Consulting Services
For Institutional Wealth Clients
An Introduction to Fundhouse Investment Consulting
Fundhouse at a Glance
As at 31 January 2025
Fundhouse Founded
2007
Recieved 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
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
Are We in a Stock Market Bubble?
The four most dangerous words in investing are: ‘this time it’s different’ Sir John Templeton, 1993....
January 2025 Economic and Market Report
In January, we learned that consumer prices in the UK rose by 2.5% in the 12 months to December; a number...
Tech Turbulence: AI Disruptors
On Monday, Nvidia experienced a sharp decline of 16.9%. The sell off happened on the back of news that...
Understanding Gilt Yields
Gilt yields have recently been the subject of news interest. But, looking through the noise, are gilts...
December 2024 Economic and Market Report
In December, we learned that consumer prices in the UK rose by 2.6% in the 12 months to November, up...
Financial Services Industry 2024 Review
This report draws on our independent fund research and in-depth insights into the financial services...