UnwaveringIndependence

Fundhouse started in 2007 and is an independent, owner-managed firm providing specialised investment advice to our customers. We are a multiple-award-winning research firm, with strong expertise in fund manager research, asset allocation and portfolio construction. We separate out investment clarity from all the noise, by offering unambiguous, well researched investment opinions, delivered by owners. Our ambition is to be a force for good in financial services and our mission is to enable as many end clients to retire with dignity as possible.

Fundhouse Awards

Fidelity Global Dividend report updated - Rating held at Tier 2 BNY Mellon Long-Term Global Equity report updated - Rating held at Tier 1 Changes at AXA IM Repeated staff changes at Blackrock New fund range rated: L&G Multi-Index Funds - Tier 2 Rating
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A checklist for building value

Monday, 11 Jun 2018
Important work is to be done working with financial advice business owners on the challenging issue of their personal succession. But, perhaps more importantly, it is to make sure their business is valuable, so that they have ownership worth transferring to others.

Our Awards

We were humbled to receive top industry awards for our manager research in both 2016 and 2017.
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