Consulting Services
For Institutional Wealth Clients
An Introduction to Fundhouse Investment Consulting
2007
Fundhouse
Founded
£0
Received in Fees From Funds We Rate
16 Years
Average Investment Team Experience
450
Funds Reviewed in 2023
98%
Model Portfolio Client Enquiries Replied to on The Same Day in 2023
£1.5bn
Model Portfolio Assets Under Management
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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August 2024 Economic and Market Report
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July 2024 Economic and Market Report
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