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.

More Testimonials