Fundhouse is an owner-managed business that was founded in South Africa in 2007 by asset management veterans Rory Maguire and Peter Foster.

In 2010, Rory left South Africa to start Fundhouse UK, which has become a leading provider of investment services to the wealth sector in the UK and Europe. At our heart, we are investment advisers and consultants, with expertise in ESG, manager research, asset allocation, portfolio construction and discretionary model portfolios. We offer services to charities, wealth managers, pension funds, life companies, banks, platforms and select financial advisers.

The Fundhouse Difference

Fundhouse is a firm that is proudly different, even unorthodox, and our clients are everything to us.

We believe clients have a unique experience with us, for the following reasons:

• Our independence: We are employee owned and wholly unconflicted
• Partnership: We see ourselves as an extension of our client’s team
• Accountable: We track all advice that we give and have a measurable track record
• Investment backgrounds: Founders are ex-investors
• Bandwidth is managed: To maintain service levels, we limit our capacity for new customers
• Candid opinions: We give both positive and negative manager research ratings

Our intention is to provide our clients with investment clarity.

To do this, we rely on detailed research, relevant experience and expertise, and clear communication. We work through the ‘noise’ to find the data points that really do matter, to develop an informed and independent opinion and to provide our clients with a clear picture of what is relevant.