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Head of Fund Research, UK Wealth SectorFundhouse’s approach to manager research is both comprehensive and insightful. Their dedication to manager research...
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Head of Proposition, UK Building SocietyWe have worked with Fundhouse for eight years, initially utilising their fund research expertise and, more...
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Head of Investment Proposition, Large UK IFA networkWe have been meaningfully engaged with the team at Fundhouse since mid-2022, subsequently launching a suite...
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Cove Financial Planning - UK Independent Financial AdvisersThe Fundhouse Model Portfolio Service impresses with its foundation in thorough research and clear investment views....
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Courtney Havers - UK Independent Financial AdvisersWhen we were reviewing Model Portfolio Service providers, apart from offering a competitive range of both...
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Timothy James & Partners - UK Independent Financial AdvisersThe team at Fundhouse have been a great support to our firm over the many years...
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Hocketts - UK Independent Financial AdvisersI have known the team at Fundhouse for over ten years, and since the start, they...
CEO of a UK Wealth Manager ACD
Fundhouse stands out in an industry dominated by large, multi-national groups delivering highly commoditised solutions using their brands.
Fundhouse gets to know their clients’ businesses and uses their deep industry expertise to deliver tailored solutions. They offer various traditional investment management consultancy services, including Strategic and Tactical Asset Allocation models and consultancy, proposition management, fund manager research and selection, thought leadership, Market insights and best practice reviews. They have well-defined, repeatable, and understandable investment processes that they can tailor to individual businesses’ requirements.
I have worked with the Fundhouse team for the last eight years and found that they work to the highest professional standards, are always highly approachable, and are my go-to source for investment management advice, market awareness, or simply to validate a potential proposition opportunity.
