We’re pleased to announce that the Fundhouse Model Portfolio Service (MPS) has been made available on the AJ Bell platform. Launched in 2018, Fundhouse has been one of the top-performing MPS providers over five years. The Fundhouse MPS assets under management have grown from £485 million in April 2023 to £2.1 billion today. The MPS is now available on 16 platforms and includes Fundhouse Core (Global), Index Plus, and Responsible ranges.
Fundhouse Further Background:
• Founded in 2007, Fundhouse is a multi-award-winning investment firm providing consulting services to UK and European wealth managers, as well as model portfolio solutions to financial advisers.
Fundhouse is a long-standing business, known for their independence, research rigour, ESG credentials and unwavering focus on client outcomes.
Fundhouse has provided institutional consulting clients with the basic building blocks of an MPS solution since 2007, including fund research, asset allocation, and portfolio construction.
In 2018, Fundhouse launched its Model Portfolio Service (MPS), bringing institutional- quality investment capabilities directly to financial advisers.
The firm’s mission has always been to deliver above-average long-term investment returns, below-average costs, and exceptional client service standards. Since the launch of MPS in 2018, Fundhouse is proud to have met these goals.
According to Morningstar data, Fundhouse have delivered top-quartile performance over the past five years and are ranked among the top 10 performers relative to peers.
Rory Maguire, Co-Founder and Chief Investment Officer, brings 28 years of investment experience, having previously served as CEO of an asset management boutique. He remains actively involved in Fundhouse’s investment research efforts.
Rory Maguire, Co-Founder and Chief Investment Officer of Fundhouse:
We’re delighted to partner with AJ Bell to make our Model Portfolio Service (MPS) available on their platform. This expansion enables more advisers and their clients to access our expertly managed portfolios, designed to meet a wide range of investment goals and risk profiles.
Clients are at the heart of everything we do. It’s both exciting and a privilege to extend the reach of our MPS and be entrusted with the stewardship of clients’ hard-earned savings.
Mark Rendle, Product Director, AJ Bell:
We’re pleased to add Fundhouse MPS services to the platform, adding further choice to the carefully selected range of third-party MPS providers, ensuring that advisers have access to the right solutions for their clients.
