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

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Wealth Planning

What is a living trust?

June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?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.