The Churchill Group

"Offering bespoke strategies built around your needs."
About The Churchill Group
The Churchill Group takes a holistic approach to each client need, leveraging our global platform to provide investment management, banking, lending and access to J.P. Morgan's Investment, Commercial and Business Bank divisions.

Investment management

  • Asset management and discretionary mandates
  • Market execution: equities, fixed income, foreign exchange and options
  • Hypothecation and paid security lending

Banking and lending

  • Deposit accounts and a full suite of banking capabilities
  • Mortgages, security-backed lending & margin
  • Bridge financing and custom lending

Access to J.P. Morgan's global capabilities

  • Industry coverage
  • Mergers & acquisitions
  • Capital markets
  • Corporate financial advisory
  • Business banking, treasury solutions, custom lending
  • Business advisory & deal team construction

Meet Our Team

Insights

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.