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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.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.