apply to its portfolio?

The CFB screens out companies deriving more than 10 percent of turnover from alcohol, gambling, pornography, or military weapons. The board also maintains a restricted list for companies with poor records on human rights or environmental harm. These policies are set by the Methodist Conference through its Joint Advisory Committee on the Ethics of Investment.

Does the CFB invest directly in property or through funds?

The CFB holds significant direct property exposure. The portfolio includes commercial office space such as Methodist Church House at 25 Tavistock Place in London, the broader Methodist Investment Property Portfolio, and the Connexional Functional Property Portfolio which supports operational church buildings across Great Britain.

How is the Methodist Church's investment portfolio related to its pension obligations?

The CFB manages the assets backing the Methodist Ministers' Pension Scheme, a defined-benefit arrangement for serving and retired clergy. The pension fund is a distinct pool within the CFB's overall management mandate, subject to separate actuarial and regulatory oversight.

Does the CFB collaborate with other faith investors?

Yes. The CFB is a founding member of the Church Investors Group, a UK-based coalition of faith-aligned institutional investors with over £26 billion in combined assets. Through CIG and the Joint Public Issues Team, the church coordinates shareholder resolutions and engagement campaigns on climate, living wages, and corporate tax.

What is the governance structure above the Central Finance Board?

The CFB reports to the Methodist Conference, the church's annual representative assembly. The Conference appoints board members, approves the ethical investment policy, and receives annual performance reports. This connexional structure means no single individual or family controls investment direction.

Are there charitable foundations connected to the Methodist Church that operate independently of the CFB?

The Methodist Ministers' Housing Society is a separate charitable entity providing housing for retired clergy. The church itself is registered charity 1132208 and operates alongside affiliated organizations including Action for Children, a major UK children's charity with historical Methodist roots.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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