Head of Proposition, UK Building Society

We have worked with Fundhouse for eight years, initially utilising their fund research expertise and, more recently, adding their Model Portfolio and Strategic Asset Allocation services to our proposition. The depth of research sets Fundhouse apart; they don’t just explain what has happened, but more importantly, they provide a detailed breakdown of why it’s happened.

The team at Fundhouse help us determine the prospects of funds and the continued suitability of these for our all-important customers. We also really value how impartial their research is; we can be confident that any view is honest and supported with all the evidence we need.

The team is fantastic to work with, and it feels like a partnership rather than just a transactional service; they go out of their way to ensure any urgent updates are provided promptly and are always available to support any ad-hoc queries.

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