End to end Investment Support Investment Advisory

Fundhouse offers investment advisory services to institutional clients, independent financial advisers (IFAs) and wealth managers. We outline how we implement investment advisory below as well as the benefits to be gained by our clients that make use of the service.

Discretionary Fund Management Service

We provide a Discretionary Fund Management Service (DFM) to IFAs and wealth managers which provides them with a fully supported investment process. This service is implemented through the Fundhouse Investment Advisors Category 2 licence (FSP 43960) or through the client's own discretionary licence. Portfolio solutions are implemented through Model Portfolios (managed accounts) across all major fund platforms, or through Collective Investment Schemes through approved management companies.
We work with the following LISP platforms:
The DFM partnership provides a host of benefits to our clients in four key parts of an end-to-end investment offering:

Investment implementation

  • Access to a dedicated team of investment specialists
  • Comprehensive Fund Manager research
  • Bespoke solutions aligned to the specific needs of the adviser's clients
  • Consistently managed portfolio solutions across the
    client base

Compliance

  • Compliance with all relevant regulation, RDR and TCF
  • High levels of governance in process and record-keeping
  • All required due diligences undertaken and documented
  • Reduces business risk

Administration

  • All client portfolios seamlessly implemented and automatically rebalanced
  • Advisers alerted proactively to any anomalies or problems
  • All reporting, statutory and other, taken care of
  • Adviser gains more time to focus on advice and
    service their clients

Client communications

  • Customised and branded fund fact sheets updated monthly
  • Quarterly branded newsletter with latest investment insights
  • Presentations direct to clients where appropriate
All clients access our full range of local and offshore capabilities to add expertise and depth to their investment offering.

Key Characteristics of our services

Partnership

We view each client as a partner to our business. Our hands-on approach and ongoing service aims to help our advisers build their businesses and ensure better investments for the end client.

Flexibility

The investment solutions we build for clients are bespoke and incorporate their individual requirements. The approach we follow is flexible to allow for any particular nuances that a client may require.

All of Market

Fundhouse is independent and does not offer any investment product of its own. We believe an open, all of market business model is in the best interest of clients and their investors.

Managed Risk

We build portfolios to mitigate against negative investment surprises for investors. Our portfolio construction process recognises the need for diversification without coming at the expense of investment returns.