Consulting Services
For Institutional Wealth Clients
An Introduction to Fundhouse Investment Consulting
Fundhouse at a Glance
As at 30 April 2025
Fundhouse Founded
2007
Received in Fees From Funds We Rate
£
0
Independent
100
%
MPS Assets Under Management
£
0
bn
Investment Consulting Services
Adviser Testimonials
Head of Fund Research, UK Wealth Sector
Fundhouse’s approach to manager research is both comprehensive and insightful...
Hocketts – UK Independent Financial Advisers
I have known the team at Fundhouse for over ten years, and since the start...
Timothy James & Partners – UK Independent Financial Advisers
The team at Fundhouse have been a great support to our firm over...
Courtney Havers – UK Independent Financial Advisers
When we were reviewing Model Portfolio Service providers, apart from offering
Cove Financial Planning – UK Independent Financial Advisers
The Fundhouse Model Portfolio Service impresses with its foundation in thorough...
Head of Investment Proposition, Large UK IFA network
We have been meaningfully engaged with the team at Fundhouse since mid-2022, subsequently...
CEO of a UK Wealth Manager ACD
Fundhouse stands out in an industry dominated by large, multi-national groups delivering highly commoditised...
Head of Proposition, UK Building Society
We have worked with Fundhouse for eight years, initially utilising their fund research expertise and
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Latest Market Insights
Central Banks, Inflation and the Recession Tug of War
Yesterday, the Federal Reserve held interest rates steady at 4.25% to 4.50%, maintaining the level set...
Headlines Change Every Day
In our recent article, we explore how markets have responded to a series of dramatic headlines - from...
April 2025 Economic and Market Report
In April, we learned that UK consumer prices had risen by 2.6% over the 12 months to March, down from...
Navigating Tariffs and Market Volatility
It is important to note a few things when faced with these sorts of headlines. First, markets have done...
Equities, Bonds and MPS Positioning Update
The past week has seen a sharp sell-off across equity markets, with several major markets recording their...
March 2025 Economic and Market Report
In contrast to Chancellor Reeve’s Autumn Budget, March’s Spring Statement was received with cautious...
US Trade Tariffs
We awoke to the news that the US had imposed wide ranging tariffs on countries and industries.
Spring Statement 2025
Pre-budget media coverage has focused on the government’s ‘fiscal headroom’ – the leeway that Chancellor...
High Yield - Views and Positioning
‘High yield’ is a distinct asset class that sits at the higher credit risk end of the bond market.
February 2025 Economic and Market Report
In February, we learned that UK consumer prices had risen by 3% over the 12 months to January, up from...