Consulting Services
For Institutional Wealth Clients
An Introduction to Fundhouse Investment Consulting
Fundhouse at a Glance
As at 31 January 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
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...
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...
Recent Market Volatility
These are certainly interesting times to invest, with worrying and persistent headlines
Multi-Asset Fund Insights
This report is based on our unbiased fund research and includes key insights regarding multi-asset f...
Long-Term Investing
There is little certainty in the short term, but the longer one remains invested, the more certain one...
Are We in a Stock Market Bubble?
The four most dangerous words in investing are: ‘this time it’s different’ Sir John Templeton, 1993....